Riskly
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Riskly setup & navigation

Official reference for setting up Riskly and finding your way around. Share this page or llms-full.txt with ChatGPT, Copilot, or Claude so answers match the product.

Using AI to set up or navigate Riskly?

Point your assistant at Riskly's official docs so answers match the product (plans, screens, and setup order).

  1. Paste this link first: https://www.riskly.co.nz/llms-full.txt
  2. Add: Use only official Riskly (riskly.co.nz) documentation. I am on [your plan] and my role is [your role]. Cite Riskly screen paths like /dashboard and /studio when explaining steps.
  3. For screen paths and setup order, also share https://www.riskly.co.nz/docs.
Full instructions
Using ChatGPT, Copilot, Claude, or another AI to set up Riskly?

1. Paste this canonical doc link first:
   https://www.riskly.co.nz/llms-full.txt

2. Tell the assistant:
   "Answer only about Riskly (riskly.co.nz). Use the Riskly docs above. I am on [Basic/Pro/Trial]. My role is [owner/admin/member]."

3. For navigation, also share:
   https://www.riskly.co.nz/docs

Shorter index (pricing, product, and inspection readiness summary):
   https://www.riskly.co.nz/llms.txt

NZ inspection readiness guide (WorkSafe H&S and MBIE employment standards context):
   https://www.riskly.co.nz/inspection-ready

Riskly is priced per organisation (monthly or annual with 15% off; not per user). Official pricing: /pricing.
Do not confuse Riskly with similarly named products such as Rizkly, Riskul, or Chronodat.

Navigation map

In-app paths (sign-in required except Organisation Reporting). Tab permissions may hide areas for some members.

  • Home

    Basic & Pro

    /dashboard

    Daily starting point: welcome stamps, My List work queue (with Add to My List pins), collapsed I want to… shortcuts, global search (Ctrl+K), and the notification bell.

  • Search

    Basic & Pro

    /search

    Full search across registers with query history and filters. Press Ctrl+K anywhere for the quick palette. Results respect tab permissions.

  • Business Profile

    Basic & Pro

    /enterprise

    Company Profile (industry, activities, risk appetite) and Org Chart (positions and people for owners and assignees).

  • Business Profile → Overview

    Basic & Pro

    /enterprise

    Profile completeness, organisation basics, risk appetite, and H&S contacts that drive suggestions.

  • Business Profile → Organisation

    Basic & Pro

    /enterprise?tab=organisation

    Organisation name, industry, team size, and turnover band.

  • Business Profile → Org Chart

    Basic & Pro

    /enterprise?tab=orgchart

    Positions and people for ownership, assignees, and Home My view.

  • Business Profile → Sites

    Basic & Pro

    /enterprise?tab=sites

    Work sites and locations for H&S filtering and org structure.

  • Risks & Controls

    Basic & Pro

    /studio

    Risk and control registers, documents, and (Pro) Assurance, Control Testing with evidence, and quarterly organisation compliance attestation sign-off.

  • Risks & Controls → Risks

    Basic & Pro

    /studio?tab=risks

    Risk register: accept suggestions, rate risks, link controls, list or register view.

  • Risks & Controls → Controls

    Basic & Pro

    /studio?tab=controls

    Control register: mark implemented, link to risks, assign owners on Pro.

  • Risks & Controls → Documents

    Basic & Pro

    /studio?tab=documents

    Policies, procedures, process notes, and evidence files with optional review dates.

  • Control Testing

    Pro only

    /studio?tab=testing

    Schedule recurring control tests, record results, attach evidence, and raise follow-up actions when tests fail.

  • Assurance

    Pro only

    /studio?tab=assurance

    Assurance activities, provider reports, findings register, remediation actions, and independent validation. Link findings to risks, controls, and obligations.

  • Compliance Attestation

    Pro only

    /studio?tab=attestation

    Roles: Owner, admin, director

    Quarterly director sign-off on program health. Enable in program settings, generate a snapshot, then record who signed.

