Invite team members to APLYiD Workflow from Team Settings by entering their email address, assign a role, and they'll receive an invitation link to create their account.
Who can invite team members?
Admins can invite, manage, and remove team members. If you don't see the Team Settings option, contact your account Admin.
User roles
Workflow has three roles:
Admin — Full access to all cases, clients, settings, billing and team management. Assign this to principals, compliance officers, or office managers.
AML Supervisor — Everything Admin has access to, excluding billing
Agent — Can create and manage cases and clients, but cannot access team settings, account-level configuration or billing. Assign this to sales agents or solicitors.
Choose the right role before sending the invitation. You can change it later if it requires updating.
How to invite a team member
Click Settings in the left-hand navigation menu.
Click Team. The team members list appears.
Click Invite Team Member. An invitation form slides in.
Enter the person's First Name, Last Name, and Email Address.
Select their role, Admin, Agent or AML Supervisor, from the Role dropdown.
Click Send Invitation. The person receives an email with a link to create their account.
What the invited person sees
Your team member receives an email inviting them to APLYiD. They click Accept Invitation, set a password, and land on the Workflow dashboard. Their account is immediately active. It is completely free to add users and you can have an unlimited amount.
Managing pending invitations
If a team member hasn't accepted their invitation, their status shows as Pending in the team list.
Changing a user's role
Click Settings, then Team.
Find the team member you want to update.
Click the three-dot menu (⋯) next to their name.
Click Change Role.
Select the new role from the dropdown.
Click Save. The change takes effect immediately.
Removing a team member
Click Settings, then Team.
Find the team member you want to remove.
Click the three-dot menu (⋯) next to their name.
Click Suspend User.
Confirm by clicking Suspend User in the confirmation dialogue. The user's access is revoked immediately, they will remain in the list for auditing purposes and their cases and client records are retained.
Removing a user does not delete any cases or client records they created. Those records remain in your account and can be managed by Admins.