How to add a Key Person


You will need to have Manage User permissions in order to add a new Key Person

A Key Person can differ from jurisdiction to jurisdiction. Generally, key persons are C-Level officers, Directors, or Significant Owners.

Watch the video or follow the steps below:

  1. Go to Manage > Users.

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  1. Select Add. Then, enter user details: name and email address.

  2. Select the permission of the Key Personnel.

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Account Creation & Setup

The newly registered user will receive an email about their account creation. If the user did not input their personal information themselves, they may disregard the email. However, if they did provide their own details, they must complete the registration process to access the OneComply system.

Providing Collaborator Access

If the new Key Person has other people managing their profile, those people need to be added as collaborators to their account. Follow these instructions to add a collaborator


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