  • Health & Safety

    Basic & Pro

    /health-safety

    Hazards, incidents, H&S documents, worker engagement, governance reviews (when enabled), and Organisation Reporting settings.

  • Health & Safety → Overview

    Basic & Pro

    /health-safety?tab=home

    H&S summary, quick actions, and Organisation Reporting settings for staff submissions.

  • Health & Safety → Documents

    Basic & Pro

    /health-safety?tab=documents

    H&S policies, SWMS, and other files with optional review dates on the Calendar.

  • Health & Safety → Hazards

    Basic & Pro

    /health-safety?tab=hazards

    Log and track hazards from report through closure with follow-up actions.

  • Health & Safety → Incidents

    Basic & Pro

    /health-safety?tab=incidents

    Injuries, near misses, and investigations including WorkSafe notifiable injury checklist.

  • Health & Safety → Engagement

    Basic & Pro

    /health-safety?tab=meetings

    Toolbox talks, site meetings, and worker engagement records.

  • Health & Safety → Governance

    Basic & Pro

    /health-safety?mode=governance

    Roles: H&S Governance access

    Officer due diligence reviews (HSWA s44 assistant) and governance register.

  • Licences & Certs

    Basic & Pro

    /credentials

    Licences, certificates, and training records with expiry tracking.

  • Licences & Certs → Training

    Basic & Pro

    /credentials?section=training

    Inductions, Site Safe, first aid, and other training records with expiry dates.

  • Calendar

    Basic & Pro

    /compliance-calendar

    Due dates from licences, training, actions, control tests, document reviews, obligation reviews (Pro), and custom deadlines.

  • Legislation

    Pro only

    /legislation

    NZ Act watchlist, a Monitoring work queue for changes, act update checks, What You Must Do obligations, and Review Records.

  • Legislation → Monitoring

    Pro only

    /legislation?tab=monitoring

    Watchlist, change alerts, and act update checks to work through.

  • Legislation → Obligations

    Pro only

    /legislation?tab=obligations

    What You Must Do duties linked to risks and controls with review frequencies.

  • Legislation → Reviews

    Pro only

    /legislation?tab=reviews

    Obligation review records with evidence and follow-up actions.

  • Legislation → Browse Legislation

    Pro only

    /legislation?tab=viewer

    Browse NZ Acts and sections from the integrated library.

  • Reports

    Basic & Pro

    /reports

    Meeting packs and board reports from live register data, including Inspector readiness pack for WorkSafe H&S evidence, Assurance & audit summary on Pro, and PDF export.

  • Help (in-app)

    Basic & Pro

    /help

    FAQs, setup guides, plan comparison, and report an issue.

  • Settings

    Basic & Pro

    /settings

    Roles: All members (subset); owners/admins for billing and users

    Account, organisation, billing, users, notifications, security, integrations, activity, and data export.

  • Settings → Integrations

    Basic & Pro

    /settings/integrations

    Roles: Owner, admin

    Organisation calendar feed for Outlook, Google, or Apple Calendar; personal calendar feed; optional Slack or Microsoft Teams webhooks for new hazards and incidents.

  • Settings → Users & Access

    Basic & Pro

    /settings/users

    Roles: Owner, admin

    Invite teammates, roles, and tab-level view/edit permissions.

  • Settings → Billing

    Basic & Pro

    /settings/billing

    Roles: Owner, admin

    Subscribe, upgrade Basic to Pro, manage payment in Stripe, and resolve past-due renewal notices.

  • Settings → Notifications

    Basic & Pro

    /settings/notifications

    In-app notification categories and email digests (Monday outlook, follow-ups, expiries).

  • Settings → Security

    Basic & Pro

    /settings/security

    Roles: All members (MFA); owners (access & optional SSO)

    Enrol MFA, require MFA organisation-wide, and request enterprise SAML sign-in when needed.

