Get started with CalmCompliance
If you are the organization owner, you will see the Welcome to CalmCompliance onboarding checklist when you first enter your site. Complete the checklist to track your setup progress, then click Finish Onboarding to open your inbox and begin working.
Complete the onboarding checklist
The checklist is owner-only and covers the essentials needed to run your workspace. Work through each task in any order, mark items as Done, or Skip them if they do not apply yet.
Invite your first users — Add the people who will work in your site.
Create teams or groups — Group people so you can assign work and control access by team.
Add organisational tags — Label locations, assets, and records so they are easy to find and filter.
Add an approval policy — Define who must approve changes or submissions.
Add a review policy — Set how often documents and procedures must be reviewed.
When you are ready, click Finish Onboarding to close the checklist and open your inbox.
Invite your first users
Go to Settings > User Management and click Add User. Enter the person's First Name, Last Name, and Email Address.
In Access Control, choose which site they can access and set a role for each module:
Member — View-only and complete assigned work.
Manager — Create, edit, and organize records; cannot delete items or change module settings.
Admin — Full control, including deleting items and managing module settings.
Use Set All to apply the same role across every module for a site. If you check Create Personnel Record or Make Organization Owner, those options apply immediately when you click Add User. The person receives an email invitation and gains access after accepting.
To add or edit users, you need at least the Manager role for the Site module.
Create teams and add tags
Creating teams and tags early keeps your records organized and makes assignment easier. Create teams in the relevant module so you can assign work to a group instead of individuals. Add tags to locations, assets, documents, and forms so they are easy to filter and search.
Try your first actions across modules
Once your core setup is in place, run through one quick action from each area you plan to use. These are the fastest ways to see how the modules connect.
Report an issue or hazard
Go to Service Desk > Issues and click Report Issue. You can also start from a location or asset page. Enter a description, add a photo if you want, and choose a category and severity. Click Submit.
AI will suggest a title, category, and severity for a manager to confirm. A workflow rule or default assignee can then route the issue to the right person automatically.
Anyone can report an issue by scanning a QR code on a location or asset, even without an account or the app.
Submit a service request
Go to Service Desk > Requests and click Submit Request, or start from a location or asset page. Enter a description and, if you want, a priority and due date. Click Submit.
Requests must be submitted by an authenticated user. Anonymous submissions are not available for requests.
Create a risk assessment
Go to Risk Assessments and choose Create One. Members can create and edit assessments directly. Add hazards and controls, then select an approval template and a review policy directly on the assessment form. You can also import from PDF to avoid copying content manually.
Upload a policy or document
Go to Documents > Library and upload your first policy or procedure. Once it is in the library, staff can access it from their dashboard or by scanning a QR code you generate for the document.
Build a form template
Go to Forms and create a template for a checklist or inspection. When you publish it, your team can complete it on mobile and the results are stored as connected records.
Setup Mode and onboarding
New organizations start in quiet Setup Mode so non-owner members are not disturbed while the owner is configuring the workspace. If your organization is still quiet when you finish onboarding, clicking Finish Onboarding will also take the organization live and send a one-time account-ready announcement to members you added during setup. You can also change the organization state at any time from the inbox banner, Notifications settings, or the admin organization page. For more details, see Using Setup Mode.
What to do next
After your first actions, explore the detailed guides for each module. For how site URLs resolve when you enter an organization, including the reserved default path and fallback site selection, see How site URLs and landing redirects work.