Compliance Profiles serve as the foundation for ensuring the companies (Parties) are abiding to the necessary Requirements you need in order to do business with them)
Go to the dropdown menu located on the top left of the screen, click Workspace Settings.
Then, click the Compliance profiles tab**.**
Next, click + New profile button located towards the top right of the screen.
In the Compliance Profile Name text box, enter a specific name for your profile. This will help you differentiate from additional compliance profiles.
On the left-hand side under Compliance Modules, be sure to select all the relevant modules you'd like to have in your profile. Evidence of Insurance will always be selected as default. You can use the other forms to track things such as W9s, Professional Licenses, etc.
The selected Modules will appear in sections within the center of the page. Within each Module, toggle on (blue) or off (grey) the applicable Requirement Group(s).
Once toggled on, you’ll notice a default “must be present” requirement will appear. You can only have one associated Requirement per Requirement Group. (NOTE: If you’d like or need to track more than one requirement or more specific limit base requirements (Ex: $1MIL each Occurrence or $2MIL Aggregate) you must upgrade to our TrustLayer Pro plan.)
Repeat Steps 5 & 6 until you’ve added all your desired Requirement Groups and their associated Requirement within each selected Module.
You can adjust the order of any Module or Requirement Group hovering to the left of it, then clicking and dragging once your cursor turns into a hand.
Once your profile looks complete, click Create Compliance Profile at the top right to finalize this process.