ComplyNest supports multiple users so your directors, administrative staff, and classroom leads can each access the information they need. Invite your team from the Settings menu and assign a role that matches their responsibilities.
How to Invite a Team Member
- Go to Settings → Team Members.
- Click Invite User.
- Enter the person's name and email address.
- Choose their role from the dropdown.
- Optionally restrict their access to specific center locations.
- Click Send Invite. They will receive an email with a link to create their account.
User Roles Explained
- Owner — full access to all settings, billing, and data across all centers. There is one Owner per organization.
- Admin — can manage all compliance data, invite users, and configure settings, but cannot change billing.
- Staff — can view assigned centers, complete tasks, upload documents, and log entries. Cannot change settings or invite users.
- Viewer — read-only access. Useful for board members, auditors, or external consultants who need to review data without making changes.
Use the Viewer role for anyone outside your organization who needs access for auditing or review purposes. It prevents accidental edits while keeping your data transparent.