Managing Designs
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      How does the compliance feature work?

      Compliance allows you to review designs before they can be exported from the platform.

      The Compliance feature ensures that brand images and data are correctly applied in designs edited by agents. You can designate a Compliance Admin (reviews for the whole platform) or Compliance Manager (reviews for their team only) to review and approve designs before they are downloaded or printed, ensuring alignment with your company’s branding or content guidelines.
      Many users utilize this feature for items like business cards or designs where sensitive information must be customized. Agents will have to select "Submit to Compliance" during editing. Once approved, they can use the design; if rejected, users receive notes explaining the reasons for rejection and can make necessary edits before resubmitting. 
       

      How to set up compliance 

       

      For categories (recommended)

      1. In Admin panel go to Designs > Categories.
      2. Click Actions > Edit on the category desired.
      3. In the Details section, check the box for Requires Compliance, and then click on Update Category at the bottom of the page to save your changes.

      For designs

      1. In Admin panel go to Designs > Designs.
      2. Click Actions > Edit on the desired design.
      3. In the Details section, check the box for Requires compliance and then on Update Design at the end of the page.

      For design types 

      1. In Admin panel go to Designs > Designs Types
      2. Click Actions > Edit on the desired design type
      3. In the section Details, you´ll check the box Requires compliance and then on Update Design Type at the end of the page 

      This feature is particularly beneficial for maintaining quality control for print designs or any designs that require additional attention.

      How to set a user to be an admin / manager for compliance requests?

      1. On the Admin panel, go to Users > Users
      2. Select the desired user from the list, and then click on Actions > Edit
      3. In the right panel, you will find options for Manager Permissions and Admin Permissions. Select either Compliance Manager or Compliance Admin, depending on the user's role.
      • Differences between both of them:

      Compliance Manager: Receives compliance submission notifications from everyone on their team.

      Compliance Admin: Receives notification of a submission from everyone on the platform. 

       

      Once a user has submitted a design to compliance, the Compliance Admin or Compliance Manager will receive an email notification, and/or they can also access compliance from the Request tab in the Admin panel.