Importing your first Compliance Tracks

Once you have created your first Partner, its time to import your Compliance Track starter pack. First, switch to the Compliance Role. If you do net yet have the Compliance Role, switch to the Subscription Admin Role, select User Management and add yourself to the Compliance Role via the ‘Change Roles’ icon next to your user.

Click on Tracks on the left hand menu, and on the Top right of the Popup Dialog, select “Compliance Packs”

Choose one of the FREE starter Packs and Click LOAD.

Now switch Roles to Client Services and select (or create) a Prospect. Navigate to the second (details) tab and you will see “Onboarding Tacks” on the Right Hand Menu

A full Onboarding Tutorial is available here.