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- <title>Bootstrap FAQ Template | PrepBootstrap</title>
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- <div class="container">
- <div class="page-header">
- <h1>App FAQ <small>AMLHub Frequently Asked Questions</small></h1>
- </div>
- <!-- Bootstrap FAQ - START -->
- <div class="container">
- <br />
- <br />
- <br />
- <div class="alert alert-warning alert-dismissible" role="alert">
- <button type="button" class="close" data-dismiss="alert"><span aria-hidden="true">×</span><span
- class="sr-only">Close</span></button>
- This section contains a wealth of information, related to <strong>AMLHub App</strong> If you cannot
- find an answer to your question,
- make sure to contact us.
- </div>
- <br />
- <div class="panel-group" id="accordion">
- <div class="faqHeader">AMLHub App Manual</div>
- <div class="panel panel-default">
- <div class="panel-heading">
- <h4 class="panel-title">
- <a class="accordion-toggle collapsed" data-toggle="collapse" data-parent="#accordion"
- href="#collapseOne">Where can I find the AMLHub App Manual? </a>
- </h4>
- </div>
- <div id="collapseOne" class="panel-collapse collapse">
- <div class="panel-body">
- You can view the AMLHub App Manual by clicking <a
- href="https://amlsolutions.co.nz/wp-content/uploads/2019/01/AMLHub-App-Guide-1.pdf">
- here </a>.
- </div>
- </div>
- </div>
- <div class="faqHeader">Email Verification</div>
- <div class="panel panel-default">
- <div class="panel-heading">
- <h4 class="panel-title">
- <a class="accordion-toggle collapsed" data-toggle="collapse" data-parent="#accordion"
- href="#collapseTwo">How do I verify my email address?</a>
- </h4>
- </div>
- <div id="collapseTwo" class="panel-collapse collapse">
- <div class="panel-body">
- Upon the creation of a user account in the AMLHub, new users are sent an email to verify
- their email address and create
- a password.<br><br>
- Click the "verify email" link found in the verification email sent to you, where from there
- you can create a password
- and establish a login for your user account. Following the creation of this login, your
- status as a user will change
- from "pending" to "active".<br><br>
- If you cannot find this verification email in your primary inbox, please check your junk
- mail. Alternatively, someone
- with access to the users page of the AMLHub website can re-send this verification email to
- your account.
- <br>
- </div>
- </div>
- </div>
- <div class="panel panel-default">
- <div class="panel-heading">
- <h4 class="panel-title">
- <a class="accordion-toggle collapsed" data-toggle="collapse" data-parent="#accordion"
- href="#collapseThree">I have been added as a user to AMLHub but haven't received a
- verification email.</a>
- </h4>
- </div>
- <div id="collapseThree" class="panel-collapse collapse">
- <div class="panel-body">
- <p>Upon the creation of a user account in the AMLHub, new users are sent an email to verify
- their email address and create
- a password. This email can sometimes be filtered to junk mail, depending on security
- settings. If you cannot find this
- verification email in your primary inbox, please check your junk mail.
- You will not be able to log into the AMLHub until you have created a password from this
- verification email. Once this
- has been done, your user status will change from <strong>“pending”</strong> to
- <strong>“active”</strong>.</p>
- </div>
- </div>
- </div>
- <div class="faqHeader">Downloading the AMLHub App</div>
- <div class="panel panel-default">
- <div class="panel-heading">
- <h4 class="panel-title">
- <a class="accordion-toggle collapsed" data-toggle="collapse" data-parent="#accordion"
- href="#collapseFive">How do I download the AMLHub app for iPhone</a>
- </h4>
- </div>
- <div id="collapseFive" class="panel-collapse collapse">
- <div class="panel-body">
- <ol>
- <li>Vist the App Store</li>
- <img src="img/appstore.jpg">
- <li>Type "amlhub" in the search bar.</li><br>
- <li> Select "get" to begin download.</li>
- <img src="img/appstore2.jpg">
- </ol>
- <br />
- </div>
- </div>
- </div>
- <div class="panel panel-default">
- <div class="panel-heading">
- <h4 class="panel-title">
- <a class="accordion-toggle collapsed" data-toggle="collapse" data-parent="#accordion"
- href="#collapseSix">How do I download the AMLHub app for android?</a>
- </h4>
- </div>
- <div id="collapseSix" class="panel-collapse collapse">
- <div class="panel-body">
- <ol>
- <li>Vist the Google Play Store.</li>
- <img src="img/playstore.png">
- <li>Type "amlhub" in the search bar.</li> <br>
- <li> Select "install" to begin download.</li>
- <img src="img/playstore2.png">
- </ol>
- </div>
- </div>
- </div>
- <div class="panel panel-default">
- <div class="panel-heading">
- <h4 class="panel-title">
- <a class="accordion-toggle collapsed" data-toggle="collapse" data-parent="#accordion"
- href="#collapseEight">Which Apple devices are compatible with the AMLHub app?</a>
- </h4>
- </div>
- <div id="collapseEight" class="panel-collapse collapse">
- <div class="panel-body">
- <p>Any iPhone or iPad with IOS11 software and higher is able to download the AMLHub app from
- the App Store.
