Skip to main content
Compliance
Search
Search Tax and Accounting Professionals Learning Center Support Help and Support.

This article applies to:

  • Product: Tax Professionals Learning Center

Add regulators to staff accounts

To track compliance for employees, regulators need to be added to their profile.
Depending on your permissions, you may be able to add regulators to your own profile. If you don't see the following options mentioned, contact your administrator.
note
This applies to licensed Compliance users only.
  1. Go to the main menu and select
    CPE-Compliance
    .
  2. If you're adding regulators for yourself:
    1. For admins only:  Select
      Learner Dashboard
       from the Dashboard dropdown menu.
    2. In the
      My CPE Compliance
       section, select
      My Compliance Snapshot
      .
  3. If you're adding regulators for an employee (admins only):
    1. Go to the
      Admin Dashboard
      . Enter the employee's name in the
      EMPLOYEE LOOKUP
       field and select the employee name.
  4. In the toolbar near the search field, select
    +
    Add Regulator
    .
  5. Find the regulator you want to add and select the plus
    +
     sign.
  6. Complete the questions. Select
    Save
     or select
    Finish Later
     if you're adding these for a staff member and want them to complete these questions.
  7. Select
    Continue
     to return to the main screen.
Once regulators are saved to a profile, you can view the complete list being tracked in
My Compliance Snapshot
 (for yourself) or
Compliance Manager
 (for other employees).