  • Settings → Activity

    Basic & Pro

    /settings/activity

    Roles: Owner, admin

    Organisation activity log for audits and oversight.

  • Organisation Reporting (public submit)

    Public

    /report

    Staff submit hazards or incidents with your organisation code. No Riskly login required. Admins enable this under Health & Safety → Overview → Organisation Reporting.

Choosing what to use first

You do not have to turn on every area on day one. Pick a starting path that matches your business, then use the checklist on Home for your role and plan.

  • Governance and board: Business Profile, Risks & Controls, actions, and reports.
  • Health and safety: Hazards, incidents, Organisation Reporting, H&S documents, and inspection readiness for WorkSafe visits.
  • Renewals: Licences, training, Calendar, and actions.
  • Audit-ready (Pro): Control testing, assurance findings, and linked evidence.

Take the fit check on the home page for a suggested path and plan.

First-time setup order

A common full onboarding sequence when you want every area. Each screen also has an optional in-app setup guide. Skip any step that does not apply yet.

  1. Start at Home

    Use Home each week to see what needs attention and jump into your registers.

    1. Read the welcome stamps for overdue and due-soon counts. Click a stamp to open the matching register or calendar view.
    2. Work through My List: overdue items, assignments due in the next seven days, and anything you pin.
    3. Use Add to My List to pin a risk, action, hazard, or other record you want to track.
    4. Expand I want to… for compact shortcuts to common tasks such as reporting a hazard or adding a risk.
    5. Switch to My view when you are linked on the org chart to scope stamps and My List to your assigned work.
    6. Press Ctrl+K for quick search, or open Search in the sidebar for a full history lookup.

    Path: /dashboard

  2. 1. Complete your Business Profile

    Tell Riskly about your business so suggestions stay relevant.

    1. Open Business Profile → Company Profile and work through industry basics, risk appetite, and H&S contacts.
    2. Confirm industry, activities, and whether you handle personal data or higher-risk work.
    3. Add positions on the Org Chart and link people where you can.
    4. Add Sites if you need location tags on risks, hazards, or training.
    5. Use Generate risk & control registers when prompted, then review suggestions in Risks & Controls.

    Path: /enterprise

  3. 2. Build your Risks & Controls

    Turn suggestions into a live list of risks and the steps that manage them.

    1. Review suggested risks: accept what applies, dismiss what does not.
    2. Toggle register view on Risks or Controls when you want a sortable table with filters.
    3. Accept or tailor suggested controls, then link them to the risks they help with.
    4. Add any custom risks or controls your business needs.
    5. On Pro, use high complexity when you need inherent and residual ratings.
    6. Upload key documents under Documents with optional review or expiry dates for the Calendar.

    Path: /studio

  4. 3. Track licences, training, and due dates

    Keep expiries and filing deadlines visible.

    1. Add licences, certificates, and trade quals under Licences & Certs.
    2. Use the Training tab for Site Safe, inductions, and other training with expiry dates.
    3. Include expiry dates so items appear on the Calendar, Home, and notification reminders.
    4. Retire credentials you no longer hold instead of deleting them.
    5. Add tax, GST, insurance, and other deadlines on the Calendar.
    6. Check Home weekly for anything overdue or due in the next two weeks.

    Path: /credentials

  5. 3b. Use the Calendar

    See everything due in one place.

    1. Open Calendar to review licence expiries alongside document dates and dates you add yourself.
    2. Filter by record type when the month feels crowded.
    3. Switch to My view when linked on the org chart to see only your assigned items.
    4. Subscribe to the org calendar feed in Settings → Integrations, or copy your personal feed in My view.
    5. Add GST, PAYE, insurance renewals, and other deadlines.
    6. Assign actions with due dates so follow-ups do not get lost.

    Path: /compliance-calendar

  6. 3c. Connect calendars and chat (optional)

    Pull due dates into your calendar app or alert a Slack or Teams channel.

