Connective

Compliance Best Interests Duty (BID)

Your Obligations around Tax File Numbers

Learn how to reset, change, or assist with a Mercury Nexus password securely.

Reset or update your Mercury Nexus password

Access Levels in Mercury Nexus

Use access groups to control when and where your team can access Mercury Nexus.

Manage access to Mercury Nexus using access groups

Learn how to disable a user account in Mercury Nexus to protect your business data when a team member leaves.

Disabling a Mercury Nexus user account

How to Delete and Restore Person, Opportunity, Note and Task Records

Setting up Multi-Factor Authentication (MFA)

Reset your Multi-Factor Authentication (MFA)

Using a Chrome Extension for Multi-Factor Authentication

Using Snippets in the Compliance Workflow

Managing File Reviews

Using Mercury Nexus While Travelling

What is the User History Log?

Understand your CPD obligations, what to include in your register, and how to ensure compliance with legislative and industry body requirements.

Professional Development (CPD) register requirements

BEST PRACTICE TO MEET PROFESSIONAL DEVELOPMENT

Rate reductions – responsible lending and BID requirements

How can I manage Credit Guide and Credit Quote documents effectively in Connective?

Compliance

Use the Compliance Workflow in your opportunity

Compliance Workflow

New Compliance Workflow

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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