# Teams and User Roles

### Overview

You can invite team members to collaborate on your ComplyCube account and assign them specific roles to control what they can see and do.

[User roles](#user-roles) help protect sensitive information and ensure that each member only has access to the features they need.

Team members can be added and managed through the [team members page](https://portal.complycube.com/settings/team). From there, you can invite new users, assign roles, and update permissions at any time.

{% hint style="info" %}
Further controls can be applied to our [Advanced Case Management](https://app.gitbook.com/s/KyFKMqftsmT6qln9zo5y/due-diligence-tools/advanced-case-management) service using [User Groups](https://app.gitbook.com/s/KyFKMqftsmT6qln9zo5y/due-diligence-tools/advanced-case-management#user-groups).
{% endhint %}

### User roles

ComplyCube provides five predefined user roles to assign when adding team members to your account. Each role carries different levels of access and restrictions.

{% hint style="info" %}
The **Account Owner** role is automatically assigned to the person who created the account. Please contact [support](https://support.complycube.com/) to reassign the owner.
{% endhint %}

<table><thead><tr><th width="169.92578125">Role</th><th>Description</th></tr></thead><tbody><tr><td><strong>Administrator</strong></td><td>Full administrative privileges similar to the <strong>Account Owner</strong>, including managing API keys, account settings, and inviting new users.</td></tr><tr><td><strong>Developer</strong></td><td>Designed for technical users. Developers can access and manage API keys, but cannot manage team members.</td></tr><tr><td><strong>Analyst</strong></td><td>Suitable for compliance or risk teams. Analysts can view reports, update checks, but cannot view or refresh API keys.</td></tr><tr><td><strong>Support Specialist</strong></td><td>Intended for support teams. They can view and process client checks, but cannot change workflow and check configurations or validate results (approve/reject).</td></tr><tr><td><strong>View Only</strong></td><td>This provides read-only access to all clients, workflows, sessions, and checks. View-only users cannot access account settings, automation rules, or API keys.</td></tr></tbody></table>

### Permissions table

Owner(**O**), Admin (**A**), Developer (**D**), Analyst (**AN**), Support Specialist (**SS**), View Only (**VO**).

<table data-full-width="false"><thead><tr><th width="278.94140625"> </th><th width="74.52734375" align="center">O</th><th width="75.05859375" align="center">A</th><th width="74.80078125" align="center">D</th><th width="74.59765625" align="center">AN</th><th width="74.96484375" align="center">SS</th><th width="74.7265625" align="center">VO</th></tr></thead><tbody><tr><td><strong>Clients</strong> -<br>Create, Update,  Export</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center">-</td></tr><tr><td><strong>Clients</strong> -<br>Bulk Imports</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center">-</td><td align="center">-</td></tr><tr><td><strong>Clients</strong> -<br>Delete</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center">-</td><td align="center">-</td></tr><tr><td><strong>Clients</strong> -<br>Read</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Checks</strong> -<br>Create, Update, Import, Export</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center">-</td></tr><tr><td><strong>Checks</strong> -<br>Validate</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center">-</td><td align="center">-</td></tr><tr><td><strong>Checks</strong> -<br>Batch Processing</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center">-</td><td align="center">-</td></tr><tr><td><strong>Checks</strong> -<br>Read</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Workflows and Templates</strong> -<br>Create, Update, Import, Export</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center">-</td><td align="center">-</td><td align="center">-</td></tr><tr><td><strong>Workflows and Templates</strong> -<br>Read</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Workflow Sessions</strong> -<br>Create, Update, Import, Export</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center">-</td></tr><tr><td><strong>Workflow Sessions</strong> -<br>Validate</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center">-</td><td align="center">-</td></tr><tr><td><strong>Workflow Sessions</strong> -<br>Read</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Advanced Case Management</strong> -<br>Create, Update</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center">-</td></tr><tr><td><strong>Advanced Case Management</strong> -<br>Read</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Advanced Case Management</strong> -<br>Delete</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center">-</td><td align="center">-</td><td align="center">-</td><td align="center">-</td></tr><tr><td><strong>Access Restriction Lists</strong> -<br>Create, Read, Update, Delete</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center">-</td><td align="center">-</td></tr><tr><td><strong>Banned Faces</strong> -<br>Create, Read, Update, Delete</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center">-</td><td align="center">-</td></tr><tr><td><strong>AML Risk</strong> -<br>Update</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center">-</td><td align="center">-</td></tr><tr><td><strong>AML Risk -</strong><br>Read</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Analytics &#x26; Insights</strong> -<br>Read</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>User Activity Log</strong> -<br>Read</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center">-</td><td align="center">-</td><td align="center">-</td><td align="center">-</td></tr><tr><td><strong>Automation</strong> <strong>-</strong><br>Read, Update</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center">-</td><td align="center">-</td></tr><tr><td><strong>Developers</strong> <strong>-</strong><br>Create, Update, Read</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center">-</td><td align="center">-</td><td align="center">-</td></tr><tr><td><strong>User Groups</strong> - <br>Create, Read, Update, Delete</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center">-</td><td align="center">-</td><td align="center">-</td><td align="center">-</td></tr><tr><td><strong>Brand Customization</strong> - <br>Update</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center">-</td><td align="center">-</td><td align="center">-</td><td align="center">-</td></tr><tr><td><strong>Team Member</strong> -<br>Invite, Read, Update, Delete</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center">-</td><td align="center">-</td><td align="center">-</td><td align="center">-</td></tr><tr><td><strong>Single Sign On</strong> -<br>Read, Update</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center">-</td><td align="center">-</td><td align="center">-</td><td align="center">-</td></tr><tr><td><strong>Custom Lists</strong> -<br>Create, Read, Update, Delete</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center">-</td><td align="center">-</td><td align="center">-</td><td align="center">-</td></tr><tr><td><strong>Billing</strong> - <br>Invoices, Payments</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center">-</td><td align="center">-</td><td align="center">-</td><td align="center">-</td></tr></tbody></table>
