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 top of each of these roles. An overview of the different roles and responsibilities can be found in Settings > Access Management > Roles & Responsibilities.
CoorpID is divided in Business units. These business units represent either WB sectors or country WB units. Business units are divided in teams. The Admin role is based per business unit. It can be the case that you are Admin of multiple business units. In this case you have to select the business unit you want to work in, once logged in to CoorpID.
As Admin in CoorpID you have 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 you will find 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). Teams are centered around Parent Relationship Managers. Together with the Parent Relationship Manager, Clients, Local Relationship Managers, associate Relationship Managers, and KYC specialists form a team. The partner users can only access the documents of a corporate client who is also part of this team. 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 the e-mail address of the Team Manager. As mentioned the team manager is assigned to Parent Relationship manager (or delegate). They are responsible for adding other (Front Office) partners users and their clients to the team.
Another functionality is that new Team Managers 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 and fill in the Team Manager user role.
Thirdly, 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 can be 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
The last additional functionality is to disable users. This is to be done when users should not have access to the CoorpID platform anymore. This can be the case when users change their role in the organisation, of when they leave the organisation.
A user can be disabled in CoorpID via the ‘Access Management’ menu. If the tab ‘Users’ is selected, a list of all users of the business unit presents itself. A user can be selected by clicking on the name of the users. Information of the user is presented, as well as the option to disable access of the users.