# 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](/documentation/product-guides/due-diligence-tools/advanced-case-management.md) service using [User Groups](/documentation/product-guides/due-diligence-tools/advanced-case-management.md#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 and 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 role 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> -<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> -<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>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.complycube.com/documentation/access-management/teams-and-user-roles.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
