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How to connect your First AML account, and create cases via the LockedOn AML workflow

First AML integration

Learn how to set up the Supermover integration and send vendor referrals directly from LockedOn.

Setting up and using the Supermover integration

Iain French

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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