Add Users and complete Personnel Due Diligence (PDD)

How to add, edit, manage and delete users and run Personnel Due Diligence - including inviting users and assigning roles, starting and configuring screening, and using filters and status controls to track active users and incomplete due diligence.

On this page: Download the manual · Watch the video · Step-by-step guide

Download a copy: Adding Users and Starting Their PDD - PDD-02 (PDF). The complete easyAML Platform User Manual (July 2026) (PDF) is also available.

Step-by-step guide

Jump to: User Invitation · Personnel Due Diligence Workflow · User Profile Management

User Invitation

Go to Account Settings, then Click Users in the sidebar.
To Add new user, click '+ Invite User' button.
Enter the user's First Name, Last Name' and Email Address, select a Role (this is their AML role) and Job Title (within your organisation) and optionally you can also add an Employee ID, assign them to a Group and add a Custom Message. Then click Send Invitation.
This will then send automatically to invite the user. If you have assigned the user to a Group with a Role that doesn't allow them full access to Group settings - you will get warning - you can either Cancel Invite and adjust Role or alternatively Invite anyway accepting the limitations.
If a new user says they have received an email, that have deleted the invite email or it has expired (email invites for new users expire after 1 week for security purposes). Click the 'envelope' icon next to a pending user to resend their invitation.

Personnel Due Diligence Workflow

Once the users has received their invite and has logged into the platform, you can conduct Personnel Due Diligence on them. To start, click on the Start DD in the users row.
In the pop-up specify the Labelled Purpose (generally this is for New Personnel), select any optional Screening requirements such as requesting their Professional Licence or adding a Custom Message, and click Start Due Diligence.
To see which user still haven't completed their PDD - select the DD Incomplete tab to filter the user list. The number next to DD Incomplete shows total users that haven't completed.

User Profile Management

Select the Active tab to view active users.
To update details for an active user, click the pencil 'edit' in their row, updated their profile information, contact info and roles, and click Save Changes.
To add or remove a user access to the system, use the Toggle status switch. When the 'toggle' is pink the user can access the system, when it is slid to grey the user cannot log into or access the system.

Additional notes

Open this area of the platform directly: Users settings