CCX360 Support Portal
Back to website
Submit a ticket
My Tickets
Welcome
Login
Knowledge base
Introduction to CCX360
Dashboard & Widgets
6
CCX360 Dashboard & Widgets
Customising your Dashboard
CPD Tracker Widget
Search Widget
To Do Widget
View all 6
CCX360 Broker Forms & Declarations
General
4
CCX360 Forms - General
Forms Generated by Reponses
Forms - Exporting a Register
Reporting Requirements - IBCCC & IDR
Broker Forms
8
AR & Staff Authorisation Form
Complaint Form
Conflict of Interest Form
CPD Notification Form
Incident / Breach Form
View all 8
Staff & AR Declarations
2
Staff Compliance Declaration
Authorised Representative Compliance Declaration
CCX360 Administration
Document Management
2
Uploading a new document version
Generating Document links
Form Administration
4
How to Delete a Record in CCX360
Complaint Form Email Notifications
Complaint Resolution Email Reminders
Owner and Manager/s of a Form
User Management
3
'Invite User' email - emailing Users their logon details
Adding or removing a Staff Member/AR to the Compliance Declaration
Deleting a User Profile
