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Teams and User Roles

Learn about ComplyCube's roles and permissions for team members.

You can invite other members of your team to access a ComplyCube account. To protect your sensitive information or restrict the actions they can perform, user roles limit their access.
Team members can be added through the team members settings page on the Web Portal.
Further controls can be applied to our Advanced Case Management service using User Groups.
User roles
There are five user roles to choose from when adding a team member to a ComplyCube account, each with increasing restrictions on the actions they can take:
1.Administrator
The user has a similar access level as the Account Owner and can view API keys, change account settings, invite new users, etc. Administrators cannot view or edit payments and billing-related pages.

2.Developer
The user cannot manage team members on your ComplyCube account.

3.Analyst
The user cannot view or refresh API keys.

4.Support Specialist
The user cannot change check configurations or validate checks (i.e., accept or reject).

5.View Only
The user has read-only access to all clients and checks but cannot access any account settings, automation rules, or view API keys.
Permissions table
 
Owner
Admin
Developer
Analyst
Support
View Only
Clients -
Create, Update,  Export
Yes
Yes
Yes
Yes
Yes
-
Clients -
Bulk Imports
Yes
Yes
Yes
Yes
-
-
Clients -
Delete
Yes
Yes
Yes
Yes
-
-
Clients -
Read
Yes
Yes
Yes
Yes
Yes
Yes
Checks -
Create, Update, Import, Export
Yes
Yes
Yes
Yes
Yes
-
Checks -
Validate
Yes
Yes
Yes
Yes
-
-
Checks -
Batch Processing
Yes
Yes
Yes
Yes
-
-
Advanced Case Management -
Create, Update
Yes
Yes
Yes
Yes
Yes
-
Advanced Case Management -
Read
Yes
Yes
Yes
Yes
Yes
Yes
Advanced Case Management -
Delete
Yes
Yes
-
-
-
-
AML Risk -
Read
Yes
Yes
Yes
Yes
Yes
Yes
Automation -
Read, Update
Yes
Yes
Yes
Yes
-
-
Developers -
Create, Update, Read
Yes
Yes
Yes
-
-
-
User Groups - 
Create, Read, Update, Delete
Yes
Yes
-
-
-
-
Brand Customization - Update
Yes
Yes
-
-
-
-
Team Member -
Invite, Read, Update, Delete
Yes
Yes
-
-
-
-
Single Sign On -
Read, Update
Yes
Yes
-
-
-
-
Custom Lists -
Create, Read, Update, Delete
Yes
Yes
-
-
-
-
Billing - 
Invoices, Payments
Yes
-
-
-
-
-
​

	Owner	Admin	Developer	Analyst	Support	View Only
Clients - Create, Update, Export	Yes	Yes	Yes	Yes	Yes	-
Clients - Bulk Imports	Yes	Yes	Yes	Yes	-	-
Clients - Delete	Yes	Yes	Yes	Yes	-	-
Clients - Read	Yes	Yes	Yes	Yes	Yes	Yes
Checks - Create, Update, Import, Export	Yes	Yes	Yes	Yes	Yes	-
Checks - Validate	Yes	Yes	Yes	Yes	-	-
Checks - Batch Processing	Yes	Yes	Yes	Yes	-	-
Advanced Case Management - Create, Update	Yes	Yes	Yes	Yes	Yes	-
Advanced Case Management - Read	Yes	Yes	Yes	Yes	Yes	Yes
Advanced Case Management - Delete	Yes	Yes	-	-	-	-
AML Risk - Read	Yes	Yes	Yes	Yes	Yes	Yes
Automation - Read, Update	Yes	Yes	Yes	Yes	-	-
Developers - Create, Update, Read	Yes	Yes	Yes	-	-	-
User Groups - Create, Read, Update, Delete	Yes	Yes	-	-	-	-
Brand Customization - Update	Yes	Yes	-	-	-	-
Team Member - Invite, Read, Update, Delete	Yes	Yes	-	-	-	-
Single Sign On - Read, Update	Yes	Yes	-	-	-	-
Custom Lists - Create, Read, Update, Delete	Yes	Yes	-	-	-	-
Billing - Invoices, Payments	Yes	-	-	-	-	-

Other Services - Previous

Advanced Case Management

Next - Access Management

Single Sign On (SSO)

Last modified 1mo ago