You can edit the following in a team in KYC Protect: 

  • Team name
  • Team description 
  • Add members 
  • Remove members
  • Edit member user roles within the team


Please Note: You will need to have the correct user permissions to update a team. 


For more guidance on how to edit teams in KYC Protect, please view this interactive demonstration, or follow the below steps: 


  1. In the left menu of the Creditsafe home page, click on KYC Protect 
  2. Click on Settings 
  3. Click on the User Configurations tab, then click on the Teams tab 
  4. You will now be taken to your teams page. Here you can see a list and overview of your Teams


Updating Team Details:

  1. To edit a team name and description, click on the edit pencil on the team you want to update
  2. In the pop-up, update the name and/or description 
  3. Click the green Save button


Removing Team Members: 

  1. Click on the chevron to expand the Team members 
  2. To remove a member, click on the red trash can icon next to their name 
    1. When removing a user from a team, you can either unassign Profiles associated to this user, or reassign these to somebody else
    2. If you are reassigning data to another user, select this user from the drop-down list 
  3. Click the green Continue button 
  4. Confirm the action again 
  5. The user will now be removed. The data will be reassigned if this was selected


 Updating Team Members 

  1. You can mass-update user roles by selecting users and choosing the change role option, on the right of the screen 
  2. You can update the roles of individuals by selecting the user role against the specific user 


Adding Team Members

  1. To add members to the team, click on the Add Members icon on the top of the Team 
  2. You can search for members you would like to add 
  3. 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
  4. When you have finished configuring your new Team members, click the green Add Members button 
  5. These members will now be added to the Team