Getting Started
Set up your organisation, invite your team, and establish your compliance baseline.
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Setting up your organisation
When you first sign up, Cleverer creates your organisation and gives you an owner account. Your organisation is the container for all compliance activity — team members, training, governance, evidence, and scoring all belong to it.
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Inviting your team
The Team page is where you add members to your organisation. Each person you invite is assigned a role (Owner, Admin, Manager, Director, or Team Member) and a training path that determines which courses they need to complete.
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Understanding your dashboard
The dashboard is your compliance command centre. It shows your overall compliance score, a breakdown by component (Training, Governance, Reviews, Risk), and flags anything that needs your attention.
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Completing the onboarding checklist
Your dashboard shows a four-step getting started checklist that walks you through establishing your compliance baseline: invite your team, complete your own training, review your governance framework, and confirm your first compliance review.
