How does multi-entity user switching work?
Users with access to multiple entities switch via a dropdown at the top of the platform; each entity has its own Risk Assessment, Program, customer records and training context.
Users with access to multiple entities switch between them via a dropdown at the top of the platform. Each entity has its own portal context - own Risk Assessment, own AML Program, own customer records, own training records - and the dropdown is how a CO or shared user moves from administering one to the other.
Setup requires backend configuration by easyAML before the dropdown appears for a user. This typically takes 24–48 hours from request to enablement. What's involved:
- CO submits a request specifying the user(s) needing multi-entity access and the entities they should access.
- easyAML's platform team configures the entity-link in the backend, which makes the dropdown visible to the configured users.
- The user logs in and sees the entity selector at the top of the screen; choosing a different entity reloads the platform in that entity's context.
For Reporting Group structures (one Lead Entity, multiple Member Entities) the multi-entity setup is included in the Reporting Group configuration and doesn't need to be requested separately.
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