For more guidance on creating a Team in KYC Protect, please view this interactive demonstration. You can also follow the below steps. 

  1. In the Creditsafe platform, click on KYC Protect in the left menu panel 
  2. Click on Settings 
  3. Within the settings area click on the User Configurations tab, then select the Teams tab
  4. You will see an overview of your Teams in this area
  5. To create a new team, click on the red Create Team button on the right of the page 
  6. Name your team, and add a description if one is needed
  7. Click Next 
  8. Add members to your team
    • You can search for members you would like to add (a maximum of 100 members can be added on creation but you can add more post team creation)
    • You can also select a default role that will be automatically assigned to anybody added to the team. Roles can also be assigned to individuals 
  9. When you have finished configuring your team, click the green Create Team button 
  10. The team will now be visible in the list 
  11. Click on the chevron next to the team name to expand the team details


Please note: When you create a Team in KYC Protect, you will automatically be assigned an Admin role in this team.