Adding Users, Granting Permission and Setting Roles for Your Team on AutoComply

Introduction

This guide will walk you through the process of:

1. Adding team members to your AutoComply account
2. Assigning them appropriate permissions and 
3. Setting their roles.

An effective team is crucial for efficient compliance management, and AutoComply empowers you to build a team tailored to your specific needs. Adding team members and assigning them the correct permissions, ensures everyone has the access they need to fulfill their compliance tasks while maintaining data security.

Your AutoComply dashboard 

Here’s a quick rundown of the relevant sections within the AutoComply dashboard that you’ll use throughout this guide:

Teams Tab: This is where you’ll find an overview of your team members, including their assigned roles and permissions. You’ll be adding new members and managing their roles within this tab.

How to add users

To add new team members, navigate to Teams on the left menu bar, click Add Team Member at the top right corner and follow the prompts.

Setting roles and granting permissions to users

To ensure data integrity, select the level of access each team member has. This enables you to keep confidential information away from team members who shouldn’t have access to it. It also lets you organize your team around core responsibilities.

When adding a new team member, you can

1. Choose a role (Admin, Team leader, Team member)
2. Give access to specific companies
3. Select permissions: This restricts or allows access to specific documents or obligation items.

Access for various roles

The table below shows various access liberties and restrictions for various team roles. This will help guide your decision making when assigning roles.

	Can add new companies	Assign/reassign Tasks and Sub-tasks	Add new team members	Access to General, Tax, Corporate Gov and HR obligations	Access to General, Tax, Corporate Gov and HR obligations documents	Uploading new folders and documents sharing documents	View/edit company profile page	Gets Notifications	Can disable (Stop tracking)obligations
“Administrator”	YES	YES	YES	Global	Global	YES	YES	YES can modify	YES
“Team Leader”	YES	YES	YES	Requires permission during onboarding	Requires permission during onboarding	YES	YES	YES can modify	YES
“Team member”	NO	NO	NO	Requires permission during onboarding	Requires permission during onboarding	YES	YES	YES	NO

To map obligation templates to tasks for your team, view this guide.