Module 3 · Doing it in FreeAML

3.1 Tour and team setup

Name: 3.1 Tour and team setup
Uploaded: 2026-10-11
Duration: PT1M28.8S
Description: You'll tour your FreeAML dashboard and invite your team, including your compliance officer.

You'll tour your FreeAML dashboard and invite your team, including your compliance officer.

1 min 29 sec

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Transcript

Let's take a quick tour of FreeAML, and set up your team. This is your dashboard. Your setup checklist shows what's done and what's next, and your verifications sit right below. The sidebar takes you everywhere. Verifications and credits are up top. Under Compliance, you'll find your program, trainings, reporting, team and audit trail. If you work across more than one workspace, switch between them here. Credits and money stay with each workspace. On the Team page, invite a colleague by email and choose their role: Admin, Compliance or Staff. Each role can do different things. Give your compliance officer the Compliance role, so they can publish your program and export your audit trail. Then send the invite. Quick recap. Your dashboard shows your setup checklist. The sidebar gets you to every tool. And on the Team page, invite colleagues and give your compliance officer the Compliance role. Next up: your risk assessment and AML/CTF program.