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How do I assign users to a transaction?
How do I assign users to a transaction?
Jessica avatar
Written by Jessica
Updated over a week ago

Assigning users to an unverified transaction on the AMLHUB desktop can be done through the ‘New’ or 'Ready' sections of the CDD register.

  1. Locate the transaction you would like to assign a user to by typing in its name in the ‘Search’ field.

  2. Click on the transaction; you will be redirected to the structure of the transaction.

  3. Select the '...' on the top-most module and click 'Edit'.

  4. A pop-up will appear to the right of the screen.

  5. Under the ‘Details’ tab of this page, there will be a ‘Users’ section. Click on this section and a drop-down menu will appear; select the user(s) you would like to assign to the transaction by clicking on their name(s).

  6. Click 'Update'.

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