Onboarding Other Users & Account Types
Your OneClickComply account will have one account owner, and as many administrators and auditor profiles as required. You can access the Account User area by navigating to Settings in the main navigation menu, selecting Manage Account from the dropdown, then scrolling down to Account Users.
You can see an example of this area below:
In this example, Richard Hendricks is the Owner of the account, and has invited his co-worker Dinesh Chugtai to be an Administrator. Here's an overview of the different account types:
Owners: Have full permissions within the platform. They are able to invite other users to OneClickComply, complete tasks, and manage the entire account.
Administrators: Have similar permissions to Owners, except they cannot make changes to the actual account itself. They are still able to invite other users, complete tasks etc.
Auditors: Auditors have read-only permissions. Accounts with this label are still able to access all areas of the platform, but they cannot run tasks, update permissions, or do anything that would be reflected within the audit logs. These accounts are available so that business can invite auditors, or other users, to view their compliance goals, journey and evidence in a much smoother and more accessible format.
Inviting users is a very simple process. Clicking on the Invite Users button will open the Account Wizard, which will guide you through the steps to onboard a new user. All that is required is their name, email and desired permission level. If you would like to change the Owner of the account, they will need to contact a member of the OneClickComply support team to arrange this.
Click here to learn about updating business details.
You can see an example of this area below:
In this example, Richard Hendricks is the Owner of the account, and has invited his co-worker Dinesh Chugtai to be an Administrator. Here's an overview of the different account types:
Owners: Have full permissions within the platform. They are able to invite other users to OneClickComply, complete tasks, and manage the entire account.
Administrators: Have similar permissions to Owners, except they cannot make changes to the actual account itself. They are still able to invite other users, complete tasks etc.
Auditors: Auditors have read-only permissions. Accounts with this label are still able to access all areas of the platform, but they cannot run tasks, update permissions, or do anything that would be reflected within the audit logs. These accounts are available so that business can invite auditors, or other users, to view their compliance goals, journey and evidence in a much smoother and more accessible format.
Inviting users is a very simple process. Clicking on the Invite Users button will open the Account Wizard, which will guide you through the steps to onboard a new user. All that is required is their name, email and desired permission level. If you would like to change the Owner of the account, they will need to contact a member of the OneClickComply support team to arrange this.
Click here to learn about updating business details.
Updated on: 28/02/2025
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