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FAQ
- Create a staff attestation
- How do I add another user?
- How do I log a gift?
- How do I know what I’ve been assigned?
- Personal trade
- How do I give another user access to my report?
- Differences between Submit By Date and Due Date for a report.
- Can I take an existing completed report and copy it to a new report?
- How do I set somebody’s permissions on Leo?
- How can I see what permissions each user/group has?
- What do the colours mean in the calendar?
- How do I control what emails I receive?
- What is a module?
- What is a register?
- How do I rename a module?
- How do I rename a register?
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Getting Started
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Account Settings
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Organising your team
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Features
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Leo's Privacy and your Data Security
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Leo's Solutions
AI – Conversational Artificial Intelligence
We have taken a significant step forward by introducing a conversational artificial intelligence (AI) feature into Leo. This innovative addition enhances user experience by providing information and responses to any message you type into it. Please note, it has not been specifically trained in regulatory compliance, though it should be aware of many compliance topics.
Every user has this feature enabled. If you wish to opt your team out of this feature, please let us know and we will accommodate your needs.
The design is user-friendly and collapsible, making it unobtrusive.
NOTE: The AI feature cannot answer questions about the software itself. For queries about how to use Leo, please look for the other articles in Leo’s Knowledge Base.