- <br>
- <br>
- You can check your version of iOS in the Settings app under General --> About.</p>
- </div>
- </div>
- </div>
- <div class="panel panel-default">
- <div class="panel-heading">
- <h4 class="panel-title">
- <a class="accordion-toggle collapsed" data-toggle="collapse" data-parent="#accordion"
- href="#collapseNine">Which Android devices are compatible with AMLHub app?</a>
- </h4>
- </div>
- <div id="collapseNine" class="panel-collapse collapse">
- <div class="panel-body">
- <p>Any Android device with version 5.0 software and higher is able to download the AMLHub
- app from the Google Play Store.
- <br>
- <br>
- You can check your version of Android in the Settings app under System --> About Phone.
- </p>
- </div>
- </div>
- </div>
- <div class="panel panel-default">
- <div class="panel-heading">
- <h4 class="panel-title">
- <a class="accordion-toggle collapsed" data-toggle="collapse" data-parent="#accordion"
- href="#collapse9">I have searched for "amlhub" in either the AppStore or the Google Play
- Store and it doesn't appear as a result.</a>
- </h4>
- </div>
- <div id="collapse9" class="panel-collapse collapse">
- <div class="panel-body">
- <p>Your phone region must be set to New Zealand for the AMLHub app to be displayed in either
- the App Store or Google
- Play Store.
- <br>
- <br>
- If you have purchased your phone or used your mobile device overseas, your region
- settings may not be set to New
- Zealand. Please check your language & region settings in either the Google Play Store or
- App Store to ensure your
- phone is set to New Zealand.</p>
- </div>
- </div>
- </div>
- <div class="faqHeader">General</div>
- <div class="panel panel-default">
- <div class="panel-heading">
- <h4 class="panel-title">
- <a class="accordion-toggle collapsed" data-toggle="collapse" data-parent="#accordion"
- href="#collapseFour">Do I need to be in cellphone coverage to use the app?</a>
- </h4>
- </div>
- <div id="collapseFour" class="panel-collapse collapse">
- <div class="panel-body">
- <p>
- Yes, the app requires you be in cellphone coverage (with data or WiFi) when uploading or
- editing information. Otherwise,
- your information does not save.
- </p>
- <br />
- </div>
- </div>
- </div>
- <div class="panel panel-default">
- <div class="panel-heading">
- <h4 class="panel-title">
- <a class="accordion-toggle collapsed" data-toggle="collapse" data-parent="#accordion"
- href="#collapseSeven"> What is the breakdown of definitions of each beneficial owner
- type? </a>
- </h4>
- </div>
- <div id="collapseSeven" class="panel-collapse collapse">
- <div class="panel-body">
- You are identifying how the client is a ‘beneficial owner’, where some individuals may meet
- a couple of these categories:
- <ol>
- <li><strong>25% ownership:</strong> this is where someone owns more than 25% of the
- asset, meaning they are a beneficial
- owner.</li><br>
- <li><strong>Trustee:</strong> trustee of the trust. These are the named trustees in a
- Trust Deed. For example, for a
- family trust this would typically be the husband and wife, and their lawyer.</li>
- <br>
- <li><Strong>Effective Controller:</Strong> someone who is in effective control of the
- asset i.e. Managing Director, who
- may also be a 25%+ shareholder. </li><br>
- <li><Strong>Acting on behalf:</Strong>: someone who is in effective control of the asset
- i.e. Managing Director, who may
- also be a 25%+ shareholder. </li><br>
- <li><strong>Executor</strong> the executor of the will.</li>
- </ol>
- </div>
- </div>
- </div>
- <div class="faqHeader">Password</div>
- <div class="panel panel-default">
- <div class="panel-heading">
- <h4 class="panel-title">
- <a class="accordion-toggle collapsed" data-toggle="collapse" data-parent="#accordion"
- href="#collapseTen">How do I reset my password if I cannot login to the AMLHub?</a>
- </h4>
- </div>
- <div id="collapseTen" class="panel-collapse collapse">
- <div class="panel-body">
- <p>If you are unable to login to the app or desktop with your credentials i.e. are entering
- an incorrect password/have
- forgotten password, you are able to reset it from the login page:</p>
- <ol>
- <li>Visit the AMLHub desktop login page using the following URL
- <a>https://amlhub.co.nz/login</a></li>
- <li>Click “Forgot Password?”.</li>
- <img src="img/fpassword.png">
- <li>Enter the email address associated with your user account.</li>
- <li>Confirm you are not a robot (tick the box).</li>
- <li>Select “send reset link”.</li>
- <li>An email with a link to create a new password will be sent to your email address.
