User guides

Invite new user

The first user of your Corporate account will have the administrator role by default. As a CoorpID administrator, you manage the users, roles and permissions in your Corporation. This also means that you have the permission to create new users.

To invite a new user to CoorpID, do the following:

  1. Open the Settings menu by clicking the configuration wheel at the top right of the screen.
  2. Click ‘Access management’
  3. Click ‘Invite new user’.
  4. Hereafter you enter the contact details of the new user and select a user role.
  5. An additional option is to provide a user with both the Administrator and a second role. Potentially, the Administrator role is combined with the Manager role. Select ‘Add Administrator role’ to provide the user with the Administrator role on top of the other role.
  6. Click ‘Send invite’ and the new user will receive an account activation link by email. The user follows the steps as described under Account Activation.

Under the tab ‘Roles & Permissions’ within ‘Access Management’ you can find which detailed belong to a specific role. See also Roles & Permissions.

Simplifying corporate KYC data exchange

Companies face increasing demands to manage know your customer (KYC) data efficiently and securely.