Help and guides

Get from first workspace to steady routine.

Product guidance for Obligary users, plus a direct line for support notes, feedback and feature requests.

Help desk

Choose a common question.

Fast answers for common product questions. For support or feature requests, send a note below.

You asked

Does Obligary guarantee compliance?

Obligary answer

No. Obligary helps organise tasks, reminders, evidence and reports. Your organisation decides what applies, takes advice where needed and remains responsible for meeting obligations.

Open the product guide

Standards Hub guide

Standards support now works from four focused views.

The Standards Hub keeps document control, shared ISO Core, Cyber Essentials readiness and specialist packs easier to navigate. Use the view that matches the job you are trying to do, then open the record, task or report from there.

Focus

Start with the work that needs attention now: open actions, document reviews and linked tasks.

Setup

Use guided starter records to build ISO Core before opening specialist registers.

Portfolio

Check enabled standards, certification dates, review queues and recent document-control activity.

Areas

Jump into controlled documents, ISO Core, Cyber Essentials readiness or the specialist packs enabled for the workspace.

Set up a workspace

Use onboarding to create a useful first calendar from company details and profile answers.

Start the routine

Move from a blank workspace into a weekly rhythm for tasks, evidence and reports.

Use My Work

Focus each owner on priority work, quick actions, evidence gaps and waiting items.

Work the calendar

Create tasks, filter list and calendar views, set dates and mark status clearly.

Update tasks

Use task detail pages for ownership, status, notes, evidence and workflow actions.

Keep evidence together

Upload private evidence, link files to tasks and watch expiry details.

Request evidence

Send secure upload links to users, suppliers, advisers or external contacts and track responses.

Invite the team

Add members, assign owners and let task emails point people to the right work.

Configure custom fields

Add typed organisation-specific information to supported tasks, evidence, documents and standards records.

Build workflows

Create, test, publish and operate visual workflows with assignments, decisions, notifications and controlled recovery.

Report the picture

Use workspace and agency reports, print views, scheduled emails, PDF downloads and spreadsheet exports.

Schedule report emails

Send weekly or monthly summaries to workspace users and selected external recipients.

Use the Standards Hub

Work with Focus, Setup, Portfolio and Areas views for document control, ISO packs and Cyber Essentials readiness inside the Standards Hub.

Run management reviews

Use the Management Review Room for live inputs, decisions, actions, evidence and close-out readiness.

Prepare for Cyber Essentials

Define scope, gather evidence, close gaps and keep Cyber Essentials and Plus work current.

Control documents

Manage document owners, versions, reviews, approvals and acknowledgements.

Prepare audit packs

Export or share task, evidence, document and ISO records for review conversations.

Manage clients

Create client workspaces, invite contacts and monitor portfolio-level signals.

Manage billing

Owners and admins can view invoices, upgrade now, downgrade at renewal or cancel renewal.

Contact

Need a human answer?

Use the form or email hello@obligary.co.uk. Include the workspace, task or screen you were using so the Obligary team can help faster.

Obligary guidance covers product use. It does not decide your legal or regulatory obligations.

Feedback

Tell the Obligary team what you need.

Send a support note, product idea or feature request to the Obligary team.