Welcome to Warrant OS! Please explore this article for tips on setting up your company and team on the platform.

This guide walks you through the four things you need to configure before your team can start using Warrant:

1. Company Settings — Tell Warrant about your business

2. Approval Workflows — Define how content gets reviewed

3. Scan Settings — Choose which regulations to check

4. Team — Invite your colleagues

Step 1: Company Settings

Tell Warrant about your business so our AI can give you relevant compliance feedback.

→ The more Warrant knows about you, the smarter your compliance reviews become.

How to get there

1. Click Admin in the left sidebar

2. Select Company Settings

What to fill in

Fields marked with ⭐ are required.

Company Name ⭐: Your organization's name

Industry Sector ⭐: Helps us prioritize the right regulations

Website URL: Your company website

Company Description: Grab this from your About page — it helps our AI understand your business

Products & Services ⭐: Add each product name and type, separated by commas. These become selectable options when you scan content.

→ This means your team can quickly tag which product a piece of content is about.

Countries Operating In ⭐: We'll show you the right regulators based on where you do business

States Operating In ⭐: Select all states where you operate. Use 'Select All' if you're in all 50 states + D.C.

→ State-level rules matter. Insurance, securities, and consumer protection laws vary by state.

Brand Guidelines ⭐: Upload your brand standards as a PDF. Warrant will check content against your brand rules too.

→ Now every scan can catch off-brand content, not just compliance issues.

The page saves automatically as you fill it in.

Step 2: Approval Workflows

Define how content moves through review before it can be used.

→ No more email chains or lost approvals. Everything is tracked in one place.

How to get there

1. Click Company in the left sidebar

2. Select the Approval tab at the top

Turn on approvals

Toggle Approvals on (blue) to require review before content can be marked approved.

Choose your auto-approval setting

Decide which content needs human review:

Create an approval flow

1. Click Add New Approval Flow

2. Name it clearly (e.g., 'Marketing Review' or 'Legal Approval')

3. Add a description so your team knows when to use it

4. Choose the review mode:

   • Sequential — Stages happen in order. Stage 2 doesn't start until Stage 1 approves.

   • Parallel — All reviewers see it at once. Anyone can approve.

5. Add your first stage:

   • Give it a name (e.g., 'Legal')

   • Add the approvers

   • Choose: Any One (one person approves) or Everyone (all must approve)

6. Add more stages if needed with '+ Add Stage'

7. Click Save Changes

→ You can create multiple flows for different content types: quick review for social, full review for campaigns.

Set expiration rules

Approved content doesn't stay approved forever. Set when it expires:

1. Choose a default expiration period (30 days, 90 days, 1 year, etc.)

2. Decide if expired content should automatically resubmit for re-approval

→ Never worry about outdated content staying live. Warrant tracks it for you.

Step 3: Scan Settings

Choose which regulations and policies Warrant checks your content against.

→ 1,500+ rules from federal regulators, state agencies, and platforms; you pick what applies to you.

How to get there

1. Click Settings in the left sidebar

2. Select Scan Settings

3. Stay on the Default Policies tab.

Turn on compliance reviews

1. Toggle on AI Compliance Reviews at the top. This enables scanning in Studio and Scan.

2. Toggle on Brand Guidelines at the bottom to also check content against your brand standards.

Select your regulators

1. In the first table, enable the federal regulators and platform policies that apply to your business:

2. Once enabled, you'll see individual policies in the table below. Use search and filters to find specific rules, then enable the ones you need.

Set risk levels

For each policy, assign a risk level:

→ Risk levels tie into auto-approval settings you set in Company Settings.

Step 4: Invite Your Team

Add your colleagues so they can start uploading and reviewing content.

How to get there

1. Click Settings in the left sidebar and select Team.

Add a team member

1. Click Invite New Team Member

2. Enter their email address

3. Choose their role:

4. Click Send Invitation

They'll receive an email to join your workspace.

You're ready! 🚀

Your workspace is set up. Here's what you've configured:

✓ Company profile and brand guidelines

✓ Approval workflows and expiration rules

✓ Compliance policies and risk levels

✓ Team invitations

What's next

Share the Getting Started for Users guide with your team so they know how to:

• Draft content in Studio

• Upload files and websites

• Run compliance scans

• Submit for approval

As an admin, you'll want to

• Check Approvals → Pending regularly to review submitted content

• Use Search with the 'Expiring Soon' filter to catch content before it lapses

• Refine your Scan settings and policies over time based on what your team actually needs.

Need help?

In-app chat — Click the chat icon for instant support (Coming Soon) 

Email — support@hellowarrant.com 

Slack — Join our Slack channel.