For Administrators

Getting started
Welcome to Policy Passport!  If you have received an email from Compliance Online that you have been granted administrative privileges for your com...
Tue, 4 Dec, 2018 at 12:46 PM
Overview of the Admin dashboard
The admin dashboard gives you complete control over Policy Passport for your organisation. You can access the admin dashboard by clicking on the ADMIN ...
Fri, 1 Jun, 2018 at 12:34 PM
Creating, viewing, and managing user groups
User groups allows you to view your organisation's groups and the users assigned thereto. Step 1: Click on Admin tab Step 2: Click on Manage gr...
Thu, 17 Jan, 2019 at 11:18 AM
Create a new user
Step 1: Click on the Admin tab  Step 2: Click on Manage users Step 3: Click on the New User icon at the bottom of the page to create a new u...
Thu, 17 Jan, 2019 at 11:16 AM
Bulk upload user template
Users can be bulk updated and uploaded by using the attached Microsoft Excel spreadsheet.  Please complete the required fields and submit the file to us...
Tue, 8 Jan, 2019 at 1:51 PM
Creating and publishing new policy for distribution to employees
Creating a new policy/document consists of sections: Adding/uploading your policy/document file  Adding optional questions/testing to the policy ...
Thu, 17 Jan, 2019 at 10:31 AM
Secure file upload service
In order to comply with best industry security practices and adhere to the Protection of Personal Information Act (POPIA) and General Data Protection Regula...
Tue, 8 Jan, 2019 at 10:33 AM
Searching and editing an user
Step 1: Click on Admin tab   Step 2: Click on Manage users    Step 3: In the search box you can search for users using their name or email address. ...
Thu, 17 Jan, 2019 at 11:29 AM