--- title: How does staff training get assigned in the platform? description: How does staff training get assigned in the platform? --- [Skip to content](https://knowledge.easyaml.com/how-training-is-assigned#main-content) English - Australia Show submenu for translations Open main navigation Close main navigation - English - Australia Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [easyAML Help Centre](https://knowledge.easyaml.com/?hsLang=en-au) 2. [FAQs](https://knowledge.easyaml.com/faqs?hsLang=en-au) 3. [General](https://knowledge.easyaml.com/faqs?hsLang=en-au#general) # How does staff training get assigned in the platform? ## Allocated automatically by user role and entity sector when the user is added. ### Overview Training is auto-allocated by role - the CO doesn't manually assign modules. Once a user is added and a role assigned, the platform reads the user's role and the entity's sector(s) and allocates the correct set of mandatory modules, which appear in the user's dashboard. ### What happens when a user is invited - The invitation email is sent with an activation link - The user activates their account and completes MFA setup - Mandatory training modules appear in their dashboard, clearly flagged - The user begins training at their own pace - The CO monitors progress from the oversight dashboard ### How the allocation logic works Allocation uses the user's role (Frontline, CDD User, CO, etc.) and the firm's sector configuration (real estate, conveyancing, accounting, etc.) to determine the right module set. Optional/recommended modules can be self-selected by users from the training catalogue - they appear in the dashboard but aren't required for transactional access. ### When a role changes - **Upgrade** (e.g. Frontline → CDD User) - additional modules are auto-allocated; existing completions are kept. - **Sideways move** (e.g. switching sector) - the sector module is replaced; modules common to both roles stay credited. - **Reduction** (e.g. CDD User → Frontline) - the higher-level completions remain in the record but no longer need refreshing at the senior cadence. ### Troubleshooting If a user joins but sees no training modules, the most common cause is that no role was assigned during invitation - check the user's record in Account Settings → Users and confirm a role is set. Training auto-allocates as soon as the role is in place. Go straight there: log in at [app.easyaml.com](https://app.easyaml.com/compliance/training-dashboard) and open the **Training Dashboard**. ### Related articles - [easyAML (Platform) Set-up Checklist](https://knowledge.easyaml.com/set-up-checklist?hsLang=en-au) - [How do I Complete my AML/CTF Training?](https://knowledge.easyaml.com/how-do-i-complete-my-aml/ctf-training?hsLang=en-au) - [If as a customer we need more users for training but don't want to upgrade tier, what are our options?](https://knowledge.easyaml.com/training-only-users?hsLang=en-au) - [Which training modules are mandatory for which roles?](https://knowledge.easyaml.com/mandatory-training-by-role?hsLang=en-au) - [What are the User Access Levels and Roles?](https://knowledge.easyaml.com/user-roles-and-access-levels?hsLang=en-au) - [easyAML Set-up Checklist](https://knowledge.easyaml.com/easyaml-set-up-checklist?hsLang=en-au) - [Training Videos](https://knowledge.easyaml.com/training-videos?hsLang=en-au#main-content) - [Register for Upcoming Webinars](https://knowledge.easyaml.com/training-videos?hsLang=en-au#register-for-upcoming-webinars) - [Previously Recorded Webinars](https://knowledge.easyaml.com/training-videos?hsLang=en-au#previously-recorded-webinars) - [FAQs](https://knowledge.easyaml.com/faqs?hsLang=en-au#main-content) - [General](https://knowledge.easyaml.com/faqs?hsLang=en-au#general) - [AML/CTF basics](https://knowledge.easyaml.com/faqs?hsLang=en-au#aml-ctf-basics) - [Getting started](https://knowledge.easyaml.com/faqs?hsLang=en-au#getting-started) - [Compliance Program](https://knowledge.easyaml.com/faqs?hsLang=en-au#compliance-program) - [Customer Due Diligence (CDD)](https://knowledge.easyaml.com/faqs?hsLang=en-au#customer-due-diligence-cdd) - [Training](https://knowledge.easyaml.com/faqs?hsLang=en-au#training) - [Reporting](https://knowledge.easyaml.com/faqs?hsLang=en-au#reporting) - [Sector Coverage](https://knowledge.easyaml.com/faqs?hsLang=en-au#sector-coverage) - [Pricing & Plans](https://knowledge.easyaml.com/faqs?hsLang=en-au#pricing-plans) - [Sales & Onboarding](https://knowledge.easyaml.com/faqs?hsLang=en-au#sales-onboarding) - [Trusts & Complex Structures](https://knowledge.easyaml.com/faqs?hsLang=en-au#trusts-complex-structures) - [Reliance & KYC Sharing](https://knowledge.easyaml.com/faqs?hsLang=en-au#reliance-kyc-sharing) - [ACMA SMS Sender ID Register](https://knowledge.easyaml.com/faqs?hsLang=en-au#acma-sms-sender-id-register) - [Quick Answers](https://knowledge.easyaml.com/faqs?hsLang=en-au#quick-answers) - [How-to Guides](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#main-content) - [Tasks](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#tasks) - [Transactions](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#transactions) - [Entities](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#entities) - [Insights](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#insights) - [Training](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#training) - [Compliance](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#compliance) - [Reports](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#reports) - [Account Settings](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#account-settings) - [Billing & Plans](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#billing-plans) - [KYC Information](https://knowledge.easyaml.com/kyc-information?hsLang=en-au#main-content) - [Client Resources](https://knowledge.easyaml.com/kyc-information?hsLang=en-au#client-resources) - [Person being verified](https://knowledge.easyaml.com/kyc-information?hsLang=en-au#person-being-verified) - [Glossary](https://knowledge.easyaml.com/glossary?hsLang=en-au) - [Integrations](https://knowledge.easyaml.com/integrations?hsLang=en-au#main-content) - [General](https://knowledge.easyaml.com/integrations?hsLang=en-au#general) - [Action Step](https://knowledge.easyaml.com/integrations?hsLang=en-au#action-step) - [Clio](https://knowledge.easyaml.com/integrations?hsLang=en-au#clio) - [XPM](https://knowledge.easyaml.com/integrations?hsLang=en-au#xpm) - [Scantek](https://knowledge.easyaml.com/integrations?hsLang=en-au#scantek) - [News Feed](https://knowledge.easyaml.com/news-feed?hsLang=en-au#main-content) - [Latest Release Notes](https://knowledge.easyaml.com/news-feed?hsLang=en-au#latest-release-notes) - [Support](https://knowledge.easyaml.com/support?hsLang=en-au) [![easyAML-Logo\_Magenta](https://knowledge.easyaml.com/hs-fs/hubfs/easyAML-Logo_Magenta.png?width=200&height=47&name=easyAML-Logo_Magenta.png "easyAML-Logo_Magenta")](https://easyaml.com/) Copyright © 2026, easyAML