Teams and User Roles
Manage team access, roles, and permissions for your ComplyCube KYC and identity verification operations.
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 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. From there, you can invite new users, assign roles, and update permissions at any time.
Further controls can be applied to our Advanced Case Management service using User Groups.
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.
The Account Owner role is automatically assigned to the person who created the account. Please contact support to reassign the owner.
Administrator
Full administrative privileges similar to the Account Owner, including managing API keys, account settings, and inviting new users.
Developer
Designed for technical users. Developers can access and manage API keys, but cannot manage team members.
Analyst
Suitable for compliance or risk teams. Analysts can view reports and update checks, but cannot view or refresh API keys.
Support Specialist
Intended for support teams. They can view and process client checks, but cannot change workflow and check configurations or validate results (approve/reject).
View Only
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.
Permissions table
Owner (O), Admin (A), Developer (D), Analyst (AN), Support Specialist (SS), View Only (VO).
Clients - Create, Update, Export
✔️
✔️
✔️
✔️
✔️
-
Clients - Bulk Imports
✔️
✔️
✔️
✔️
-
-
Clients - Delete
✔️
✔️
✔️
✔️
-
-
Clients - Read
✔️
✔️
✔️
✔️
✔️
✔️
Checks - Create, Update, Import, Export
✔️
✔️
✔️
✔️
✔️
-
Checks - Validate
✔️
✔️
✔️
✔️
-
-
Checks - Batch Processing
✔️
✔️
✔️
✔️
-
-
Checks - Read
✔️
✔️
✔️
✔️
✔️
✔️
Workflows and Templates - Create, Update, Import, Export
✔️
✔️
✔️
-
-
-
Workflows and Templates - Read
✔️
✔️
✔️
✔️
✔️
✔️
Workflow Sessions - Create, Update, Import, Export
✔️
✔️
✔️
✔️
✔️
-
Workflow Sessions - Validate
✔️
✔️
✔️
✔️
-
-
Workflow Sessions - Read
✔️
✔️
✔️
✔️
✔️
✔️
Advanced Case Management - Create, Update
✔️
✔️
✔️
✔️
✔️
-
Advanced Case Management - Read
✔️
✔️
✔️
✔️
✔️
✔️
Advanced Case Management - Delete
✔️
✔️
-
-
-
-
Access Restriction Lists - Create, Read, Update, Delete
✔️
✔️
✔️
✔️
-
-
Banned Faces - Create, Read, Update, Delete
✔️
✔️
✔️
✔️
-
-
AML Risk - Update
✔️
✔️
✔️
✔️
-
-
AML Risk - Read
✔️
✔️
✔️
✔️
✔️
✔️
Analytics & Insights - Read
✔️
✔️
✔️
✔️
✔️
✔️
User Activity Log - Read
✔️
✔️
-
-
-
-
Automation - Read, Update
✔️
✔️
✔️
✔️
-
-
Developers - Create, Update, Read
✔️
✔️
✔️
-
-
-
User Groups - Create, Read, Update, Delete
✔️
✔️
-
-
-
-
Brand Customization - Update
✔️
✔️
-
-
-
-
Team Member - Invite, Read, Update, Delete
✔️
✔️
-
-
-
-
Single Sign-On - Read, Update
✔️
✔️
-
-
-
-
Custom Lists - Create, Read, Update, Delete
✔️
✔️
-
-
-
-
Billing - Invoices, Payments
✔️
✔️
-
-
-
-