User Management
Corporates share their company information on CoorpID for KYC purposes. This information can be sensitive. Therefore, it is essential that the documents shared are only visible to the people who should have access. To facilitate this, different roles with different permissions are available in CoorpID. These roles are Admin, Team Manager, Member and Contributor. The Admin role can be stand-alone or an add-on to each of these roles.
Optimise your KYC process by delegating tasks
Your corporate customers might have decentralised business units or different entities that should not be able to view each other’s confidential documents as not everyone within the entity is authorised to view this information. In the CoorpID platform, like the corporate users also the bank users are given certain rights and permissions. One might be an Admin, another one a Member. All have their own responsibilities, which all lead up to replying to the KYC document information requests.
Teams management
Over time, users in your organisation and their roles may change. As an Admin, you can edit the roles of users, add new users and assign different roles. In CoorpID, four user roles are available with their own specific authorisations:
- Administrator – The person who owns the partner account and has the authority to perform all available account-related operations. This includes managing users, managing subscriptions etc.
- Team Manager – The main responsibility of the Team Manager is to make sure the right corporations and the right partner users are assembled in the same team, so corporate documents are only visible to the users that should have access to those documents. The workload of a Team Manager is relatively high, but the role is indispensable.
- Members – can create, review and send information requests, download documents.
- Contributor– can view and download information and prepare information requests to be sent by a member / team manager.
Only see the information linked to your team
CoorpID is divided in business units. A business unit is an environment in CoorpID protected by Chinese walls. The Admin role is applicable on the business unit level. You can create teams in each business unit and teams also have Chinese walls.
Our platform is self-explanatory, but sometimes you just want to follow some steps. For this, we created user guides and videos to help you further.
