GENERAL FUNCTIONS
DOCUMENTATION COLLECTION TASKS
LOGIN
Get an application password or for enhanced security, use your corporate login solution to access the Complyon platform.
Corporate Login
SINGLE SIGN-ON
After receiving the invite email to the Complyon system. Click on the appropriate Single Sign-On (SSO) button to login with your normal credentials.
- Go to system.complyon.com
- Click on Sign in with Microsoft or Google depending on your organization’s preference
- Login with your normal credentials
If login fails; you probably need your IT department to approve the Complyon app. Alternatively, you can ask the auditor setup password login.
Password Reset
GET A PASSWORD
- Go to system.complyon.com
- If this is your first time logging in with a password, click on ‘Forgot your password?’ and follow the instructions
- Input your email address and your Complyon password
- Click on Login
If you’re unable to reset your password, your user might not exist in the complyon system yet or your user is not permitted to login using a Complyon password, in which case you should login using Single Sign-On.
The Home page is your main page in the Complyon system. Spend some time getting your barring and select the system language of your choosing.
Home page
FIRST TIME LOGGING IN
- Make sure that you’re on the correct workspace
- If you like, you may give yourself a unique profile picture for easy recognition.
- You’re only expected to do something if you have open items under ‘My tasks’.
HOME PAGE
➊ Navigate between workspaces
➋ Notifications, activity log, user profile and language selection
➌ Main menu – menu items will appear as assets are assigned to you.
➍ Profile cards – change profile picture, double-click to change name.
➎ List of assigned tasks grouped by audits. Click on ‘Open tasks’ to see list of individual tasks.
INVITE NEW USER
After logging in to the Complyon system you may open the lists of assigned tasks on the Home page under ‘My tasks’. From here tasks can be reassigned to other people in your organization.
- Logon to the Complyon system and navigate to the Home page.
- Under ‘My tasks’ click on ‘Open tasks’ on the relevant audit project.
- Click on ‘Re-assign’ on the tasks that you wish to give to another user.
- If the user does not yet have a Complyon account you can invite a new user by clicking on the plus-icon.
- When creating a new account you’ll have to decide on what kind of authentication should be used. Single Sign-On with Microsoft or Google is recommended.
- The new user will receive a notification email
SYSTEM DESCRIPTION TASK
The system description task allows you to use hierarchical modules to build a general description of your control environment that will form the basis of the audit.
- Add sections as headlines or general descriptions like ‘Introduction’, ‘Access management’, etc.
- Add measures under sections for description of implemented controls like ‘Review of access rights’, ‘Physical and environmental security’, etc.
- Drag n’ Drop sections and measures to sculpt the desired layout.
- Reuse sections and measures on future audits.
DOCUMENTATION COLLECTION TASK
If you have received a task you should provide the evidence as requested in the top of the task window.
FIRST TIME OPENING A TASK
- Be as precise as possible when writing in the control description text field.
- Upload only the requested documents
- Send a chat message to the auditor if you have any doubts about how to proceed.
- Remember to click on ‘Complete’ once all the requested evidence have been provided.
➊ Navigate between workspaces
➋ Initial documentation requirements.
➌ Text input e.g. description of how your organization handles this particular control.
➍ Attachment of requested documents (Drag n’ Drop.)
➎ Documents attached on related task that can be added to this task.
➏ Sent chat message to the auditor
➐ Save and complete task. When the task is completed, the auditor can start working on the input
SAMPLES AND ADDITIONAL REQUESTS
SAMPLE DOCUMENTATION
Open each sample and follow the instructions.
- Open each sample and follow the instructions in the top of the sample window.
- Make sure to click ‘Complete’ on each sample when done with it.
- When completed, the icon changes from yellow triangle to green check mark.
- Remember to click on ‘Complete’ for the task once all samples are completed.
THE TESTING SECTION
The Home page is your main page in the Complyon system. Spend some time getting your barring and select the system language of your choosing.
