Compliance Tracker 365 Documentation

This site contains reference material to help with the installation and configuration of Compliance Tracker 365 for SharePoint Online and Teams.

illustration

Browse Your Topics

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?

Compliance Tracker 365 is licensed based on the number of people with profiles, the trackers used, and number of sites in a tenant with the app deployed. 1 site using basic tracker types = $1USD per person per month. All sites using basic tracker types OR 1 site using all tracker types = $2USD per person per month. All sites using all tracker types = $3USD per person per month. There is a minimum of 100 people per license.

How are licensed users calculated?

Licenses are calculated based on the number of people with terms in the User Profile list. If you exceed your licensed user count, the administrator will start to see a message. If you do not purchase additional licenses, all users will start to see a message when the number of active users exceeds 5% of the number of licensed users.

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

SharePoint Gurus are the developers of Compliance Tracker 365. We are based in Sydney and offer services remotely. Compliance Tracker 365 is easy to setup with basic SharePoint admin knowledge however if you need a hand understanding the concepts, contact us and we’ll point you in the right direction. If you need additional support or would like to discuss Compliance Tracker 365 as part of a larger project, get in touch with your requirements for a quote.

How do I request enhancements?

If you have an idea, suggestion, or enhancement, send them to us via the contact form. All enhancements are published to our roadmap accessible from the Change Log.

Is data stored outside of my tenant?

No, all data is stored inside your own tenant.

Can Terms be shared across sites?

Yes, terms can be shared across sites. The first site to connect to the term group becomes the master site to manage profiles using the Terms.

Can Terms be renamed?

Yes, terms can be renamed however it may take a while for them to be fully synchronised across documents, pages, and profiles. The recommended approach is to reindex the library where the Terms have been used to speed up the synchronisation process.

Still Didn’t Find Your Answer?

If you’ve searched but can’t find what you need, fill in the
Contact Us form and one of your our consultants will get back to you.

Contact Us