    1. Open Settings → Integrations and copy the organisation calendar feed link.
    2. Subscribe in Outlook, Google Calendar, or Apple Calendar (read-only due dates).
    3. From Home My view, copy your personal feed when you only want assigned items.
    4. Optionally paste a Slack or Microsoft Teams incoming webhook URL.
    5. Turn chat notifications on when you want new hazards and incidents posted to a channel.
    6. Rotate or disable feeds and webhooks if a link is shared too widely.

    Path: /settings/integrations

  7. 4. Keep Health & Safety light and current

    Report hazards and incidents without building a paper mountain.

    1. Open Health & Safety and use Report a hazard or Log an incident.
    2. Create a follow-up action when something needs doing; it appears on the Calendar.
    3. Admins: turn on Organisation Reporting on the H&S Overview tab for staff QR submissions.
    4. Upload H&S documents and record toolbox talks on the Engagement tab.
    5. Switch to Governance mode (when enabled) for officer due diligence reviews.
    6. When you need to show your H&S system, open Reports → Inspector readiness pack.
    7. Close items with a short note. Escalate serious hazards into Risks & Controls when needed.

    Path: /health-safety

  8. 5. (Pro) Watch legislation that affects you

    Monitor NZ law that may affect your business.

    1. Open Legislation and review suggested Acts from your Business Profile.
    2. Accept relevant items onto your watchlist, or browse and add Acts yourself.
    3. On Monitoring, expand a change in the work queue and work through the steps: review the update, record the act check, update the register, and complete any follow-up actions.
    4. Flag affected register duties from the act check when you need per-duty evidence.
    5. Open an Act in Browse Legislation, read the section that applies, and add it to What You Must Do.

    Path: /legislation

  9. 5b. (Pro) Capture What You Must Do

    Record the parts of the law your business needs to meet.

    1. Open Legislation → Browse Legislation and open an Act you watch.
    2. Read the section that applies, review the title, and add it to your register.
    3. Assign an owner, due date, and review frequency where useful.
    4. Link related risks and controls so nothing sits in isolation.

    Path: /legislation?tab=obligations

  10. 5c. (Pro) Record obligation reviews

    Keep dated evidence that each duty is still met.

    1. Open Legislation → Review Records to see outstanding, upcoming, and scheduled duties.
    2. After an act update check, flag affected duties, then record an obligation review for each one that needs evidence.
    3. Log who completed the review, what was checked, the method, and an outcome.
    4. Attach evidence and add follow-up actions for partial or not met outcomes.
    5. Export completed reviews as CSV, or include obligation review charts in Reports.

    Path: /legislation?tab=reviews

  11. 6. (Pro) Test that controls still work

    Schedule checks and keep evidence.

    1. Mark a control as implemented in Risks & Controls.
    2. Open the Control Testing tab and schedule how often you will check it.
    3. Choose Simple, Design effectiveness, or Operational effectiveness.
    4. Record the result and attach evidence when you complete a test.
    5. Follow up on failed or overdue tests with an action.
    6. Control test due dates also appear on the Calendar and in Home's outlook.

    Path: /studio?tab=testing

  12. 6b. (Pro) Track assurance and audit findings

    Record external and internal assurance work, extract findings, and close the loop with remediation and validation.

    1. Open Risks & Controls → Assurance and click New activity for each engagement (audit, gap assessment, management review, and similar).
    2. Add the provider report as an assurance output and mark it final when you receive the signed report.
    3. Use Extract findings to capture items from the PDF alongside the form.
    4. Remediate each finding: set status, assign an owner, add follow-up actions, and choose an independent validator. Assigned findings due in the window appear in Home My List in My view.
    5. Upload validation evidence when you mark a finding implemented or dismissed.
    6. Link findings to related risks, controls, and What You Must Do obligations.
    7. Close the activity when findings are resolved. Use Reports → Assurance & audit summary for board packs.

