GoProposal AML provides you with compliant, up to date KYC, Risk Assessments and ID checks integrated with your client proposal and renewal processes.

You may want to control the permissions certain users have when creating and approving risk assessments.

There are two ways you can control this:

By default, there are 4 user roles for GoProposal AML:

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Assign the AML specific roles to team members that are required specifically for AML related tasks, but not proposals.

You can manage roles assigned to team members from Account > Manage Users > Edit User.

You may need more flexibility over the roles and permissions assigned to team members. You can do this by creating custom roles.

From Account > Manage Users > Edit User, you can create a new user role ...
​(Please note the existing roles within GoProposal cannot be edited)

Within the AML tab, you can define the permissions you would like a user with this role to have.

Make sure you also define the permissions you need for this role across the dashboard, proposals and configuration tabs.

Save the role and move to the users tab, to then apply the role to the relevant users by clicking the 'edit user' option.

Your GoProposal and AML user limits will be defined by the roles and permissions applied.
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For example, those with permissions related only to AML will count towards your AML user limit only.

If you are using the default roles, this would be an AML admin or AML member.

If you have assigned a custom role, this would be a role that contains only AML permissions.

If you have any questions please reach out to us in the chat box below.