Articles on: Navigation

Account Tasks

You can access the Account Task area through the Settings dropdown of the navigation bar. See below for guidance:

Navigation guidance for

Inside of the Account Tasks area you will find a list of tasks that we require you to complete in order for the OneClickComply platform to function as intended, or for you to get maximum value out of the platform. An example Account Task would be to 'Book your onboarding call'.

If you have any questions regarding Account Tasks, or how they may impact your use of the OneClickComply platform, please contact a member of the support team.

Updated on: 01/05/2025

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