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:
Assign the appropriate default role to a team member
Create a custom role to suit your needs
Default Roles
By default, there are 4 user roles for GoProposal AML:
Global administrator
No restrictions on permissions across GoProposal or GoProposal AML
AML Executive
Can create and approve risk and KYC assessments and ID checks
Restricted to AML only with no proposal permissions
AML member
Can create risk and KYC assessments and run ID checks
Must send to an AML admin or global admin for approval
Restricted to AML only with no proposal permissions
Proposal and AML Member
Can create and send proposals but unable to see proposals created by others.
Can create risk and KYC assessments and run ID checks
Must send to an AML admin or global admin for approval
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.
Custom roles
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.
User limits and pricing plans
Your GoProposal and AML user limits will be defined by the roles and permissions applied.
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.