Team & roles
Invite your colleagues, give each the right role, and rely on four-eyes approval so the person who prepares work is never the one who signs it off.
Inviting colleagues
Go to Settings → Members and click Invite Member. Enter their email and choose a role. You can also invite people during the initial Setup wizard.
- Open Settings → MembersThe team-management screen lists everyone in your firm and any pending invites.
- Click "Invite Member"Enter the colleague’s email and pick their role.
- SendThey get an invite to join your firm with the role you chose. You can resend or revoke pending invites.
If your firm’s email delivery is not configured, CorpSec AI shows a copyable signup link instead of sending an email — so you can still get your colleague in, you just share the link yourself.
The roles
When you invite someone you assign one of four roles. In short: Admins run the firm, Reviewers approve, Preparers do the drafting, and Viewers can only look.
| Role | What they can do |
|---|---|
| Admin | Full control — settings, members, rules, templates, billing, exports, plus all preparer/reviewer work. |
| Reviewer / Named Secretary | Prepare work and approve/sign off others’ work. |
| Preparer | Create tasks and draft documents, but cannot self-approve. |
| Viewer (read-only) | See everything, change nothing. |
There is also an RQI (Registered Qualified Individual) level of seniority in the approval engine — the highest authority for signing off compliance and workflow steps. It is part of how approvals are ranked; the roles you assign to members from the Members screen are the four above.
Four-eyes approvalLive
For sensitive steps — approvals, sanctions dispositions, EDD sign-off — CorpSec AI enforces separation of duties. The person who prepared the work cannot be the person who approves it, and a junior cannot clear a step that requires more senior authority. This is checked on the server, so it cannot be worked around in the interface.
If a step is "waiting on" someone else, that is four-eyes at work — it needs a different, suitably senior colleague to act. See Tasks and workflows.
Requesting advanced features
Some capabilities — customizing workflows, editing the fee schedule, custom compliance rules, uploading document templates — are admin-only or on a higher plan. If you are not able to use one, CorpSec AI shows an upgrade panel with a Notify my administrator button. Clicking it records your request so it can be followed up, and confirms "Request sent".
The request is logged as a durable record and flagged for follow-up. If you need it actioned quickly, it is still worth messaging your firm admin directly.
Frequently asked questions
Who can invite people or change settings?
Admins. Reviewers, Preparers and Viewers see the relevant screens but the admin-only controls (members, rules, templates, billing) are gated, with an option to request access.
Can the person who drafted a document also approve it?
No. Four-eyes approval is enforced on the server: the approver must be someone other than the preparer, and must have sufficient seniority for that step.
What does "Notify my administrator" actually do?
It records your request for the feature so it can be actioned and shows a confirmation. For anything urgent, follow up with your admin directly as well.
What is a Named Secretary?
It is the Reviewer-level role — a colleague trusted to approve and sign off work, in line with the named company secretary’s responsibilities.
This is a product guide for CorpSec AI. Where a feature runs on demo data or is not yet released, it is labelled as such. Compliance references are general information for Singapore corporate service providers, not legal advice.