GoProposal AML provides Know Your Client (KYC), risk assessments, and ID checks integrated with proposals and renewals. You can control user permissions by:
Assigning a default role
Creating a custom role
Default roles in GoProposal AML
There are four default roles:
Global Administrator
Full access to all GoProposal and AML features
AML Executive
Can create and approve risk assessments, KYC, and ID checks
Restricted to AML only, no proposal permissions
AML Member
Can create risk assessments, KYC, and run ID checks
Must send to an AML Executive or Global Administrator for approval
Restricted to AML only, no proposal permissions
Proposal and AML Member
Can create and send proposals (can’t view others’ proposals)
Can create risk assessments, KYC, and run ID checks
Must send to an AML Executive or Global Administrator for approval
Assign AML-specific roles to team members who only need AML access.
Assign a default role
Go to Account and select Manage Users.
Click Edit User next to the relevant person.
Select the relevant user from the Role dropdown menu.
Click Update User to save.
Creating custom roles
If you need more flexibility, create a custom role:
Go to Account and select Manage Users.
Go to the Roles tab.
Click Add New Role.
Give the new role a name and enter the permissions you want to assign.
Click Save Role.
You can now assign this custom role to users.
User limits and pricing
Users with AML-only permissions count towards your AML user limit
Default AML roles: AML Executive and AML Member
Custom roles with AML-only permissions also count towards the AML limit
Need Support?
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