On submitting this form, the RegTechPRO admin team will create a new account for the below user.
What happens next:
Things to complete before this user can get started:
- Submit this form.
- Link the user to a workflow — in Firm Compliance, assign them to the relevant Firm, AR, or User Group so they have something to work on.
- User sets their password — they'll receive a link within 24 hours to create their account password
- They're in - once logged in, they can view and carry out compliance activities for their assigned workflow.
⚠️ Until step 2 is done, the user will land on an empty platform with nothing to see.