---
title: Settings Module Overview
description: The Settings Module provides Organization Team Members with the tools to manage core administrative functions
---

[Skip to content](https://knowledge.compliancygroup.com/home/settings-module-overview#main-content)

English - United States

Show submenu for translations

[Submit a Ticket](https://knowledge.compliancygroup.com/home/kb-tickets/new?hsLang=en-us) [Go To Customer Portal](https://help.compliancygroup.com/home?hsLang=en-us)

![Compliancy Group](https://knowledge.compliancygroup.com/hs-fs/hubfs/Landing%20Page%20Content/logos/logo-rgb.png?width=3432&height=613&name=logo-rgb.png)

Open main navigation

Close main navigation

- English - United States
  
  Show submenu for translations
- [Submit a Ticket](https://knowledge.compliancygroup.com/home/kb-tickets/new)
- [Go To Customer Portal](https://help.compliancygroup.com/home)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://knowledge.compliancygroup.com/home?hsLang=en-us)
2. [Workforce](https://knowledge.compliancygroup.com/home/workforce?hsLang=en-us)
3. [Settings Module](https://knowledge.compliancygroup.com/home/workforce?hsLang=en-us#settings-module)

# Settings Module Overview

### **Settings Module Overview**

The **Settings Module** provides Organization Team Members with the tools to manage core administrative functions, including Team members, Locations, Groups, Trust Badges, Employee Portal settings, and more.

![Screenshot 2026-01-20 at 12.27.50 PM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202026-01-20%20at%2012.27.50%20PM.png?width=670&height=465&name=Screenshot%202026-01-20%20at%2012.27.50%20PM.png)

Where applicable there is an Account and Billing tile within the settings module. More information on this feature can be found here: [Accessing and Managing Billing.](https://knowledge.compliancygroup.com/home/accessing-and-managing-billing?hsLang=en-us)

### Table of Contents

- [Team](https://knowledge.compliancygroup.com/home/settings-module-overview#Team)
- [Locations](https://knowledge.compliancygroup.com/home/settings-module-overview#Locations)
- [Hotline & Incident Management](https://knowledge.compliancygroup.com/home/settings-module-overview#HotlineandIncident)
- [Groups](https://knowledge.compliancygroup.com/home/settings-module-overview#Groups)
- [Trust Badges](https://knowledge.compliancygroup.com/home/settings-module-overview#TrustBadges)
- [Exclusion Monitoring](https://knowledge.compliancygroup.com/home/settings-module-overview#ExclusionMonitoring)
- [Employee Portal](https://knowledge.compliancygroup.com/home/settings-module-overview#EmployeePortal)
  
    - [One Time Passcode](https://knowledge.compliancygroup.com/home/settings-module-overview#OTP)
    - [Employee Document Folders](https://knowledge.compliancygroup.com/home/settings-module-overview#DF)
- [Localization](https://knowledge.compliancygroup.com/home/settings-module-overview#localization)
- [Org Profile](https://knowledge.compliancygroup.com/home/settings-module-overview#Orgprofile)

**Team**

The [**Team**](https://knowledge.compliancygroup.com/home/assigning-roles-and-permissions-in-the-guard?hsLang=en-us) in The Guard are the individuals who will have access to manage The Guard's Modules and Data. 

To add new Team Members:

1. Navigate to **Admin \> Team**
2. Select **Invite Team Member** and fill in the form that appears

**Title Dropdown**

Offers the ability to assign a Team Member a title that reflects their responsibilities. The main categories include **IT, Clinical, HR, Compliance, Executive, Finance, Safety, Practice**, and **Other**, each containing specific titles relevant to that category. 

**Roles**

Roles define the scope of a Team Member’s capabilities. Select one of the following:

- **Contributor**
  
    - Can create and edit content only within their assigned locations and modules.
    - May view assets and content in their permitted modules only if the asset’s location designation matches their assigned location permissions.
    - May edit only the assets and objects they own (as the assigned owner) or those they personally created.
- **Location Admin**
  
    - Has complete view access to anything in their permitted modules, regardless of asset ownership.
    - May edit only the assets and objects with location designations matching their assigned location permissions.
- **Org Administrator**
  
    - Has full access to all locations, modules, and settings across the organization.
    - Can manage users, locations, and all other areas,

**To assign a role:**

1. Click the **Select** button under the desired role.
2. The selected role will be highlighted and marked as chosen.

#### **Locations**

Locations restrict or allow a Team Members access to specific physical or organizational sites.

- **All Locations**
  
    - Grants permissions for all current and future locations.
- **Specific Locations**
  
    - Select individual locations by checking the box next to their name.
    - Team Member will only have access to content and modules for the selected locations.

