# 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.

_Updated 2026-07-11_

Source: /help/team-and-roles

**In short:** Invite colleagues from Settings → Members and give each a role: Admin, Reviewer / Named Secretary, Preparer or Viewer. Roles decide who can do what, and four-eyes approval is enforced by the server — an approver can never be the person who prepared the work. Advanced, admin-only features show an upgrade prompt with a "Notify my administrator" button that records your request.

## 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.

_[screenshot: The Members panel: current members with their roles, the Invite Member button, and a pending-invitations list.]_

1. **Open Settings → Members** — The team-management screen lists everyone in your firm and any pending invites.
2. **Click "Invite Member"** — Enter the colleague’s email and pick their role.
3. **Send** — They get an invite to join your firm with the role you chose. You can resend or revoke pending invites.

> **Heads up:** 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. |

> **Note:** 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 approval (live)

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.

> **Tip:** 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".

_[screenshot: The upgrade prompt with the "Notify my administrator" button and a "Request sent" confirmation.]_

> **Note:** 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.

## Related

- [Settings](/help/settings)
- [Tasks and workflows](/help/tasks-and-workflows)
- [Customize workflows](/help/customize-workflows)