Platform Tour: Home, Sidebar, and Navigation

This article is a quick tour of the Hadrius platform. It covers the Home overview, the main sections in the left-hand sidebar, and the Ask Hadrius assistant. Read it when you first log in, or any time you need a refresher on where things are.

The Home overview

When you log in, you start on the Home overview, a daily snapshot of your compliance work. It lists outstanding items from every environment you belong to, so you can see what needs attention without switching between firms. Click any item to open it and take action.

Note: The "Overview" entry appears in the sidebar for administrators who have access to more than one environment.

Navigating with the sidebar

The sidebar on the left of the screen keeps every module one click away. Which sections you see depends on the modules your firm has enabled and on your role. The core sections are described below.

People directory

Click "People directory" in the sidebar to see everyone at your firm in one place, along with their roles and compliance details. Click any employee to edit their profile or to see the data linked to that person in Hadrius.

Documents

"Documents" is where your firm stores its policies, procedures, and other files. The document library keeps this content organized and searchable, and you can share files from it. This section is available when your firm has the Document Library module.

Templates

"Templates" lets you use or edit any Hadrius form, including certifications, disclosures, and branch exams. If you need a form that fits your firm's specific regulatory requirements, you can also build a template from scratch with the form builder.

Getting answers with Ask Hadrius

If you have a question, click "Ask Hadrius" to open the built-in assistant. You can use it to search any data in your environment and to get help with your compliance work.

Once you know your way around, a good next step is to go back to the Home overview and work through any outstanding items. Each module also has its own help articles with more detailed walkthroughs.