#### **Modules**

Modules determine which areas a Team Member can access. Permissions can be toggled **Enabled** or **Disabled** individually.

**Compliance Modules:**

- **Employees** – Manage employee records.
- **Policies** – View, create, and edit policies.
- **Learning** – Assign and manage trainings.
- **Exclusion Monitoring** – Manage and review exclusion monitoring results.
- **Asset Tracking** – Manage organizational assets.

**Risk & Assessment Modules:**

- **Playbooks** – Manage and execute playbooks.
- **Programs** – Create and manage programs.
- **Standard Reports** – Access and generate standard reporting.

**Incident Management:**

- **Incidents** – Log and manage incident reports.

**3rd Party Risk Modules:**

- **Vendor Management** – Manage vendor records.
- **Applications** – Log and manage applications

**To enable or disable a module:**

1. Toggle the switch next to the module name.
2. Use Enable All or Disable All to update the entire category at once.

These features allow organizations to assign the minimum necessary permissions for each Team Member. Location Admin can be used for location-specific managers and Contributor for staff needing limited editing rights. These settings can be reviewed and modified as needed.

Once you’ve selected the role, locations, and modules, selections can be saved by selecting **+Invite New Team Member** to apply the roles and permissions and send a registration email.

**Adding Locations**

Selecting the locations tile will populate the option update and edit your organizations locations. 

Using the **+ Add Location** button will populate the fields to enter the Location name and address.

![Screenshot 2025-12-10 at 7.56.09 PM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202025-12-10%20at%207.56.09%20PM.png?width=670&height=156&name=Screenshot%202025-12-10%20at%207.56.09%20PM.png)

If a location needs to be edited it can be selected from the list to make name or address changes. If the location is no longer needed it can be set to inactive after selecting the Location from the list. Move the active toggle to the left and it will change the locations status to inactive.

![Screenshot 2025-12-10 at 8.11.25 PM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202025-12-10%20at%208.11.25%20PM.png?width=598&height=431&name=Screenshot%202025-12-10%20at%208.11.25%20PM.png)

#### **Hotline and Incident Reporting Portal**

The Hotline and Incident Management tile allows the Organization'sTeam to generate a link for Employees to access and report an Incident. This link is generated per Organization so it can be posted internally and retrieved, if needed.

![Screenshot 2026-01-20 at 12.20.58 PM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202026-01-20%20at%2012.20.58%20PM.png?width=670&height=241&name=Screenshot%202026-01-20%20at%2012.20.58%20PM.png)

The Hotline Report Portal, once accessed, contains a form to fill in to make a report:

![Screenshot 2026-01-20 at 12.21.16 PM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202026-01-20%20at%2012.21.16%20PM.png?width=670&height=381&name=Screenshot%202026-01-20%20at%2012.21.16%20PM.png)

More information on Hotline and Incident Reporting can be found in these articles: [Hotline Reporting](https://knowledge.compliancygroup.com/home/hotline-reports-overview?hsLang=en-us) and [Incident Reporting](https://knowledge.compliancygroup.com/home/incidents-module-overview-0?hsLang=en-us)

**Groups**

The Organization's **Team** can manage **Groups** here to assist with tagging across your Organization.

 

1. Navigate to **Admin \> Groups**
2. Select **Create Group**, then fill out the form to create your Group(s):

 

![Screenshot 2026-01-20 at 12.29.14 PM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202026-01-20%20at%2012.29.14%20PM.png?width=670&height=305&name=Screenshot%202026-01-20%20at%2012.29.14%20PM.png)

Employees can be added to Groups via the **People** module.

1. Navigate to **People**
2. Select the individual needing to be added to a Group
3. Select **Options** in the top-right, then select **Edit Profile** from the drop-down
4. Add the needed Groups in the **Groups** field, then **Save**

**Trust Badges**

[**Trust Badges**](https://knowledge.compliancygroup.com/home/monitored-by-compliancy-group-trust-badges?hsLang=en-us) can be accessed and the code snippet copied for display on the Organization's website. The Trust Badges are accessible via the Admin Module following the first 24-hours after Org creation in The Guard.  

Only relevant Trust Badges will be displayed. If an Organization is not using SOC2 or OSHA content within The Guard, then these Trust Badges will not be displayed or accessible. 

**Exclusion Monitoring**

Where applicable exclusion monitoring tile can be used to enable monitoring for People and/or Vendors. More information can be found in this article: [Exclusion Monitoring](https://knowledge.compliancygroup.com/home/a/solutions/articles/48001264835?hsLang=en-us)

**![Screenshot 2025-12-10 at 8.17.08 PM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202025-12-10%20at%208.17.08%20PM.png?width=670&height=249&name=Screenshot%202025-12-10%20at%208.17.08%20PM.png)**

**Employee Portal**

The employee portal tile includes options for turning One Time Passcode and Document Folders in the employee profiles and portals.

**![Screenshot 2026-01-20 at 12.31.12 PM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202026-01-20%20at%2012.31.12%20PM.png?width=670&height=255&name=Screenshot%202026-01-20%20at%2012.31.12%20PM.png)**

#### One Time Passcode

Admins for an Organization may Enable / Disable **One-Time Passcode (OTP)** for Employee Portals in the Settings Module. This is done at the org level and cannot be done on an *individual* basis. 

- **Enabled (***Checked***)**: Employees will have to enter a One-Time Passcode sent to their Email in order to access their Employee Portal
- **Disabled (***Unchecked***)**: Employees will be able to access their Employee Portals without entering a One-Time Passcode each time

**Note:** Admins may access an Employee's Portal with OTP Enabled, without having to enter the OTP. To do so, simply view the Employee Portal from the Employee Module.

#### **Document Folders**

Control how employee profile folders are organized. 

- The 4 system folders — Certificates, HR Documents, Licenses, and Signed Documents — are permanent and cannot be deleted
- Custom folders can be created, named, color-coded, and reordered by dragging (Growth plans and above). To create a new folder use the + New Folder button on the upper right hand side.
- The visibility toggle controls whether a folder appears in the employee portal or stays admin-only

![Screenshot 2026-05-15 at 2.41.41 PM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202026-05-15%20at%202.41.41%20PM.png?width=670&height=362&name=Screenshot%202026-05-15%20at%202.41.41%20PM.png)

**Localization**

The localization tile can be used to set the time zone for the Guard.

![Screenshot 2025-12-10 at 8.19.22 PM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202025-12-10%20at%208.19.22%20PM.png?width=670&height=190&name=Screenshot%202025-12-10%20at%208.19.22%20PM.png)

**Org Profile**

The [org profile](https://knowledge.compliancygroup.com/home/org-profile-o?hsLang=en-us) tile can be used to help tailor compliance guidance for your organization. Completing the details in the available fields can assist with ensuring the system can better understand your organizations compliance needs. 

- [Getting started](https://knowledge.compliancygroup.com/home/getting-started?hsLang=en-us#main-content)

    - [Onboarding](https://knowledge.compliancygroup.com/home/getting-started?hsLang=en-us#onboarding)
    - [Product Overviews](https://knowledge.compliancygroup.com/home/getting-started?hsLang=en-us#product-overviews)
- [Workforce](https://knowledge.compliancygroup.com/home/workforce?hsLang=en-us#main-content)

    - [Policies](https://knowledge.compliancygroup.com/home/workforce?hsLang=en-us#policies)
    - [Settings Module](https://knowledge.compliancygroup.com/home/workforce?hsLang=en-us#settings-module)
- [3rd Party Risk](https://knowledge.compliancygroup.com/home/3rd-party-risk?hsLang=en-us)
- [Incident Management](https://knowledge.compliancygroup.com/home/incident-management?hsLang=en-us)
- [Risks & Assessments](https://knowledge.compliancygroup.com/home/risks-assessments?hsLang=en-us)
- [Healthcare Compliance](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#main-content)

    - [Privacy](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#privacy)
    - [Data Security](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#data-security)
    - [OSHA Workplace Safety](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#osha-workplace-safety)
    - [Clinical & Quality](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#clinical-quality)
    - [State Requirements](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#state-requirements)
    - [Fraud, Waste & Abuse](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#fraud-waste-abuse)
    - [Compliance Operations](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#compliance-operations)
- [Legacy Guard Features](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#main-content)

    - [Admin - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#admin-legacy)
    - [Assets - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#assets-legacy)
    - [Documents - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#documents-legacy)
    - [Incidents - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#incidents-legacy)
    - [My Documents - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#my-documents-legacy)
    - [My Tasks - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#my-tasks-legacy)
    - [People - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#people-legacy)
    - [Programs - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#programs-legacy)
    - [Reports - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#reports-legacy)
    - [The Dashboard - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#the-dashboard-legacy)
    - [Training - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#training-legacy)
    - [Vendors - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#vendors-legacy)
- [Account & Billing](https://knowledge.compliancygroup.com/home/account-billing?hsLang=en-us)
- [The Guard Support](https://knowledge.compliancygroup.com/home/the-guard-support?hsLang=en-us#main-content)

    - [P&P Drafts](https://knowledge.compliancygroup.com/home/the-guard-support?hsLang=en-us#pp-drafts)
    - [Settings](https://knowledge.compliancygroup.com/home/the-guard-support?hsLang=en-us#settings)

Contact Us - [support@compliancygroup.com](mailto:support@compliancygroup.com)

Copyright © 2025, Compliancy Group LLC

 Cookie Settings