Home Page

Once you are logged in you will be brought to the homepage from this page you can access your task list by clicking on ‘Access Compliance Dashboard’ this will open up a new tab.


Here you will find your task list which contains all items submitted to be reviewed, you will also find the site directory with a list of all websites under the company. 


Editing Content

On the task list you can see the advisors name, time the content was submitted, company name & number of items submitted. 


First you will want to assign the content you decide to review. 


Once Assigned click on the advisors name to review the content. 


This task list specific to the Advisor is split into 3 sections - Blocks, Menu Links & Content Items.The items that appear within these 3 sections is content that has been submitted for review by the advisors.


You may edit content submitted by the compliance user by clicking on the edit button at the top


To edit content navigate to the body section & apply any changes required.


Once changes have been made you can then Approve the Content from the options at the bottom the page.