--- title: Invite User description: "To add a new User, click on the +Invite User button on the User Management page. The following pop-up will appear: Enter your First and Last name, along with a valid email address. Set any tags. Tags" --- [Skip to content](https://support.icomplyis.com/en/invite-user#main-content) [![iComply Logo Wordmark White](https://support.icomplyis.com/hubfs/liComply%20ogos-smple.svg)](https://www.icomplyis.com/) - [Home](https://support.icomplyis.com/en/icomply-mission-control) - Coverage - Procedures - Technical - Legal - About Us Open main navigation Close main navigation - [Home](https://support.icomplyis.com/en/icomply-mission-control) - Coverage - Procedures - Technical - Legal - About Us - [Contact Sales](https://icomplyis.com/pricing/book-demo/) [Contact Sales](https://icomplyis.com/pricing/book-demo/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [iComply Knowledge Base](https://support.icomplyis.com/en?hsLang=en) 2. [Platform Guides & Feature Documentation](https://support.icomplyis.com/en/platform-guides-feature-documentation?hsLang=en) 3. [Administration](https://support.icomplyis.com/en/platform-guides-feature-documentation?hsLang=en#administration) November 10, 2026 # Invite User To add a new user, click the **+Invite User** button on the User Management page. The following pop-up will appear: ![](https://docs.icomplyis.com/~gitbook/image?url=https:%2F%2F1781221220-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXyA3ytmYfmCptqYPOQ1M%252Fuploads%252FMmljmrWcCAzEXSlyaLfn%252FInvite%2520user%2520%281%29.gif%3Falt=media%26token=10c7d568-981d-414f-8fd3-5df4d51626cf&width=768&dpr=4&quality=100&sign=0071d23f3b98facd8c01035f5afa7dbbfa69e5a5e7ae5e185e1131a84982cade) Enter your First and Last name, along with a valid email address. Optionally, set tags to group users on the platform. Any number of custom tags can be created and assigned to any user. Tags are informational only and do not cause any special functionality to occur. Under **Security Options**, enable **Two-Factor Authentication** and/or **Require Identity Verification** as needed. There are two user types: **Platform User** and **Admin User**. Each type carries a different set of permissions and access levels, as described in the sections below.   ## Platform user Specify the user type and permissions allowed for the new User. Platform users are designed to have only the permissions required to perform necessary work throughout the platform. You can either select the checkbox for All Permissions to be granted or individually grant them. ![](https://docs.icomplyis.com/~gitbook/image?url=https:%2F%2F1781221220-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXyA3ytmYfmCptqYPOQ1M%252Fuploads%252FacLYqZ9wOv4JwBd9epek%252FPlatform%2520user.png%3Falt=media%26token=4939d202-076e-4dbd-bf7f-c3999a702d9d&width=768&dpr=4&quality=100&sign=ea52ed9632b958a009cbc4cba674dcc43c42d5072d2d30781482ec4f965d4e6d) Set permissions on Personal Information: ![](https://docs.icomplyis.com/~gitbook/image?url=https:%2F%2F1781221220-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXyA3ytmYfmCptqYPOQ1M%252Fuploads%252FIspq3wJEyIwRw8PxjZhU%252FPersonal%2520information.png%3Falt=media%26token=4a9f97a3-0ec1-4013-b930-0ff04859359c&width=768&dpr=4&quality=100&sign=7a6414dd34d7a6db6e7bda8447e8222541026896fd2cdd148fac9d51d918588a) Users can have multiple permissions: ![](https://docs.icomplyis.com/~gitbook/image?url=https:%2F%2F1781221220-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXyA3ytmYfmCptqYPOQ1M%252Fuploads%252FNqebqF0Y4NJnPUzuIAFO%252Fmultiple%2520permissions.png%3Falt=media%26token=e8ac4f7f-bdb2-4dc7-b8f9-307a469edf58&width=768&dpr=4&quality=100&sign=e195312c9ba3610a435539610a55a7344b28b4ad8dcfe159cb8560e3bb63d59a) Personal Information, Corporate Information, Affiliated Entities, Addresses, Identity Documents, Biometric Authentication, and Documents all contain the same sorts of permission fields: ![](https://docs.icomplyis.com/~gitbook/image?url=https:%2F%2F1781221220-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXyA3ytmYfmCptqYPOQ1M%252Fuploads%252FgeybLrZVIFodsGnUQFA5%252Fpermission%2520fields.png%3Falt=media%26token=342510b6-b6e5-420b-a95c-f6d0a0be24f5&width=768&dpr=4&quality=100&sign=0dd4375509224c06703da91c6ba6fc43b6e4b3004a902b03d81a5c493f45bb3c) Risk Screening permissions control which AML (Anti-Money Laundering) components a user can access in the platform: ![](https://docs.icomplyis.com/~gitbook/image?url=https:%2F%2F1781221220-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXyA3ytmYfmCptqYPOQ1M%252Fuploads%252FrUk8B9yRjxHDBwCHEXgq%252FRisk%2520screening%2520permissions.png%3Falt=media%26token=eadcbb5a-56e1-4a1f-a59e-1bc9a6b4e07a&width=768&dpr=4&quality=100&sign=5f7befadb68e19a27a50fa9b895a608e8e2642b0c7edf94fdebdab1871de1c46) Report permissions grant access to various platform reports, such as KYC and AML reports: ![](https://docs.icomplyis.com/~gitbook/image?url=https:%2F%2F1781221220-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXyA3ytmYfmCptqYPOQ1M%252Fuploads%252F8RpAbqp6rihw46foSgYe%252FReport%2520permissions.png%3Falt=media%26token=b7898687-f918-4c50-ae76-76c125e5c71b&width=768&dpr=4&quality=100&sign=941c5c4e5a7e25aced41372e87b551d1847c1830898f68c3db03a1ddf1e8dc99)   ## Admin user Admin users have access to all Platform User permissions, plus additional administrative areas of the platform, which may include sections such as **User Management**, **KYC Portals**, and **Compliance Settings**. Refer to the current platform for the full list of admin-accessible areas. ![](https://docs.icomplyis.com/~gitbook/image?url=https:%2F%2F1781221220-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXyA3ytmYfmCptqYPOQ1M%252Fuploads%252FK1kst6s6yiWAaFSxo6xW%252FScreen%2520Shot%25202023-08-30%2520at%25207.05.08%2520PM.png%3Falt=media%26token=bde86197-b0f8-48f8-8b34-42a668d01e4a&width=768&dpr=4&quality=100&sign=7de1185546e363c22785cd7d005c2c143e0095df32a7d1d088c7f9e8b8ffda90) Once user setup is complete, click **Submit** to save the user. The new user will receive an email prompting them to set up a password: ![](https://docs.icomplyis.com/~gitbook/image?url=https:%2F%2F1781221220-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXyA3ytmYfmCptqYPOQ1M%252Fuploads%252Fr0rleJkQgeBYKcAlOOMn%252Fset%2520password.png%3Falt=media%26token=444ccc40-3e87-4ba0-8e0c-8b932ff161b8&width=768&dpr=4&quality=100&sign=1d6465ea84e47a7847b9038084646f8edbf568ccffbfad593e9dca94ae798298) ![](https://docs.icomplyis.com/~gitbook/image?url=https:%2F%2F1781221220-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXyA3ytmYfmCptqYPOQ1M%252Fuploads%252FaMClJ4Kkhu4khstw3tG1%252Fcreate%2520new%2520password.png%3Falt=media%26token=e05820aa-de82-499e-ad13-a32726ea5a59&width=768&dpr=4&quality=100&sign=bafc06478c9f07f2d0d1124d2e5ffcf1f96d68ea8fad6dec75ca84b32ae5b37c)   **Two-Factor Authentication:** If Two Factor Authentication is enabled, the user will see the following screen after creating a password: ![](https://docs.icomplyis.com/~gitbook/image?url=https:%2F%2F1781221220-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXyA3ytmYfmCptqYPOQ1M%252Fuploads%252F8cDzPyGBrsNvd4ALllfn%252Ftwo%2520factor%2520authentication.png%3Falt=media%26token=479c040e-abbf-4eea-afe7-ca8b170129d7&width=768&dpr=4&quality=100&sign=8b40542b6d66bfb92ba20406de3a06be7212d0b26582f430066a4949298562ba) Upon successful setup, the user will see the confirmation message: *"You successfully configured your authenticator app!"* A recovery code will also be displayed. **The user must save this code in a secure location before continuing**, as it cannot be retrieved later.   **Require Identity Verification:** If Require Identity Verification is enabled, the user will be required to verify themself through the Internal Service Portal after setting up their password. The user's access will remain restricted until a team member **accepts** their Natural Person profile within the platform. After completing the verification process via the portal, the user must wait for system verification before logging in. If verification is not completed within a reasonable timeframe, contact your system administrator or iComply support for assistance. 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