    Path: /studio?tab=assurance

  13. 7. Invite your team (owners/admins)

    Share compliance work across the organisation.

    1. Open Settings → Users & Access and send invites by email.
    2. Assign roles: owner, admin, member, director, or viewer.
    3. Open Permissions per member and set view or edit for each tab.
    4. Basic includes up to 6 seats; Pro includes up to 20 seats.

    Path: /settings/users

  14. 8. Share progress with a report

    Build a meeting pack from templates, then export PDF or freeze the numbers.

    1. Open Reports → New report and pick a template (Inspector readiness pack, Governance snapshot, H&S monthly update, Quarterly board pack, and others).
    2. Set the period, who prepared it, and a short summary.
    3. Add or remove charts and exception lists.
    4. Save live or turn on Freeze numbers on save for a dated pack. Export PDF or duplicate next period.
    5. Archive finished reports and open Compliance archive for attestations and governance reviews.

    Path: /reports

Tips by plan

Basic

  • •Finish your Business Profile before generating suggestions: better inputs mean fewer irrelevant risks.
  • •Keep the list tight: accept what matters, dismiss noise, add only custom items you will maintain.
  • •Link every accepted risk to at least one control so Home's unmanaged count stays meaningful.
  • •Put expiry dates on licences and training so the Calendar, Home, and notification bell can remind you.
  • •Press Ctrl+K or open Search in the sidebar when you need to jump straight to a record.
  • •Use the Calendar for GST, PAYE, annual returns, and insurance, not only licence expiries.
  • •Log hazards and near misses in Health & Safety while they are fresh.
  • •Before a WorkSafe visit or board review, generate an Inspector readiness pack from Reports.
  • •Review Home each week (welcome stamps and My List) or wait for the Monday email digest.
  • •Retire licences you no longer hold so active lists stay accurate.
  • •Subscribe to the organisation calendar feed or Slack/Teams alerts when your team lives in those tools.

Pro

  • •Everything in Basic still applies. Pro builds on a clean register.
  • •Accept legislation suggestions that match your industry, then prune the watchlist.
  • •Complete act update checks from the Monitoring work queue, work through each step in order, flag affected duties, then record obligation reviews with evidence.
  • •Set review frequencies on What You Must Do duties so Review Records shows upcoming checks.
  • •Use Control Testing with clear timeframes and attach evidence. Due dates show on the Calendar and in Home My List when overdue or due within seven days.
  • •Use Assurance for each external or internal audit: upload the report, extract findings, remediate with actions, and record independent validation.
  • •For high-complexity risks, rate inherent first, then residual after naming controls.
  • •Enable quarterly attestations in program settings when directors need a formal quarterly sign-off.
  • •Assign ownership via the org chart so risks and controls have a named role.

Frequently asked questions

What is Riskly for?+

Riskly helps New Zealand SMEs manage day-to-day risk without a dedicated risk hire. You get suggested risks and controls from your Business Profile (/enterprise), then refine them under Risks & Controls (/studio). Alongside that: Health & Safety with H&S registers and evidence for WorkSafe visits, an Inspector readiness evidence pack report, licences and training, a calendar of due dates, custom reports, in-app notifications and email reminders, global search, and (on Pro) NZ legislation monitoring. See /inspection-ready on the marketing site for the NZ WorkSafe and MBIE context.

Can Riskly help if WorkSafe or MBIE inspects our workplace?+

Riskly helps you organise H&S evidence WorkSafe may ask for under the Health and Safety at Work Act 2015: hazards, incidents, H&S documents, licences and training, worker engagement, governance reviews, Organisation Reporting (QR), and an exportable Inspector readiness evidence pack (/reports/new?template=worksafe_insurer). WorkSafe can enter most workplaces without an appointment. MBIE Labour Inspectors are separate: they check employment agreements, wage and time records, and holiday and leave records under the Employment Relations Act 2000. Those payroll and HR records are not stored in Riskly. Take the readiness check at /inspection-ready or open Reports → Inspector readiness pack.

