How to add a user (staff member) and choose their role

Quick answer:

Only a Company Admin can add users. Go to Preferences > Accounts > Create a New Account, enter the person's details, choose their role and click Create Account. They'll get an email invite to set their password.

Who can add a new user?

Only a user with the Company Admin role can add, suspend or delete users. If you're not a Company Admin, ask the Company Admin at your business to do it.

APLYiD Support can't create users on your behalf.

How to add a new user

Log in to APLYiD.
In the menu on the left, under Control System, click Preferences, then Accounts.
Click Create a New Account in the top right.
Enter the new user's details, including their first name, last name and work email address. Check the email address carefully, as the invite is sent there.
Choose their role (see the table below). If you choose Initiator, choose who they're assigned to (an Agent, AML Supervisor or Company Admin).
Click Create Account.

The new user receives an email with an invite link. They click the link, create a password, and can then log in.

The invite link is valid for 7 days. If it expires before they use it, the Company Admin will need to send a new invite by clicking Actions → Resend.
The first time they log in, they'll be asked to set up two-step verification (MFA). We strongly recommend that they do, as it helps keep your account and your clients' data secure.

Which role should I choose?

APLYiD has four roles: Company Admin, AML Supervisor, Agent and Initiator. This table shows what each role can do.

What the user can do	Company Admin	AML Supervisor	Agent	Initiator
Their own verifications
Start (send) verifications	Yes	Yes	Yes	Yes
Get notified when a verification is completed	Yes	Yes	Yes	No
View and download results	Yes	Yes	Yes	No
Other users' verifications
Get notified when a verification is completed	Only from users assigned to them*	Every other user	Only from users assigned to them*	No
View and download results	Every other user	Every other user	Only from users assigned to them*	No
Settings
Update their own personal details	Yes	Yes	Yes	Yes
Update other users' details	Yes	No	No	No
Create and manage user accounts	Yes	No	No	No
Edit company details	Yes	No	No	No
Manage API	Yes	No	No	No

* See Assigning users to another user below.

Company Admin: for the person who manages your APLYiD account, users, company details and API.
AML Supervisor: for the person responsible for your AML compliance, who needs to see and be notified about every verification.
Agent: for most staff who send verifications to their own clients. An Agent can also oversee other Agents or Initiators assigned to them.
Initiator: for staff, such as assistants, who send verifications on behalf of someone else. An Initiator can't see results, so they must be assigned to an Agent, AML Supervisor or Company Admin, who is notified and can view the results.

Assigning users to another user

You can assign users to another user, so that user is notified about and can see their verifications. One user can be assigned to one or more other users.

Users can be assigned to a…	Which users can be assigned
Company Admin	Other Company Admins, AML Supervisors, Agents and Initiators
AML Supervisor	Other AML Supervisors, Agents and Initiators
Agent	Other Agents and Initiators

To assign users:

Go to Preferences > Accounts and find the user you want to assign others to.
Click Actions > Edit.
Open the Subordinate Accounts tab and choose the users you want to assign.

The new user didn't get the invite email

Ask them to check their spam or junk folder.
Check the email address on their account is spelt correctly.
Ask your IT team whether emails from "@aplyid.com" are being blocked or quarantined.
Delete the user and add them again. If the invite still doesn't arrive, add them with a different email address, have them set their password, then edit their account back to their usual email address.
If none of this works, email support@aplyid.com with the user's name and email address.

The new user can't log in

Make sure they're using the right login page: app.aplyid.com/home (Australia and New Zealand) or app.aplyid.co.uk (UK).
If they've forgotten their password or never set one, they can use the password reset link on the login page. See Can't log in? Password reset, locked accounts and invite links.
If they see "username or password incorrect" or an authentication error, ask them to reset their password. If that doesn't work, email support@aplyid.com with their name and email address.

How to remove a user who has left

Go to Preferences > Accounts.
Search for the user.
Click Actions next to their name.
Choose Suspend or Delete.

We recommend suspending.

Suspend removes their access, but keeps their pending and completed verifications in the system.
Delete makes their pending verifications invalid, and removes their completed and archived verification records. This can't be undone.

Frequently Asked Questions

Can APLYiD Support add a user for me?

No. A Company Admin on your account needs to add them by following the steps above.

I'm not a Company Admin. How do I add someone?

Ask a Company Admin at your business to add them, or to change your role to Company Admin.

What if our only Company Admin has left the business?

your company name
the name of the Company Admin who has left
the name and email address of the person who should become the new Company Admin

Please send your request from your company email address (not a personal email such as Gmail), so we can confirm it's genuine. Once we've confirmed the details, we'll help you set up your new Company Admin.

Can I change a user's email address?

Yes, through Actions → Edit on the Accounts page.