Summary
The First AML Platform offers different user roles to provide flexibility and control over access and permissions. User roles determine the level of functionality and access each user has within the platform.
For organisations with multiple offices/teams, "offices" can be created in the platform. With this feature, you can control the visibility of cases to specific staff, ensuring that staff members can only view cases associated with their respective offices.
This article provides an overview of each user role and their respective permissions, whether your organisation has "offices" set up or not. If you have any further questions or need assistance, please reach out to our Support Team.
For information on how to to add and remove users in the platform, please click here.
Roles and permissions:
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Authors are not available for Real Estate clients (please use 'Office Assistant' for Real Estate if you would like this type of user).