Set Up Users¶

Permissions¶

Each organisation and suborganisation can have unlimited number of users for all roles (except Compliance Officers), and up to 3 Compliance Officers.

The user roles and their access permissions are described in Overview > User Roles.

Create New User and assign to Suborganisation¶

Each user account is associated with a single user role and requires a unique username and unique email address. If a user requires access as multiple roles in the system, separate user accounts must be created with different usernames and email addresses.

If a new user account is required, create the suborganisation first before creating the new user account.

In the example, we create the new user account and then assign the user to the relevant organisation or suborganisation.

You can select multiple organisations or suborganisations to assign to the user as appropriate.