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



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