Compliance Review

If your organization requires content approval before cards can be shared, the Compliance Review section enables you to view and manage content.

 The red dot in the Admin menu indicates there is content pending review.

Pending content with the highest number of requests will appear at the top of the list. This allows Admins to quickly review content that has been requested by multiple advisors or agents.

To review content, click into a card to read the full text. The VIEW button allows you to see the source of the content.

The green APPROVE CLIENT and orange DENY USE buttons on the top of the page allow you to approve or deny the card.