GlobalPass User Management allows you to effectively manage your team members and their accesses in GlobalPass – you can invite new team members/coworkers, change their roles in the system, and remove accesses.

Inviting users and editing their roles is restricted to users with Admin roles only.

GlobalPass currently offers 4 user roles – Admin, Screenings Manager, Settings Manager and User.

User

User is the basic role without additional permissions. Users can view all data and screening reports in your account, create manual screenings, and send KYC by invitation emails.

Screenings Manager

Screenings Manager has all the permissions of the User role, with additional permission to change screening status. Users with this role will be able to change the status of completed KYC, Manual, and AML Screenings.

Important note: one user can have both Screenings Manager and Settings Manager roles at the same time.

Settings Manager

Settings Manager has all the permissions of the User role, with additional permission to edit verification settings. Users with this role will be able to edit the settings of your Widget and Screening Report flow, for example: change accepted document types, risk levels, approved countries, and more. Other users will only be able to view your settings but will not be allowed to make changes.

Important note: one user can have both Screenings Manager and Settings Manager roles at the same time.

For more information about verification settings, please refer to our Verification Settings Guide.

Admin

Admin has all the permissions of User, Screenings Manager, and Settings Manager roles, with additional permission to manage users and their roles.

Other users will only be able to view your user list but will not be allowed to invite coworkers or manage roles.