Your workspace
For companies: bring in colleagues with the right role and keep the workspace in order.
9 guidesThe Overview pageHow the Overview page shows programme progress, assigned work, recent activity, risks, audit milestones and trust centre in one place.Searching your workspaceHow to search records across your workspace with the keyboard shortcut, narrow results by adding words, and what access means.Inviting colleagues and choosing their roleHow a workspace owner invites colleagues with the right role, follows invitations and seats, ends a membership, and transfers ownership.Exporting a register, a person or the workspaceHow to ask for an export of one register, everything held on one person, the audit trail or the whole workspace, and what the file tells you about its own gaps.Your plan, Eri credits and invoicesHow a company reads its plan and usage, moves to another plan, cancels at the end of the term, tops up Eri credits, and downloads its invoices.Reading and exporting the audit trailWhat the audit trail records, how to filter it by person, record and change, how to read one record's history, and how to export it as evidence.My work: taking and finishing tasksHow the task queue sorts your company's open work, how to take a task, hand it back, mark it done or dismiss it with a reason, and where your audit and review assignments are.Choosing your notifications and quiet hoursHow to read the notification tray, choose which events reach you, why some events are always on, set the notification sound, and set the workspace's quiet hours.Asking Eri about your workspaceHow to open Eri on any page, what it can read, how to review and apply what it proposes, and how Eri credits are counted.
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