Do I need to provide/upload any documents before onboarding?

You won't need to bring or upload any documents prior to the onboarding process. All you would need to bring to onboarding is a list of users that you would like to be onboarded onto the platform, and an outline of what permission levels you would like each user to have.

Users can be onboarded to the platform at any point through the Account Wizard, and permissions can also be updated in the Account area in a few simple clicks.

Click here to learn more about user permission levels, and how to onboard users onto the OneClickComply platform.

Updated on: 29/01/2025