How do I create a custom Access Role?

Team Members on your Kinatico Compliance portal are assigned an Access Role that dictates the permissions and actions they can carry-out on your account. There are 3-preconfigured Access Roles on each organisation account, but if you require a different set of permissions for an individual you can create a custom Access Role.

What You'll Need:

• Administrator access to the Kinatico Compliance portal

Time Required: 2 minutes

Step-by-Step Instructions

Step 1: Start Creating a New Access Role

• Select Admin Management from the main navigation
• Click on Access & Permissions
• Select +Add Access to begin creating your custom role

Step 2: Configure Access Role Settings

• Input the name for the new Access Role (e.g. Head of Department)
• Input a description for the Access Role
• Toggle on and off the specific permissions this Access Role should have
• Select Save to create your custom Access Role

Recommended Next Steps:

• Assign the new role to appropriate team members through Admin Management
• Edit the custom Access Role from the Access and Permission tab

Common Questions

Q: How many custom Access Roles can I create? A: There's no strict limit on custom Access Roles. However, we recommend keeping roles manageable by creating only what you need. Too many roles can complicate admin management and create confusion about permissions.

Q: Can I edit a custom Access Role after creating it? A: Yes, you can modify custom Access Roles at any time through the Access & Permissions tab. Changes will automatically apply to all team members currently assigned that role.

Need Additional Help?

Still have questions? Our team has over 17 years of experience in people screening and verification. Contact us by selecting Support from the main navigation, then Email to send us a message. Alternatively, email our support team at cxsupport@kinatico.com