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Organising your team
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
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Regulated Firms
Online Training
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Help Centre
Organising your team
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
Organising your team
Set up your clients and staff configuration to get started
Groups
Groups
Adding a user to a Group
Removing a user from a Group
Moving a user to a different Group
Users
Users
Clients
Clients
Organising Registers
Creating, Configuring and Editing Registers