Managing Your Compliance Officer in easyAML
Learn how to manage your Compliance Officer section in easyAML - including viewing current officers, assigning staff.
Learn how to manage your Compliance Officer section in easyAML - including viewing current officers, assigning staff, inviting new users, and reviewing compliance responsibilities.
On this page: Download the manual · Watch the video · Step-by-step guide
Download a copy: Managing Your Compliance Officer - ROL-02 (PDF). The complete easyAML Platform User Manual (July 2026) (PDF) is also available.
Step-by-step guide
- Welcome to easy AML. In this guide we'll walk you through how to manage your Compliance Officer section - including viewing current officers, adding staff, inviting new users, and reviewing compliance responsibilities. To get started, head to the left navigation (open directly), open **Compliance** and select **Compliance Officer.** This is where you manage your organisation's designated compliance officers and staff members.
- This page shows your current compliance officers at the top and any staff members below.
- To invite a new user to the platform, select the add staff.
- Fill in their first name, last name, email address, and assign them a platform role. You can also add their employee ID, job title, internal compliance roles, and a custom message before sending the invitation.
- Back in the Compliance Officer section, select the **History** tab to see a full record of everyone who has previously held this role in your organisation, along with their start dates and tenure.
- Finally, select the **Responsibilities** tab to see a complete outline of what your AML Compliance Officer is responsible for under Australian law - covering day-to-day oversight, AUSTRAC reporting, staff training, and maintaining your AML/CTF program. You'll also see how easyAML supports your compliance person with automated tracking, real-time reporting, training management, and risk assessment tools.\ \ That's how you manage your Compliance Officer section in easyAML. Getting the right people assigned to the right roles is a key part of staying compliant. If you have any questions reach out to our support team and we'll be happy to help.