Steps and Best Practices for using Compliance
Audience: Employees (Most commonly, those with the Employee Role in Compliance)
So your company is now using Compliance; what does this exactly mean for you? It means everything! An easier way to report, complete and send information to your Security Managers. Read below for a few quick tips on getting started with Compliance.
Our Knowledge Base and Campus holds a handful of support articles to guide you through the process of using each feature. Check it out HERE!
Quick Tip #1: Logging into Compliance
Creating your account is an easy task. All that is required is to open the “Welcome Email” that was sent to you and select “Get Started” -- Subject Line: [Threatswitch] Your New Account Has Been Created. The next step is to enter your password and log into your account! Once logged in you will be able to access all the features Compliance has to offer.
Note: ThreatSwitch was the previous name of the platform and is still present in certain areas. You will see reference to ThreatSwitch is certain sections of the knowledge base.
Did you not receive a Welcome Email? There could be a few reasons why; either the email went to your Spam folder or blocked by an internal security system put in place by your company. Or your Security Manager needs to set up your account, connect with your Security Admin to get this set up!
Are the URLs not working in the Welcome Email? This sometimes happens. Follow the three steps listed under the next bullet point.
Do you know your username but the information in the emails will not let you reset or access the system? This is an easy fix! Follow the steps below:
Open https://app.threatswitch.com/login and select “Forgot Password”
Enter your email address and select Submit
Open the email and follow the instructions in the email to reset your password
Quick Tip #2: Review FAQ and Common Obstacles
Below are common questions we get when companies first start using Compliance. Review the common questions and obstacles to help familiarize yourself with the platform.
Why am I using Compliance? Your company wants to make it easier for employees to participate in its industrial security program. Compliance helps employees and companies stay compliant with federal rules and regulations.
What is the best browser to use? You guessed it! Google Chrome and FireFox. (While we are compatible with Microsoft Edge, we don’t recommend using it).
What URL do I use to access Compliance? https://app.threatswitch.com/login -- Bookmark it!
Completely stumped or have a question? We are here for you anytime! No literally, we have a 24/7/365 Support Center. If you ever have a question about anything (really, anything), contact us using the Chat feature in the bottom right corner of our website.
Are you not receiving the password reset emails? Here are some helpful tips and a useful support article -- check it out!
Is it in your Spam folder?
When resetting your Password, are you entering the correct email associated with your account?
Your company could be blocking this -- reach out to your Security Admin or IT Department to check and see if communication is being blocked from ThreatSwitch/Compliance email addresses.
Quick Tip #3: Navigating Compliance and the features
Now that you have communicated Compliance to all employees, informing everyone how to use the features is the next task. The support articles listed below will help users learn how to utilize each tool.
Quick Tip #4: Reviewing some Quick Tips
Learning how to use Compliance is easy.. Each feature is easy to navigate and extremely user friendly. Outlined below are a few quick tips that help you have a better understanding of what can be done within the platform.
Updating Personal Information - Have a change of address? Or a new Emergency Contact? Or did you just get a new Passport and/or Driver License? All you need to do is click your Profile icon in the top-right corner of your account, then click Profile. Edit the fields from there.
Reviewing your Inbox and Dashboard - Unsure of what tasks need your attention? Not to worry! Compliance makes this easy for you with three simple features.
Employee Inbox - Notifies you of all the open items you need to address and submit to your Security Manager
Dashboard - The dashboard helps you quickly submit reportable information, visit requests and trainings. Want to learn more about the Dashboard and Inbox functionality, this support article highlights the functionality.
Weekly Digest Emails - Constantly worried you missed a task or an assignment? Compliance makes your life easier by sending you weekly email outlining all outstanding tasks that you need to complete.
Questions? No need to fret, your Customer Success Manager will walk you through this during the Onboarding and during Progress Calls. Also, you can ask questions 24/7/365 through our platform using Chat (the pop up in the bottom right hand side of the page).