How to Validate a User's Compliance Document

Aims:

By the end of this guide, you will be able to Validate a User's Compliance Document.

Step by Step:

1. Navigate to Admin View by clicking on your profile image in the top right corner and click on ‘Switch to Admin View’. (This might not be available depending on your permissions)

2. Click on the Compliance Tab on the Menu Bar.

3. Click on the Users button. You can either search for the user via the Search Bar or the table below.

4. When a document is pending a red triangle will appear. Click on the Red Triangle. A popup will appear.

5. Click on the PDF icon to view the Document.

6. Look at the document and if it's correct, put in the Expiry Date and then click the Verify button in the bottom left-hand corner of the popup.