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Training Library

Getting Started

Setting Up Your Business Portal for Account Owners
Employee Onboarding
How to Invite Employees to the Business Portal
Quick Start Navigating the Business Portal for Compliance
How to Assign Training
Navigating through the My Databoss App
How to Switch Business Accounts on the Dashboard
Accessing the Training Portal and Password Reset

Clients & Invites

Client Onboarding
Invite a New Client using Email Address to My Databoss
Sending an Invite to a Client with a Designated Services Form and KYC Verification

Forms & Data Requests

Create a New Form Without Regulated Retention
Create a Form with Regulated Retention
Creating and Publishing a Data Request Form
Complete a Data Deletion Request
Data Retention Policy Implementation

AML & Screening

Enabling Daily AML Summary Email
How to Download Identity Verification Extract Report
How To Download Client AML Screening History Report
Request Live AML Screening
Enabling Enhanced Due Diligence
Disabling Enhanced Due Diligence
How to Lodge an SAR/SMR
How to Override a Client KYC Status

Account & Admin

Update Client Logo in My DataBoss Portal
How to Remove an Employee on the Business Portal

More

Training Library

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