- Please check your junk mail if you cannot find this email in your primary inbox.
- </li>
- </ol>
- <br />
- </div>
- </div>
- </div>
- <div class="panel panel-default">
- <div class="panel-heading">
- <h4 class="panel-title">
- <a class="accordion-toggle collapsed" data-toggle="collapse" data-parent="#accordion"
- href="#collapse10">How do I change my password if I know my current password and can
- login to the AMLHub?</a>
- </h4>
- </div>
- <div id="collapse10" class="panel-collapse collapse">
- <div class="panel-body">
- <p>If you are unable to login to the app or desktop with your credentials i.e. are entering
- an incorrect password/have
- forgotten password, you are able to reset it from the login page:</p>
- <ol>
- <li>Visit the AMLHub desktop login page using the following URL
- <a>https://amlhub.co.nz/login</a></li>
- <li>Login using the following credentials:</li>
- <strong>Username:</strong> Email Address
- <strong>Password:</strong> as you created it through the verification email, unless you
- have reset it since then (must be a minimum of 6 characters)
- <li>You will be directed to the homepage. Click on the blue downwards arrow next to your
- name in the top right-hand corner of the screen</li>
- <li>Click “profile”.</li>
- <img src="img/changepw.png">
- <br>
- <br>
- <li>You will be taken to the “user details” page (see below). Navigate to “change
- password” using the menu tabs.</li>
- <img src="img/changepw2.png">
- <br>
- <br>
- <li>Enter your current password.</li>
- <li>Type in your new password and then re-type this in the box below.</li>
- <li>Click “save”.</li>
- </ol>
- <br />
- </div>
- </div>
- </div>
- <div class="faqHeader">User Roles and Permissions</div>
- <div class="panel panel-default">
- <div class="panel-heading">
- <h4 class="panel-title">
- <a class="accordion-toggle collapsed" data-toggle="collapse" data-parent="#accordion"
- href="#collapseEleven">What level of access does each different user role have?</a>
- </h4>
- </div>
- <div id="collapseEleven" class="panel-collapse collapse">
- <div class="panel-body">
- You can find a document outlining user roles and their permissions <a
- href="https://amlsolutions.co.nz/wp-content/uploads/2019/01/AMLHub-User-Roles-Permissions-2.pdf">
- here </a>.
- <br />
- </div>
- </div>
- </div>
- <div class="faqHeader">Document Upload</div>
- <div class="panel panel-default">
- <div class="panel-heading">
- <h4 class="panel-title">
- <a class="accordion-toggle collapsed" data-toggle="collapse" data-parent="#accordion"
- href="#collapse11">How do I upload documents to a stand alone individual or an
- individual within a party?</a>
- </h4>
- </div>
- <div id="collapse11" class="panel-collapse collapse">
- <div class="panel-body">
- <ol>
- <li>From the "details" page of the deal, navigate to the "owners" section using the menu
- tabs just underneath the
- deal name (towards the top of the screen).</li>
- <img src="img/upload1.png">
- <li>Tap the individual or party (which the individual is loaded to) you would like to
- proceed with.</li>
- <img src="img/upload2.png">
- <li>You will be taken to the details page of either a party (company, trust etc.) or
- individual. If you are on the
- details page of a party, navigate to the "owners" section using the menu bar just
- underneath the deal name and
- tap
- on the individual you would like to upload documents to.</li>
- <li>From the details page of an individual, tap on the "documents" tab using the menu
- bar just underneath the deal
- name.</li>
- <img src="img/upload3.png">
- <li>Once on the documents page, tap "add documents".</li>
- <img src="img/upload4.png">
- <li>Displayed on the “create owner document” page should be the options to take a
- photograph or browse your device’s
- library.</li>
- <img src="img/upload5.png">
- <ul>
- <li>If taking a photograph: select “take a photo”, capture the image and select “use
- photo” if you are satisfied
- with
- its quality. Press “next” in the bottom right hand corner of the screen.</li>
- <li>If browsing your library: select “browse” and choose image you would like to
- use. Press “next” in the bottom
- right hand corner of the screen.</li>
- </ul>
- <li>Once you have tapped "next"</li>
- <ul>
- <li>Enter name of document.</li>
- <li>Select document type.</li>
- <li>Press "save" in the bottom right hand corner of the screen.</li>
- <li>You will be taken to the “documents” section of the individual you uploaded
- these documents to.</li>
- </ul>
- <li>To upload more documents against this individual, press “add document” and repeat
- process above.</li>
- <p>You are only able to upload one image at a time. For example, you cannot add two
- photos of the front and back of
- a driver’s license in the same document.<br> These should be uploaded as separate
- documents and, for example, titled
- "driver's license front" and "driver's license back".<br> Please refer to CDD
- guidelines for required documents.</p>
- </ol>
- <br />
- </div>
- </div>
