Adding a User to the Compliance Role
This section provides step-by-step instructions for adding a user to the compliance role within your company.
Last updated
This section provides step-by-step instructions for adding a user to the compliance role within your company.
Last updated
Adding a User to the Compliance Role:
To add a user to the compliance role in our application, follow these step
Navigating to the Users Section:
Log in to the admin panel using your credentials.
Look for the "Manage Users" tab in the menu bar or navigation panel.
Click on the "Manage Users" tab to access the users' section.
Viewing Users:
Upon accessing the user's section, you will be presented with a list of users registered in the system.
The list may include user details such as email addresses and first and last names.
Filtering Users:
Use the search option to narrow down the list of users based on specific criteria such as email address, first name, or last name.
Viewing User Details:
Locate the 'Roles' section and check the box labeled 'Is Compliance'.
Click the save button and exit the user panel to save the changes.
To watch a video demonstration, click here.
Note: Ensure that you have the necessary permissions to access and manage user roles. Exercise caution when performing actions that affect user accounts to avoid unintended consequences.
Company Admin Privileges: Please note that only users with company admin privileges can access the admin panel and manage user roles.