CalmCompliance

Ben Gale

Configure your workspace: invite users, create groups, set up tags, and generate QR codes for locations and assets.

Settings

How to invite team members to your CalmCompliance organization

Inviting Users to Your Organization

Learn how roles, modules, and permissions work in CalmCompliance

Understanding User Roles and Permissions

Organize users into groups for team-based work assignment

Creating Groups and Teams

Assign tasks, work orders, and training to groups for team-based work

Using Groups for Assignments

Understand which modules your organization has and create reusable permission templates for consistent user access

Module Entitlements and Permission Templates

Invite users, create groups and teams, and configure roles and permissions for your organization.

User Management

Create and manage color-coded tags to organize content across CalmCompliance

Creating Organizational Tags

Apply tags to documents, risks, forms, and other items to organize and group related content

Using Tags to Categorize Content

Use tag filters to quickly find documents, risks, and other tagged items

Tag-Based Filtering and Search

Create tags to organize content across documents, risks, and forms, and use them for filtering and search.

Tags & Organization

Create QR codes for locations, assets, documents, forms, and scheduled work

Generating QR Codes for Locations and Assets

Print professional QR code labels using standard label sheets and configure layout settings

Printing QR Codes

Scan QR codes with your phone to access locations, forms, documents, and work orders

QR Code Scanning Workflow

Generate and print QR codes for locations, assets, documents, and forms so staff can scan to access what they need.

QR Codes

Choose how and when you receive email, push, and other notifications

Configuring Notification Preferences

Configure how and when you receive email, push, and other notifications.

Notifications

View the audit log to see who did what and when across documents, forms, and other actions

Viewing Audit History and Understanding Audit Events

View audit history and understand what actions are recorded across your site.

Audit Log

Connect Google Workspace to sync users from your directory into CalmCompliance

Google Workspace Integration

Connect Microsoft Azure (Azure AD) to sync users and groups into CalmCompliance

Microsoft Azure Integration

Report issues and requests by email, reply to comments via email, and view inbound email logs

Inbound Email

Connect CalmCompliance to other systems via API and webhooks (Enterprise)

API and Webhooks

Connect Google Workspace, Microsoft Azure, inbound email, and API integrations.

Integrations

App Login

Find answers and get help from Intercom Support and Community Experts

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