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.
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.
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