The Staff section is where you manage internal staff within Firmcheck. Here, you can add, remove, or modify user access permissions.
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To add new staff members, click the purple "Add staff members" button at the top right corner. This will direct you to a form where you can input the general details of the new staff member.
In this section, you have the option to grant administrative access to users. This access level allows them to make changes within the Firmcheck account, including access to billing information.
Firm Partner: Designate a user as a firm partner if you want them to be assigned clients.
Client Manager: A user role that can be assigned to manage specific clients.
Review AML Determinations: Enable this option if you want the user to review and approve AML determinations for clients.
Please note that all settings in this area can be updated at any time to reflect changes in roles or permissions.
To delete a staff member, click the three dots to the right of their name, and select, delete staff.
