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  5. HOW TO – Starting at Simplix

HOW TO – Starting at Simplix

Login: alpha.simplix.io

  1. Dashboard Overview:
    • After logging in, you will see the main dashboard with options for metrics, clients, and profile management.
  2. Creating a New Company:
    • Navigate to the “Companies” section.
    • Click on “New Company” and fill in the required details such as Company Name, Number of Employees, and Company Category.
  3. Framework Management:
    • Go to “Frameworks” and explore available frameworks like HIPAA Privacy, GDPR, NIST800-171, etc.
    • Select a framework to view details and load it for your company.
  4. User Management:
    • In the “Users” section, you can add new users by filling out the email, role, position, framework experience, and other relevant details.
    • Assign users specific roles and reporting supervisors.
  5. Exploring Reports and Activities:
    • Use the “Charts” and “My Activities” sections to generate and view various compliance and performance reports.
    • Utilize the library and Gantt chart features for documentation and project management.

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