Roles & permissions
- Priit Aavik
Roles
Company Admin - full permissions on account level
Admin - full permissions on project level
Editor - write permissions on project level
Viewer - read permissions on project level
Legend
- permission is included in the role
- permission is not included in the role
Table of contents
Roles → Permissions ↓ | Company Admin | Admin | Editor | Viewer |
|---|---|---|---|---|
Permissions go to all projects within the account | Permissions below are available within the assigned account → project | |||
User management | ||||
Search users | ||||
Add user to the account | ||||
Assign user to a project | ||||
Add | remove | update role | (*) | |||
Add | remove Company Admin role | ||||
Identification |
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Search identifications | ||||
View identifications | ||||
Add identifications manually | ||||
Export identifications | ||||
Edit document information | ||||
View forms and documents | ||||
Download forms and documents | ||||
View media files | ||||
Download media files | ||||
Change identification status | ||||
Reprocess registry checks | ||||
View logs | ||||
Generate / Copy KYC link | ||||
Stoplist |
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View stoplist | ||||
Search and filter stoplist | ||||
Export the stoplist | ||||
Add facial biometrics to stoplist | ||||
Remove facial biometrics from stoplist | ||||
Add document data to stoplist | ||||
Remove document data from stoplist | ||||
Client card |
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Search client cards | ||||
View client cards | ||||
Export client cards | ||||
Edit client cards | ||||
Archive client cards | ||||
Re-activate client cards | ||||
View forms and documents | ||||
Download forms and documents | ||||
View media files | ||||
Download media files | ||||
View related files | ||||
Download related files | ||||
Upload related files | ||||
Rename related files | ||||
Delete related files | ||||
View comments | ||||
Add comments | ||||
Delete comments | ||||
View logs | ||||
Delete client cards | ||||
Person monitoring |
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View client specific monitoring rules | ||||
Start client specific monitoring rules | ||||
Edit client specific monitoring rules | ||||
Stop / delete client specific monitoring rules | ||||
View monitoring events | ||||
Mark monitoring events as reviewed | ||||
Export the list of monitoring events | ||||
KYB identification |
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Search KYB identifications | ||||
View KYB / KYC identifications | ||||
Export KYB / KYC identifications | ||||
View forms | ||||
Download forms | ||||
View media files (KYC identification) | ||||
Download media files (KYC identification) | ||||
View comments | ||||