User Guide

1. Register an account — you get a 15-day free trial.
2. After registration your private Notion workspace is created automatically (visible in Compliance Projects).
3. Choose a plan before the trial ends: $39/month or $300/year (billed in arrears, invoice on the 1st of each month, 14-day payment term).
4. Keep your product information and compliance records up to date to receive accurate regulation alerts.

Register the products you sell in the EU so we can match applicable regulations.

1. Go to Radar Products in the sidebar.
2. Click + New product and fill in: product name, category (e.g. Toy, Electronics, PPE), target users, materials, and a short description.
3. After saving, the system runs AI regulation matching — applicable regulations are shown with a confidence level (High / Medium / Low).
4. Open a product to see the matched regulations, key obligations and the verification items you need (tests, documents).
5. Regulation changes affecting your products appear in Messages and as change alerts on the product.
6. Low-confidence results are boundary cases — escalate them to an expert for confirmation.

Assigning products — each product can be assigned to one or more team members via the Assigned to column (click the + icon). Unassigned products remain with the owner. Hover a member's name to see their email; click a name to view their profile. Rearrange columns by dragging a column header left or right — your layout is remembered on this device.

Compliance report as a traceable project. Each product report has a workflow status(Draft → In review → Testing → Completed) and anaudit trail (the Historytab) that records every meaningful change: who (your account or an expert), when, and what changed — requirement status, remarks, files uploaded/renamed/deleted, ordering, and report status transitions. This makes the whole compliance process fully traceable and auditable.

Browse the knowledge base of EU regulations and standards.

1. Open Regulation Database from the sidebar.
2. Use the search box to filter by title, keyword, CELEX number or product category.
3. Click any row to open the detail view: scope, key obligations, verification items, recent changes, and related regulations.
4. Sort any column by clicking the column header.
5. Every entry links to the official EUR-Lex text.

Create compliance projects from your product information. Each project is stored in your private Notion workspace (your Compliance Projects database).

1. Click Create a Project in the sidebar.
2. Fill in the form: Product name (required), target market, product description, product link, and optional file uploads (max 10 MB each).
3. Click Submit project — a new record is created in your Notion Compliance Projects database.
4. Open Compliance Projects to see the live table (ID, product name, target market, status). Search and sort any column.
5. Click Open on a row to view the full project in Notion.
6. Status changes (Not started → In progress → Done) are made in Notion and reflected on refresh.

Notifications about regulation changes and project activity.

1. Open Messages (bottom of the sidebar; a red badge shows unread count).
2. Click a message to read details — e.g. a new regulation amendment that affects your products.
3. Messages are marked as read automatically when you open them.

Manage who can access your workspace.

1. Open Team from the sidebar.
2. Invite team members by email; they receive an invitation and can join your organization.
3. Roles: Owner (full control, billing), Admin (manage team), Member (use the platform).
4. Only the organization owner receives invoices.

1. Open Billing (owner/admin only).
2. Plans: Free Trial (15 days) → Pro $39/month or Pro $300/year (2 months free).
3. Invoices are issued on the 1st of each month for the previous month, with a 14-day payment term.
4. To change plans, go to Select plan and agree to the payment terms.

1. Open Admin Panel from the sidebar (only visible for super admins).
2. Regulation database: add, edit or delete regulations; manage scopes, obligations and verification items.
3. Customers / Organizations: view registered organizations and their workspaces.
4. Projects: review submitted compliance projects (Start review → Review done).
5. Invoices: view generated invoices; arrears invoices are generated by the monthly cron.

Generate a product compliance report from any product in My Products (report icon in the Actions column). The report doubles as a project-management tool: track testing, labelling, packaging and documentation tasks until the project is complete.

Generating a report

1. Open My Products and click the report icon on a product row.
2. If the product is still AI accessed, you are advised to run an expert review first (go to the product detail page and use Audit). You may continue anyway.
3. The report opens with the identified regulations and standards pre-filled under Lab testing.

Working with the report

• Five modules: Lab testing, Product label, Packaging design, Instructions, Others. Each requirement can be added with +, removed, marked mandatory/optional, given a risk level (high/medium/low) and a status (Not started → In progress → Done/Complied → Failed).
• Files: attach files (test reports, label artwork, packaging files, instructions…) to each requirement. The Files tab lists every uploaded file.
• Contact an ISO 17025 lab (Lab testing module): pick a lab, enter your email, and a quotation request — including your testing list — is emailed to the lab.
• When you receive the test report, upload it to the requirement and update the status yourself. The project is complete when all requirements are Done/Complied.

Data retention

Compliance reports remain available to you while your membership is active. If you terminate your membership, download all your documents before termination. We keep your data for a further 6 months after termination, after which it is permanently deleted.

Report statuses: ● Not started (grey) · ● In progress (orange) · ● Done/Complied (green) · ● Failed (red).

The Enterprise plan ($299/month) unlocks the Regulation API — integrate the ComplyMatrix regulation database, AI matching and change notifications into your own ERP, lab quoting or compliance software.

1. Open Dashboard → API and create an API key (shown once — copy and store it).
2. Authenticate with Authorization: Bearer cm_live_....
3. Query /api/v1/regulations, match products via /api/v1/match, poll changes with /api/v1/changes?since=.
4. Register your webhook URL (POST /api/v1/webhook or in the dashboard) to receive change push events automatically.

Usage is unlimited on the Enterprise plan. Revoke a key anytime from Dashboard → API — applications using it stop immediately.

How do we make sure your product is matched to the right regulations?

The AI match is a starting point. In Enterprise mode, our compliance experts review the applicable regulations for every productbefore they are confirmed. Each matched regulation is checked against the actual characteristics of your product, so the final scope you work with is verified by human experts — not just AI-generated.

The AI match result is a starting point, not a final answer. It flags regulations and harmonised standards that are potentially applicable, and it must always be reviewed by a compliance expert before being treated as your product's compliance scope. The reasons:

1. Accuracy depends on the product description. We store regulations for the known characteristics of products, but if a product's features are not fully or precisely described, the match result may be incomplete or inaccurate. The more complete your product profile, the more accurate the result.
2. Coverage of common characteristics. Our knowledge base covers the characteristics commonly found in products on the market today. For brand-new designs or emerging technologies, we cannot guarantee 100% coverage.
3. Scope interpretation needs expert judgement.Regulations and standards state their scope, but matching that scope to real product features is a matter of interpretation — the same wording can be read in multiple ways depending on the product. A compliance expert review is therefore always required.
4. The AI is a service, not a legal opinion. Although the ComplyMatrix AI is designed to be as comprehensive and accurate as possible, this feature does not carry regulatory responsibility. Its purpose is to help you hit potentially applicable compliance requirements faster and more completely, so that experts can review them. After the review is completed, all relevant regulations for your product enter your Radar monitoring scope— if a regulation changes, you will receive a notification — so you can keep your technical documentation and labelling obligations up to date across the whole product lifecycle.
5. Radar Products is also a compliance project platform.On top of the expert-reviewed results you can generate a compliance report per product. This is not just a report: it is a compliance project management platform where you can track the whole review, testing and completion process — fully traceable and auditable.

How do we get regulation updates?

We monitor the EUR-Lex Official Journal (L series)— the authoritative source of newly adopted EU legal acts — on a regular basis. Newly published regulations, directives and decisions are imported into the regulation knowledge base and analysed for their scope. When an act that affects one of your products changes, the product in your Radar monitoring scope is flagged and you receive a notification, so you can keep your technical documentation and labelling up to date across the whole product lifecycle.