Before you add centers or invite your team, ComplyNest needs a few details about your organization. Your organization profile is the umbrella that ties all of your locations, users, and compliance data together.
How to Complete Your Organization Profile
- Sign in and click your organization name in the top navigation bar, then select Organization Settings.
- Enter your legal organization name, primary contact name, and contact email address.
- Choose the state or territory in which your program operates. This determines which compliance templates are available.
- Select the license type or program type that best describes your operation (e.g., Center-Based Childcare, Preschool, School-Age Program).
- Add your mailing address and phone number, then click Save Changes.
Getting your state and license type right from the start is important — ComplyNest uses these to pre-populate the correct compliance tasks and checklists for your program.
What Comes Next
Once your organization profile is saved, you are ready to add your first center location. If you manage multiple sites, you can add them one at a time or in bulk. Each center gets its own compliance dashboard while rolling up into your organization-level overview.