ComplyAssistant Support

Add a User or Administrator

You can add users and account administrators in  Account Settings.

Only account administrators and users granted access to the  users_admin  function can add users. Only account administrators can add other administrators.

To add a user or an admin:

  1. Hover over Account Settings. 
  2. Click Users. 
  3. Click New User  in the action box.

  1. Add the required information for the user
    1. First Name
    2. Last Name
    3. Email -  note that the email must be unique in your account.
  2. Add optional information for the user:
    1. Job Title
    2. Office Number
    3. Mobile Number
    4. Fax Number
    5. Home Number
  3. Choose whether or not they are an Administrator.
  4. Choose whether or not this has  Limited Rights.  A limited rights user should only see items assigned to or created by them within the permissions defined by their user groups.
  5. For non-administrator accounts, choose the Groups that define which functions, categories, and locations the user is authorized to create, update, destroy.
  6. Choose whether the user should receive  Bounce Notifications.  These notifications trigger when ComplyAssistant generates an email to a user in the account, but the email could not be delivered.

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