We've added a new compliance role for view-only access

Previously, we only had one compliance role that gave admin level permissions for compliance actions. We've now introduced a second compliance role with view-only access to give your team more flexibility. The roles are now as follows:

• Compliance admin (previously called Compliance)

  • Create customer applications

  • Accept and reject customer applications

  • Create and submit applications for Reliance onboarding (API only)

  • Add and remove members of pooled accounts (API only)

• Compliance viewer (new role)

  • View customer applications

  • View Reliance applications

  • View pooled account members (API only)

The compliance viewer cannot take any actions.

How will this affect existing permissions?

If you were previously assigned the Compliance role, your permissions won't be affected and you’ll now be on the Compliance admin role. If you want to assign the Compliance viewer role, see the instructions below.

How can I assign the compliance viewer role?

• Go to Settings

• Go to Team members

• Select Change roles

• Assign the Compliance viewer role

Questions?

We're here to help. Just reach out at support@griffin.com or get in touch with your Customer Success manager.

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