How do I set up my account and onboard my organisation?

Visit our help article on Account Setup & Organisation Onboarding for a step-by-step guide.

How do I create my first policy?

Visit our help article on Creating Your First Policy for a step-by-step guide.

How do I distribute policies via magic links?

Visit our help article on Distributing Policies via Magic Links for details on email distribution.

How do I track acknowledgements and completion rates?

Visit our help article on Tracking Acknowledgements & Completion Rates for dashboard and reporting details.

What roles and permissions are available?

Visit our help article on Roles & Permissions Explained for a full breakdown of RBAC roles.

How do I manage billing, policy packs, and invoices?

Visit our help article on Policy Packs, Purchases & Invoices for billing and payment details.

Help Centre | PolicySuite

Getting Started

Account setup, your first policy, and navigating the template library.

View all 3 articles

Policy Management

Distribute policies, track acknowledgements, manage lifecycle, and run training.

View all 7 articles

Account & Billing

Manage your team, roles, employee lifecycle, billing, and account settings.

View all 4 articles

Compliance & Reporting

Run compliance scans, manage attestations, access audit trails, and prepare for certification audits.

View all 8 articles

Getting Started

Account Setup & Organisation Onboarding Getting Started

Creating Your First Policy Getting Started

Using Policy Templates (990+ Library) Getting Started

Policy Management

Distributing Policies via Magic Links Policy Management

Tracking Acknowledgements & Completion Rates Policy Management

Automated Reminder Schedules Policy Management

Training Modules & Quizzes Policy Management

Policy Lifecycle & Version Control Policy Management

Policy Ownership & Governance Policy Management

Employee Groups & Targeted Distribution Policy Management

Account & Billing

Roles & Permissions Explained Account

Policy Packs, Purchases & Invoices Billing

Managing Team Members & Settings Account

Employee Lifecycle Management Account

Compliance & Reporting

Compliance Scanner & Gap Analysis Compliance

Attestations & Compliance Declarations Compliance

Auditor Portal & External Access Compliance

Compliance Calendar & Review Scheduling Compliance

Reports & Analytics Dashboard Insights

Audit Trail, Export & Reporting Compliance

GDPR Policy Templates Guide ↗ Blog

ISO 27001:2023 Requirements ↗ Blog

Still need help?

Our support team typically responds within 24 hours. German, French, and Italian available for Swiss customers on request.

Email support@policy-suite.com