• New User Account Request

  • 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:

    1. Submit this form.
    2. 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.
    3. User sets their password — they'll receive a link within 24 hours to create their account password
    4. 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.

    • New User Details 
    • *Subject to your subscription level.  Select the modules the user can access.  

    • Requestor Details 
  • Should be Empty: