Settings — Compliance (moved)
This page has moved. Settings ▸ Compliance no longer exists as a
single page. What used to live on it has been split across the surfaces
below, each of which is now its own entry under the Compliance group
in the portal’s Settings sidebar.
Where things went
Section titled “Where things went”| Looking for | Now at |
|---|---|
| The regulator trust reports — Monthly Trust Comparison, Client Trust Listing, Trust Accounting Audit Report | Settings ▸ Regulator Reports |
| Sanctions-screening override authority — who may clear a screening block | Settings ▸ Screening |
| How long trust records are kept, and purge eligibility | Settings ▸ Retention Policy |
| Document hold defaults, and who may release a hold | Settings ▸ Matters ▸ Document Hold |
| The tenant-wide record of every action | Settings ▸ Audit Log |
| Password, 2FA, and session policy | Settings ▸ Security |
| Roles, and what each one may do | Settings ▸ Access levels · Settings ▸ Permissioning |
Hold defaults moved off this page before the split — if you arrived looking for litigation-hold settings, they are on Document Hold, and the feature is called document hold throughout the portal now.
If you followed a link here from elsewhere in these docs, that link is stale; the destination in the table above is the current one.