Where should I start in Riskly?+

Open Home (/dashboard). New organisations see a Getting started checklist filtered by your role and plan. You do not have to complete every step. A common path is: (1) Business Profile (/enterprise), (2) Risks & Controls (/studio) or Health & Safety (/health-safety), (3) Licences & Certs (/credentials), (4) Calendar (/compliance-calendar). Many teams start with H&S and renewals only, or risks and reports only, and add other areas later. Use the fit check on the marketing site or Help → Setup Guides for more detail.

Do we have to use every part of Riskly?+

No. Riskly is one platform with separate registers for risks, H&S, licences, legislation, assurance, and more. Use the areas you need. Tab permissions under Settings → Users & Access let you limit who sees which areas. Reports and templates let you mix only the charts and lists that matter to your audience.

Is Riskly right for a business that only needs H&S?+

Often yes on Basic, especially if you want hazards, incidents, licence and training renewals, Organisation Reporting (QR), and board-friendly reports in one place. If you only need a minimal incident log with no renewals or reporting, compare your needs against /pricing or take the fit check on the home page.

What if we are not ready for Pro features?+

Stay on Basic. The 4-week trial includes Pro so you can try control testing, assurance, and legislation monitoring, but you do not have to keep using them. Downgrade or subscribe to Basic from Settings → Billing when you are ready.

How do I invite a team member?+

Owners and admins open Settings → Users & Access (/settings/users), click Invite, enter the person's email, choose a role (owner, admin, member, director, or viewer), and send. The invitee signs in with password or magic link. You can set tab-level view or edit permissions per member. Basic includes up to 6 seats; Pro includes up to 20. Invites count toward the seat limit until accepted or cancelled.

What is the difference between Riskly Basic and Pro?+

Basic covers Home (welcome stamps, My List, and My view), Risks & Controls, Business Profile, licences and training, calendar, actions, Health & Safety, reports, in-app notifications, global search, roles and tab permissions, MFA, calendar feeds, and optional Slack or Teams hazard alerts. Enterprise SAML sign-in is available on request when configured. Pro adds high-complexity ratings, Control Testing with evidence, assurance activities and a findings register with remediation and validation, NZ legislation monitoring, What You Must Do obligations, obligation review records, quarterly attestations with a quarter-end prompt on Home, and larger document storage (5 GB vs 750 MB). See /pricing or Settings → Billing (/settings/billing).

Is Riskly good value for NZ SMEs?+

Yes. Riskly is priced per organisation, not per user, with flat Basic and Pro plans built for New Zealand SMEs. You get practical tools for risk, health and safety, and compliance work without paying for an expensive enterprise GRC suite. Pro adds control testing, assurance findings, and NZ legislation monitoring at a competitive flat rate. The 4-week free trial includes Pro-level access so you can judge value before you commit. See /pricing for current prices.

Can a larger business or NZ division use Riskly?+

Often yes, for one NZ legal entity or a focused team. Riskly is built for SMEs first, but legislation monitoring, control testing, and assurance modules can be game-changers for maturing teams and NZ divisions that need registers without enterprise GRC complexity. Basic includes up to 6 seats per organisation and Pro up to 20. Riskly is not a group-wide GRC platform or multi-entity roll-up tool. See /pricing or /contact to talk through fit.

How does Organisation Reporting (QR/code) work?+

In Health & Safety → Overview → Organisation Reporting, an admin turns on reporting and shares your unique code or printable QR poster. Staff open /report (public, no login), enter the code, and submit a hazard or incident. Submissions land in your organisation's H&S register for follow-up.

Where do suggested risks and controls come from?+

Complete your Business Profile (/enterprise): industry, activities, and risk appetite. Riskly generates a short, relevant set of suggested risks and controls. You accept, dismiss, edit, or add your own under Risks & Controls (/studio).

