User roles will be assigned to all users in KYC Protect. Individuals who we have identified as key contacts will be granted an "Admin" role, with all other users being assigned the "Manager" role. Both of these roles have full permissions enabled as standard. We have assigned these roles initially to ensure that there is no unexpected disruption to users day-to-day activities.
It is recommended that once you have user roles available that you complete the following actions:
- Review the permissions available in each role. You can update the permissions in the Manager, Analyst or Viewer roles to suit your own configuration. For more guidance on how to do this, please view this article. The standard role configuration is detailed below:
- Admin: Admins have full access to all KYC Protect models, and full control over all permission configurations. You can have multiple Admin roles in your KYC Protect account. Admin's can also add or remove the Admin role from other users. The Admin role cannot have it's permissions edited.
- Manager: Managers have all the same permissions as Admins. However, these permissions can be edited if needed.
- Analyst: Analysts have most of the rights to profile creation, management and screening functionalities. However, they cannot approve/decline or set status', nor can they delete profiles or screenings. Analysts cannot batch upload, nor can they change any user permission settings.
- Viewer: Viewers have view-only access across all models.
- Once you have configured your role permissions, assign the relevant roles to your users. To learn how to assign roles to users, please view this article.