AdminCenter Introduction

Guide to AdminCenter: Getting Started

In this guide, we walk you through the AdminCenter and its features, so you can easily navigate and manage your company on the platform.

Accessing the AdminCenter

If you have an admin user account, you’ll find a gear icon in the bottom left corner. By clicking it, you’ll access the AdminCenter, where you can manage your company and its users.

Account Management

The first page you land on is Account Management. Here you’ll find general information about your company, including:

• Company name and CVR number

• Contact information for relevant people

• Option to upload your company’s logo

The uploaded logo will be displayed, among other places, in Store My ID, the platform where your clients log in.

User Management

Under the “Users” tab, you can create and manage users who will be working on the platform. When creating a new user, you must decide whether they should be:

• Admin User: Has access to edit account settings.

• Regular User: Works in Comply and can create and manage clients.

To add a new user, simply enter their name and email address. The new user will receive an invitation to the platform.

User Permissions and Settings

You can configure various permissions for users, including:

• Access to view all clients or only their own clients

• Enabling multi-factor authentication for added security

If you wish to delete a user, click the trash can icon. If the user is responsible for any clients, you’ll be asked to assign a new responsible user.

Editing User Information

You can update a user’s information—such as name or email—at any time by clicking the edit icon. If you have many users, you can also adjust how many are displayed per page for easier management.

Next Steps: Comply and KYC Components

Once you're comfortable using the AdminCenter, you can move on to the Comply articles, where we guide you through the various KYC components in separate tutorials.