Corporates share information on CoorpID for CDD purposes. This information can be sensitive. Therefore it is essential that the documents shared are only visible to the people who should have access. To facilitate this, different roles with different permissions are available in the tool as well as the possibility to have teams. The main roles are Team Manager, Member and Contributor. The admin role can be an add-on to each of these roles.
As admin in CoorpID you have quite additional responsibilities and functionalities at your disposal. With these functionalities an admin can create an infrastructure in CoorpID, that facilitates that corporate information is only accessible on a need to know base. Some of these responsibilities and functionalities are shared with the Team manager Role,
In principle, the admin role is not time intensive, but it is essential.
Below all the additional functionalities which can be used by the admin role. The first functionality is that you can create teams (and delete). A team combines (a) specific partner user(s) with (a) specific corporation(s). This limits which partner users can access the information of which corporate. A team is created in the ‘Access management’ menu, by using the ‘Create new team’ functionality. Here you can enter the name of the team and enter e-mail addresses of partner users.
Next, you have the option to assign corporates to a team. Under ‘Access management’ you have a tab called ‘Corporations’. Next to the corporation’s name, you can assign this corporation to a specific team from the dropdown menu.
Another functionality is that new partner users/team members can be invited. This can be done at the ‘Users’ tab, which also can be found under ‘Access management’. At the ‘Users’ tab there is the ‘+ Invite new user’ functionality. When using this, you will be asked to fill in details, define a specific user role, and assign the new user to a team. A user can also be added to a team by going to a specific team. To do this, you navigate to the ‘Teams’ tab and select one of the teams. Here you can find the ‘Edit team’ functionality. Team members can be added to and deleted from the team. It is possible that partner users are allocated to multiple teams.
Lastly, you are able to change the role of a specific user. As an admin you can assign three different roles: ‘Team manager’, ‘Member’, and ‘Contributor’. All roles have different permission rights, of which an overview can be found at the CoorpID platform within ‘Access management’. The admin role is always combined with one of the three above mentioned roles. To change the role of a user, navigate to the ‘Users’ tab under ‘Access management’. When you select a user, you can use the ‘Edit permissions’ functionality. You can also allocate the admin role to a user.