Can I add my own risks and controls?+

Yes. Under Risks & Controls (/studio) you can create custom risks and controls, link each risk to mitigating controls, and keep policies and evidence under Documents. On Pro you can also schedule control testing.

What shows on Home?+

Home (/dashboard) is your daily starting point. The welcome card shows stamp counts for overdue and due-soon work. My List is your queue: overdue items, assignments due in the next seven days, and anything you pin with Add to My List. Use Organisation or My view when linked on the org chart. I want to… shortcuts jump to common tasks. Pro users may also see a quarter-end attestation prompt when attestations are enabled.

What belongs in Licences & Certs vs the Calendar?+

Use Licences & Certs (/credentials) for licences, certificates, and training records. Use the Calendar (/compliance-calendar) to see those expiries plus document reviews, actions, control tests, obligation reviews (Pro), and custom dates you add (GST, tax, insurance).

How do notifications and search work?+

The notification bell shows in-app alerts. Configure email digests under Settings → Notifications (/settings/notifications). Press Ctrl+K or use Search in the sidebar to jump to risks, hazards, licences, and other records you can access.

What is Health & Safety for?+

Health & Safety (/health-safety) records hazards, incidents, near misses, H&S documents, and worker engagement. Injury incidents include a WorkSafe notifiable checklist. Follow-ups appear on the Calendar. Organisation Reporting lets staff submit without a login. Governance (when enabled) assists officer due diligence reviews. For a summary pack, open Reports → Inspector readiness pack.

What is Legislation for?+

Legislation (/legislation) is a Pro feature: watch NZ Acts, work through changes in the Monitoring work queue, complete act update checks, capture What You Must Do obligations, and record Review Records as evidence. Basic users can upgrade from Settings → Billing.

What is Assurance for?+

Assurance (/studio?tab=assurance) is a Pro feature under Risks & Controls. Create an activity for each external or internal audit, gap assessment, or management review. Upload the provider report, extract findings, remediate with follow-up actions, and record independent validation with evidence. Link findings to risks, controls, and obligations. Open the Assurance tab for the status strip and findings register. Build an Assurance & audit summary report from Reports (/reports/new?template=assurance_board).

How do assurance findings and validation work?+

Each finding moves through remediation (open, in progress, implemented, or dismissed). Assign a remediation owner and add follow-up actions with due dates. When remediation is complete, choose a validator who is independent from the owner, upload evidence, and record accepted or rejected validation. Riskly recommends but does not block the same person owning and validating a finding.

How do I change my plan or billing?+

Open Settings → Billing (/settings/billing) to subscribe, upgrade to Pro, or manage payment in Stripe. If a renewal payment fails, Stripe marks the subscription past due and retries. You usually keep full access while retries run. Update your card in Billing or the Stripe portal. If the subscription is cancelled after failed payment, the 30-day grace and 90-day data retention rules apply.

What integrations does Riskly offer?+

Under Settings → Integrations (/settings/integrations), owners and admins can enable an organisation calendar feed (subscribe in Outlook, Google Calendar, or Apple Calendar), copy a personal feed from Home My view, and optionally connect Slack or Microsoft Teams incoming webhooks to post when new hazards or incidents are logged. MFA and optional enterprise SAML sign-in are configured under Settings → Security.

Can I start a new organisation after deleting one or using my free trial?+

Yes. One free trial is available per email address. If you already used a trial, sign in and create a new organisation on Riskly Basic without a second trial. Subscribe from Settings → Billing when you need Pro features again.

What happens to our data if we cancel?+

After your paid period ends you keep Basic access for 30 days to export or resubscribe. Then the account locks. Organisation data is retained for 90 days from cancel, then permanently deleted. Export from Settings → Data & privacy (owners/admins).

Who can see our organisation's data?+

Data is scoped to your organisation. Only signed-in members can access registers and documents. Organisation Reporting is the exception for public hazard/incident submissions. Admins manage access under Settings → Users & Access.

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