Link a User To a Person Record

Comply Accountability Support Guides

Bulk Issuing Assessments

Issuing Individual Assessments

Adding Sections and Questions

Creating an Assessment Template

Assessment Notification Settings

Assessment Default Dates/Periods

Reviewers Configuration

Bulk upload assessment answers

Amending assessment in progress

Good practice for annual assessments

Setting Assessments back to previous state

Send an assessment back to a respondent

Completing an assessment review

Responding to an assessment

View Previous Responses in Assessments

Amending Sections and Questions

Individual Audit

Individual Settings Audit

Committee Audit

Background Screening

Background Screening Configuration

Updating Background Screening Dates

Background Screening Widget

Add Branding to Certificates and/or Statements of Responsibilities

Add Branding to system emails

Issue a Certificate

Bulk Issue Certificates

Amend a Certificate

Certificate Renewal Wizard

Certificate Defaults

Creating Committees

Updating Committee Details/Membership

Conduct Breaches

Configuring Conduct Breaches

Recording a Conduct Breach

Exporting Conduct Breaches

Create custom dashboards

Setting a Default Dashboard

Amending Dashboards

Start a Delegation

Edit an active Delegation

End a Delegation

Create a Document Folder

Attaching Documentation to an Individual Profile

Adding documents to the system

Setting up Document Reviews

Turning on change notifications

Create a New Firm

Adding Firm Contact Details

Assign SMF functions

Record SMF approval dates

Marking Functions not applicable

Create a draft Handover

Implement a Handover

Complete and close a Handover

Amending Handovers

Add a new individual

Update an individual

Creating Additional Fields

Deactivate an individual

Data Feed Exceptions Page

Individual Settings - Adding Departments & Locations

MRM Live and Draft Versions

My Profile / Settings

Email preferences

Reasonable Steps

Customise reasonable steps

Set up reasonable steps for an individual

Responsibilities

Creating Custom Responsibilities

Statement of Responsibilities

Creating a Statement of Responsibilities

Setting a Statement of Responsibilities to live

Making an amendment to a live Statement of Responsibilities

System Settings

System settings - Email templates

System settings - Group emails

System settings - Email Redirect (Training mode)

System settings - Company logo

Temporary Cover

Start a Temporary Cover

Temporary Cover Hand Back

Training Category Configuration

Logging a Training Record

Bulk Importing Training Records

User Management

Link an Individual To a User Account

Deactivating users

Amend User Permissions

Troubleshooting Guide

MRM Generation Issues

Unable to set a SoR to live

System not allowing deactivation of a record

System Individual Export

Comply Accountability

Planned Hardware and Software Maintenance Schedule IAR 2025

IAR Release Notes (09/10/2024)

IAR Release Notes (23/10/2024)

IAR Release Notes (06/11/2024)

IAR Release Notes (20/11/2024)

IAR Release Notes (04/12/2024)

IAR Live Release Notes (11/12/2024)

IAR Release Notes (15/01/2025)

IAR Live Release Notes (15/01/2025)

IAR Release Notes (29/01/2025)

IAR Live Release Notes (12/02/2025)

IAR Release Notes (12/02/2025)

IAR Release Notes (26/02/2025)

IAR Release Notes (12/03/2025)

IAR Live Release Notes (12/03/2025)

IAR Release Notes (26/03/2025)

IAR Live Release Notes (09/04/2025)

IAR Release Notes (09/04/2025)

IAR Release Notes (23/04/2025)

IAR Release Notes (07/05/2025)

IAR Live Release Notes (08/05/2025)

IAR Release Notes (21/05/2025)

IAR Release Notes (04/06/2025)

IAR Release Notes (11/06/2025)

IAR Release Notes (18/06/2025)

IAR Release Notes (02/07/2025)

IAR Live Release Notes (09/07/2025)

IAR Release Notes (16/07/2025)

IAR Release Notes (30/07/2025)

IAR Live Release Notes (13/07/2025)

IAR Release Notes (13/08/2025)

IAR Release Notes (13/08/2025)

IAR Release Notes (10/09/2025)

IAR Release Notes (10/09/2025)

IAR Release Notes (24/09/2025)

IAR Release Notes (08/10/2025)

IAR Live Release Notes (15/10/2025)

IAR Release Notes (21/10/2025)

IAR Release Notes (05/11/2025)

IAR Live Release Notes (12/11/2025)

IAR Release Notes (19/11/2025)

IAR Release Notes (02/12/2025)

IAR Live Release Notes (10/12/2025)

Planned Hardware and Software Maintenance Schedule Accountability 2026

IAR Release Notes (14/01/2026)

