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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?
Getting Started
Log in
Onboarding
Account Settings
Set Up
Settings
Organising your team
Groups
Users
Clients
Organising Registers
Features
Document Exchange
Compliance Monitoring Report
Register Management
Organising Modules
Compliance Manual and Policies
Employee Attestations
PA Dealing – Making a Request
Control Plan
Calendar
Permissions
Template Editor
Remedial Action
AI
Data grouping - Running totals
CDD
Home Page
Leo's Privacy and your Data Security
Leo Privacy Features
Leo's Solutions
GDPR Accountability Guide
GDPR Solution
Principal Firm
Regulated Firms
Online Training
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Help Centre
Features
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?
Getting Started
Log in
Onboarding
Account Settings
Set Up
Settings
Organising your team
Groups
Users
Clients
Organising Registers
Features
Document Exchange
Compliance Monitoring Report
Register Management
Organising Modules
Compliance Manual and Policies
Employee Attestations
PA Dealing – Making a Request
Control Plan
Calendar
Permissions
Template Editor
Remedial Action
AI
Data grouping - Running totals
CDD
Home Page
Leo's Privacy and your Data Security
Leo Privacy Features
Leo's Solutions
GDPR Accountability Guide
GDPR Solution
Principal Firm
Regulated Firms
Online Training
Features
Learn how to use all the feature that Leo has to offer
Document Exchange
Document Exchange
Compliance Monitoring Report
Compliance Monitoring Report
Register Management
Register Management
Organising Modules
Organising and Creating Modules
Compliance Manual and Policies
Compliance Manual and Policies
Employee Attestations
Attestations
PA Dealing – Making a Request
PA Dealing – Making a Request
Control Plan
What is the Control Plan in Leo?
How to Navigate and Configure the Control Plan
Calendar
Calendar: Tasks and Projects
Permissions
Permissions List
Permissions: an introduction
Template Editor
Template Editor
Duplicating, editing and updating an existing Template
Creating a Template from scratch
Welcome to the Leo Template Editor tool
Remedial Action
Remedial Action
AI
AI – Conversational Artificial Intelligence
Data grouping - Running totals
How to configure the Data Grouping feature in a Register and running totals
CDD
How to perform Background Checks in Leo
Home Page
Home Page: How to navigate it