Top navigation Bar

Learn how to navigate the Trustform platform – including the main menu, notifications, and user settings located in the top bar.

Overview

Trustform brings together multiple compliance functions – from screening to monitoring in a single workspace. For convenience, these functions are organised into separate sections that you can access through the top navigation bar.

The set of sections depends on your tenant configuration.

Sections

Accounts

The Accounts page — is the main landing page, where the user is redirected upon authorisation. From here, you can access each client’s profile.

Instant check

Quick one-time search to instantly screen a Person or Entity.

Monitoring

An overview of all monitored clients, showing status changes and alerts.

Notifications & Profile menu

Notifications

Displays system alerts related to client reviews, status updates, and other important events. You can view unread notifications, mark them as read, and quickly navigate to the related account.

Profile menu

Opens a drop-down menu with options such as workspace configuration, CRA settings, data export, personal profile settings, and the option to sign out.