Skip to main content

Inviting Users and Managing Login Access

Add teammates as Admins or Employees, invite everyone at once, and edit, reset, or remove someone's access later.

Written by Upendra Varma

Setup → Settings → Users is where you control who can log into ComplyJet, and with what level of access. This is a separate concept from People — People is your HR roster; Users is specifically about login accounts.

The All / Admins / Employees tabs filter the list by role, so you can quickly check who has admin-level access versus standard employee access.

Inviting someone

Invite User opens a form for a single person — name, email, and role(s):

  • Admin — full access to compliance configuration, integrations, settings, and every workflow page.

  • Employee — the self-service view: their own tasks, device enrollment, policy acceptance, and awareness training.

A user can hold both roles at once (most people who set up ComplyJet start out as Admin + Employee, same as the demo account shown above). For onboarding everyone in bulk instead of one at a time, Invite All Employees sends invitations to your whole roster in one action.

Managing an existing user

The row actions menu on each user gives you:

  • Edit — change their name or roles.

  • Reset Password — trigger a password reset for them.

  • Delete — remove their login access entirely.

Removing someone's access here only affects their ComplyJet login — it doesn't touch anything in a connected system like Okta or Google Workspace. If they're leaving the company, you still need to offboard them at the source system separately (see Access Systems and Reviews).

Did this answer your question?