Creating a new account is the first step to unlocking the features and services in your OneComply platform. This article guides you through the ins and outs of new account creation, ensuring a smooth and secure process from start to finish. Read on to learn how to set yourself up for success right from the get-go.
Managing Users
On the left-hand navigation, select Manage, then Users
From here, you will see all of the accounts that have been created in your OneComply Portal.
If they are active
Roles and permissions
Invitation status
If active monitoring is enabled
Adding new users
Click on Add New
Fill in the necessary information and apply for user roles. For more information on roles to assign, click this article.
3. Click save. Once the information has been entered, an email will be sent directly to the new user to register their account.
Importing new users
Scaling your platform often means onboarding multiple users at once. The manual addition of each new user can be tedious and time-consuming. That's where batch importing comes into play. Use our new feature, Import Users, to streamline your process and save time. Click on this guide to get yourself started.
