ComplyAssistant Support

Sub-account administration

Add a new sub-account

From the sub-account dashboard

  1. Click Dashboard in the main header.
  2. Click the Sub Accounts tab.
  3. Click the New Sub Account button.
  4. Enter the Name and Subdomain.

From the sub-account administration page

  1. Hover over Account Settings.
  2. Click Sub Accounts.
  3. Click New Sub Account in the action box.
  4. Enter the Name and Subdomain.

Add a user to a sub-account

  1. Hover over Account Settings.
  2. Click Sub Accounts.
  3. Click the Sub Account you'd like to add a user to.
  4. Click the New User button.
  5. Enter the user information.
  6. Click Submit.

Deactivate a sub-account

  1. Hover over Account Settings.
  2. Click Sub Accounts.
  3. Click the Sub Account you'd like to deactivate.
  4. Click the dropdown context menu
  5. Click Deactivate.

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