ComplyAssistant Support

Manage a sub-account's permissions

Only administrators in accounts with access to Sub-Accounts have access.

When you create a sub-account, ComplyAssistant gives a copy of the Categories, Functions, Project Templates, Audit Templates, and Question Libraries that exist in the current account. 

To modify these permissions:

1) Hover over Account Settings.
2) Click Sub-Accounts
3) Click a Sub-Account Name
4) Click the Permissions Tab

5) Hover over the section you'd like to modify.
6) Click the Edit Pencil
7) Modify the permissions using the select box.
8) Hit Submit

    • Related Articles

    • Sub-account administration

      Add a new sub-account From the sub-account dashboard Click Dashboard in the main header. Click the Sub Accounts tab. Click the New Sub Account button. Enter the Name and Subdomain. From the sub-account administration page Hover over Account Settings. ...
    • Manage user access permissions with groups

      You can create sets of user authorization rules with Groups.  Groups define sets of functions, locations, and categories that users added to the group will be able to access. Only account administrators can add groups. To create a user group: Hover ...
    • Set up SSO with Microsoft Azure AD

      This article will walk you through setting up basic single-sign-on (SSO) authentication with Microsoft Azure AD.  The second part of this article discusses setting up ComplyAssistant group permissions in Microsoft AD. Microsoft Azure AD SSO ...
    • User interface layout

      ComplyAssistant user-interface is designed to be simple and straightforward. This article will help you familiarize yourself with how the ComplyAssistant user-interface works. Account, User Setting, Customer Support These controls can be found in the ...
    • 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: ...