Activate KYC

Before you activate KYC, we recommend you to:

• Go through the tasks under Settings - Tasks in Practice management, to make sure that all tasks that you use are set as Active. All active tasks , except Tidregistrering and Frånvaro will be merged into KYC. They will form the basis of the General risk assessment, that is free of charge for your accounting office.

• Tasks can be excluded when you click to expand the details of the tasks under Settings - Tasks and unmark the box Include the tasks in KYC. However we strongly advise our customers not to exclude any tasks.

• Go through your customers. On the tab Tasks, check that the correct Tasks are assigned to each customer. This is important, since it will form the basis for the customers' KYC reports.

1. Select KYC in the menu.

2. Select Activate.

3. Accept the Terms and conditions.

4. Go to Settings - Employees - User rights.

5. Go through the list of employees and adjust the user permissions for those who require different levels.

6. Get started by reading Work with KYC before you start working with the general risk assessment for your accounting office.

Related topics

	Work with KYC
	Introduction KYC (movie in Swedish)
	Work with general risk assessment in KYC
	Work with customer knowledge in KYC
	Analyse a match in different registers - Customer knowledge
	Work with events in KYC
	Remove a customer from the KYC lista
	Deactivate KYC surveillance for a customer
	Reactivate KYC surveillance for a customer
	Questions about KYC