Registering to Use the Advanced Help System

The following article discusses setting up an account so you can access advanced level topics in the help system, such as managing the organization and configuration of your company's ComplianceMate implementation. Users with help system accounts are also able to access articles such as release notes and announcements, as well as follow articles so that they receive notifications if the articles are updated.

If none of this applies to you, you don't need to create a help system account. The basic version of the help system will provide you with all the information you need.

When setting up the help system account, keep in mind that it is different than the account needed to access the ComplianceMate Server App:

• If you use the Server App, then you were sent an invitation that you then accepted and set up a password for your Server App account. Accepting the invitation only gives you access to the Server App. It does not create a help system account. This is an extra step that is described below. You can use all the same credentials, but these are stored in two separate systems to help guarantee the security of your organization's data.
• If you never use the ComplianceMate Server App (i.e., you only use the Mobile App), you probably don't have or need an account to access it and probably don't need a help system account.

If you have any questions, please do not hesitate to contact the ComplianceMate Support Team.

To create a user account that allows you to access the advanced version of the ComplianceMate Help System, you will need to submit a registration request by carrying out the following:

Accessing the Sign In dialog...

On any of the help system pages, click the Sign In/Register button located in the upper right corner:

• If you see 3-line button instead of the Sign In/Register button in the upper right corner, click that button and the Sign In/Register button appears. Click it:

  

  

The Sign in to ComplianceMate Help form appears:

Where to go next...

• Signing up for a new help system account...
• You already have a help system account but no password...
• You already have a help system account but forgot your password...

Signing up for a new help system account...

If you are sure you don't have an account, then you need to have one created.

1. Click the Sign up link on the form:

   

   The Sign up form appears:

   

2. Enter Your Full Name and Your email address, and click Sign up. A message appears on the page advising you to Check your email:

   

3. Click Close. The Sign in form appears. Proceed to Create/Reset a password...

   You can return to the page you accessed the registration process from by clicking your browser's back button multiple times until you reach the page.

You already have a help system account but no password...

If you have previously carried out any of the following, you most likely already have an account in the Help System but you need to create a password:

• You sent an email directly to ComplianceMate Support using the same email address you intend to use for the Help System.
• You submitted a Support Ticket through the Server App using the same email address you intend to using for the Help System.

  Passwords from the Server App are not automatically transferred to the Help System because they reside on two different servers and that would NOT be in compliance with most security policies and protocols.

• You signed up for an account, but never created a password.

If none of these are true, then proceed to Sign up for a new account...

In any of these are true, all you need to do is get a password:

1. On the Sign in dialog, click the Get a password link:

   

   The Please set me up with a new password dialog appears:

   

2. Enter your Email address and click Submit. The Check your email for a reset link dialog appears:

   

3. Click Close and proceed to Create/Reset a password....

You already have a help system account but forgot your password...

If you know you have an account but forgot the password, carry out the following to get a new password:

1. On the Sign in dialog, click the Forgot password? link:

   

   The Please set me up with a new password dialog appears:

   

2. Enter your Email address and click Submit. The Check your email for a reset link dialog appears:

   

3. Click Close and proceed to Create/Reset a password....

Create/Reset a password...

1. Go to the Inbox of the email account you used for creating your account, and open the email (the email would have come from support@compliancemate.com or no-reply@compliancemate.com):

   If you creating a password for a new account, the email will appear as follows:

   aaa

   If you are resetting the password for an existing account, the email will appear as follows:

   

   • If you don't find the email in your Inbox, check your SPAM/JUNK/BULK mail folder(s) to see if it is there.
   • If you don't find the email in any of your email folders...
     • And you were signing up for a new account, it means the email address you entered was probably not correct. Try signing up again.
     • And you were requesting a new password for an existing account, it means one of the following is true:
       • The email address you entered was probably incorrect. Repeat You have an account but no password...
       • There is no account using the address you entered. You will need to Sign up for a new account...
     • If you still don't receive an email, contact ComplianceMate Support.
2. On the open email, click Create a password (or Set a new password) link. The Choose your secret password form appears with the Your name field already populated:

   

3. Enter Your password in the blank field, following the Password requirements listed below the field, and click Set password.

What's next?

• If you were requesting a new password for an existing account, the password on the account will be updated with the password you provided and the page you launched the request from appears.
• If you were requesting a new account be created:
  1. The account will be created and its status set to Pending. You can continue to use the Help System in basic mode.
  2. Your request will then be reviewed:
     • If you have previously submitted a support ticket using the same email address, your request will be automatically approved.
     • If you have a Server App account that uses the same email address, your request will automatically be approved.
     • If neither of the above is true, a ComplianceMate support representative will review your new account and either approve it, reject it, or contact you via email for additional information.
  3. Once approved, your account will be designated as an Authorized Guide User, giving you access to advanced level topics in the help system.
  4. You will receive an email notice letting your know you account is ready for use.