IAR Live Release Notes (14/12/2025)

IAR Release Notes (27/01/2026)

IAR Release Notes (10/02/2026)

IAR Live Release Notes (11/02/2026)

IAR Release Notes (24/02/2026)

IAR Release Notes (10/03/2026)

IAR Live Release Notes (12/03/2026)

Comply Accountability Release Notes (09/04/2026)

Comply Accountability Release Notes (21/04/2026)

Comply Accountability Release Notes (05/05/2026)

Comply Accountability Release Notes (14/05/2026)

Comply Accountability Release Notes (20/05/2026)

Planned Hardware and Software Maintenance Schedule PRM 2025

PRM UAT Release Notes (09/10/2024)

PRM UAT Release Notes (21/10/2024)

PRM UAT Release Notes (05/11/2024)

PRM UAT Release Notes (18/11/2024)

PRM Live Release Notes (27/11/2024)

PRM UAT Release Notes (02/12/2024)

PRM Live Release Notes (11/12/2024)

PRM UAT Release Notes (16/12/2024)

PRM UAT Release Notes (02/01/2025)

PRM Live Release Notes (08/01/2025)

PRM UAT Release Notes (10/02/2025)

PRM Live Release Notes (12/02/2025)

PRM UAT Release Notes (24/02/2025)

PRM Live Release Notes (26/02/2025)

PRM UAT Release Notes (10/03/2025)

PRM Live Release Notes (12/03/2025)

PRM UAT Release Notes (25/03/2025)

PRM Live Release Notes (26/03/2025)

PRM UAT Release Notes (08/04/2025)

PRM Live Release Notes (09/04/2025)

PRM UAT Release Notes (23/04/2025)

PRM Live Release Notes (30/04/2025)

PRM UAT Release Notes (07/05/2025)

PRM Live Release Notes (14/05/2025)

PRM UAT Release Notes (20/05/2025)

PRM UAT Release Notes (02/06/2025)

PRM Live Release Notes (03/06/2025)

PRM UAT Release Notes (17/06/2025)

PRM UAT Release Notes (25/06/2025)

PRM UAT Release Notes (30/06/2025)

PRM Live Release Notes (09/07/2025)

PRM UAT Release Notes (15/07/2025)

PRM UAT Release Notes (29/07/2025)

PRM UAT Release Notes (11/08/2025)

PRM Live Release Notes (13/08/2025)

PRM UAT Release Notes (27/08/2025)

PRM Live Release Notes (27/08/2025)

PRM UAT Release Notes (09/09/2025)

PRM UAT Release Notes (24/09/2025)

PRM Live Release Notes (24/09/2025)

PRM UAT Release Notes (06/10/2025)

PRM UAT Release Notes (15/10/2025)

PRM UAT Release Notes (21/10/2025)

PRM Live Release Notes (29/10/2025)

PRM UAT Release Notes (04/11/2025)

PRM Live Release Notes (12/11/2025)

PRM UAT Release Notes (19/11/2025)

PRM Live Release Notes (26/11/2025)

PRM Live Release Notes (10/12/2025)

PRM UAT Release Notes (15/12/2025)

Planned Hardware and Software Maintenance Schedule T&C 2026

PRM UAT Release Notes (06/01/2026)

PRM Live Release Notes (14/01/2026)

PRM UAT Release Notes (19/01/2026)

PRM Live Release Notes (28/01/2026)

PRM UAT Release Notes (03/02/2026)

PRM Live Release Notes (11/02/2026)

PRM UAT Release Notes (17/02/2026)

PRM Live Release Notes (26/02/2026)

PRM UAT Release Notes (02/03/2026)

PRM Live Release Notes (12/03/2026)

PRM UAT Release Notes (16/03/2026)

PRM Live Release Notes (26/03/2026)

Comply for T&C UAT Release Notes (02/04/2026)

Comply for T&C UAT Release Notes (14/04/2026)

Comply for T&C Live Release Notes (16/04/2026)

Comply for T&C UAT Release Notes (28/04/2026)

Comply for T&C Live Release Notes (30/04/2026)

Comply for T&C UAT Release Notes (11/05/2026)

Comply for T&C Live Release Notes (14/05/2026)

Comply for T&C UAT Release Notes (28/05/2026)

Comply for T&C Live Release Notes (28/05/2026)

Comply for T&C Suppo...

User Management

Link a User To a Per...

Link a User To a Person Record

Steps on how to link a user to a person account in PRM

First navigate to the person record and select Update Personal Details.

Then from the User Details tab, select the user to link the user record to, and select save.

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