Compliance Tracker 365 Documentation

This site provides comprehensive reference material to guide you through the installation and configuration of Compliance Tracker 365 for SharePoint Online and Microsoft Teams.
All content has been fully updated to reflect the latest v6.x release, ensuring you have the most current information at your fingertips.

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Installation and Setup

Steps to get you targeting and tracking fast

Key Components

Discover the tracker types, web parts and report options

Additional Information

Additional information and configuration options for Terms, Localisation and Power Automate Flows

Quick Guides

Guides on target aspects of Compliance Tracker 365 features

Frequently Asked Questions

How is it licensed?

You can try Compliance Tracker 365 free for 30 days with a trial license. For details on per‑user license costs, please visit the Licensing page.

How are licensed users calculated?

The number of licenses required is based on the count of active User Profiles — profiles where Terms have been assigned.
— If the number of active profiles exceeds your licensed user count, administrators will see a warning message.
— If the number of active profiles exceeds 5% beyond the licensed user count, all users will see a message indicating that the license count must be increased.

Do you offer support or consulting services to assist with the setup or for larger project?

SharePoint Gurus are the developers behind Compliance Tracker 365. We are based in Sydney, Australia, and provide services remotely worldwide.

Compliance Tracker 365 is designed to be easy to set up with basic SharePoint administration knowledge.

— Need help understanding the concepts? Contact us and we’ll guide you in the right direction.
— Looking for additional support or want to include Compliance Tracker 365 in a larger project? Share your requirements with us and we’ll provide a tailored quote.

How do I request enhancements?

Have an idea, suggestion, or enhancement for Compliance Tracker 365?
We’d love to hear from you — simply send it to us via the contact form.
All approved enhancements are added to our product roadmap, which you can view anytime in the Change Log.

Is data stored outside of my tenant?

No. All data is securely stored within your own tenant.

Can Terms be shared across sites?

Yes. Terms can be shared across multiple sites.
— The first site that connects to a term group becomes the master site, responsible for managing profiles associated with those terms.
— Other connected sites can use the shared terms, ensuring consistency across documents, pages, and profiles.

Can Terms or Sites be renamed?

Terms can be renamed.
— Synchronisation across documents, pages, and profiles may take some time.
— To speed up the process, it is recommended to reindex the library where the terms have been used.

Sites can also be renamed, but changes may take time to propagate across connected services and references.

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