- </div>
- <div class="panel panel-default">
- <div class="panel-heading">
- <h4 class="panel-title">
- <a class="accordion-toggle collapsed" data-toggle="collapse" data-parent="#accordion"
- href="#collapseTwelve">How do I upload documents to a party?</a>
- </h4>
- </div>
- <div id="collapseTwelve" class="panel-collapse collapse">
- <div class="panel-body">
- <strong>Please note:</strong> a party is NOT an individual. This FAQ is for adding documents
- to the party itself, which
- is optional. If you would like to add documents to a stand alone individual or an individual
- within a party, please
- refer to the FAQ above
- <ol>
- <li>From the "details" page of the deal, navigate to the "owners" section using the menu
- tabs just underneath the deal
- name (towards the top of the screen).</li>
- <br>
- <img src="img/partyupload.png"> <br>
- <li>Tap the party (company, trust etc.) you would like to proceed with.</li>
- <br>
- <img src="img/partyupload2.png"> <br>
- <li> You will be taken to the details page of that party.</li>
- <li>Select "add documents" from this details page. Alternatively, you can navigate to
- the documents section of the party
- by tapping on "documents" using the menu tabs just underneath the deal name (towards
- the top of the screen) and add
- a document from there</li>
- <br>
- <img src="img/partyupload3.png">
- <li>Displayed on the “create owner document” page should be the options to take a
- photograph or browse your device’s library.
- <img src="img/partyupload4.png">
- <ul>
- <li>If taking a photograph: select “take a photo”, capture the image and select
- “use photo” if you are satisfied with
- its quality. Press “next” in the bottom right hand corner of the screen.
- </li>
- <br>
- <li>If browsing your library: select “browse” and choose image you would like to
- use. Press “next” in the bottom right hand corner of the screen.
- Once you have tapped "next":</li>
- <li>Enter name of document.</li>
- <li>Select document type.</li>
- <li>Press "save" in the bottom right hand corner of the screen.</li>
- <li>You will be taken to the “documents” section of the individual you uploaded
- these documents to.</li>
- </ul>
- </li>
- </ol>
- <p>You are only able to upload one image at a time. For example, you cannot add two photos
- of the front and back of a
- driver’s license in the same document. These should be uploaded as separate documents
- and, for example, titled
- "driver's license front" and "driver's license back". Please refer to CDD guidelines for
- required documents.</p>
- <br />
- </div>
- </div>
- </div>
- <div class="faqHeader">Updating Deals</div>
- <div class="panel panel-default">
- <div class="panel-heading">
- <h4 class="panel-title">
- <a class="accordion-toggle collapsed" data-toggle="collapse" data-parent="#accordion"
- href="#collapseThirteen">I can't find any deals on the "update a deal" page of my
- app.</a>
- </h4>
- </div>
- <div id="collapseThirteen" class="panel-collapse collapse">
- <div class="panel-body">
- <p>Users will only be able to view deals in their "update deals" section of the app that
- have been assigned to them by
- senior staff members through the AMLHub desktop (previously created deals) or by
- themselves/sales agents through the
- AMLHub app (upon the creation of a deal). This is for security reasons, to prevent all
- sales agents from an entity
- having access to update any property.
- <br>
- <br>
- Upon the creation of a deal in the app, sales agents are provided with the option to
- assign staff members to their
- particular deal.</p>
- <img src="img/cantfind.png">
- <p> If they do not do this or following the creation of the deal more users need to be
- assigned, please refer to the CDD
- Register section of our desktop support FAQs or our desktop manual for how to assign
- users through the AMLHub
- desktop.
- <br>
- <br>
- <strong>Please note:</strong> anyone who wants to be able to edit the deal through the
- app should be assigned to it (can be more than
- one). All senior staff with access to the CDD Register on the AMLHub desktop are already
- able to update any property
- through the desktop without needing to be assigned to it. However, if they would like to
- edit this property through
- the app too, they will need to be assigned.
- <br />
- </div>
- </div>
- </div>
- <div class="panel panel-default">
- <div class="panel-heading">
- <h4 class="panel-title">
- <a class="accordion-toggle collapsed" data-toggle="collapse" data-parent="#accordion"
- href="#collapseFourteen">How do I Update details of a deal?</a>
- </h4>
- </div>
- <div id="collapseFourteen" class="panel-collapse collapse">
- <div class="panel-body">
- <ol>
- <li>Select "update a deal" from the homepage of the app.</li>
- <li>Select the deal you would like to proceed with from the list of those assigned to
- you.</li>
- <li>You will be taken to the details page of that particular deal. Select "edit
- details".</li>
- <img src="img/updatedeal.png">
- <li>You will be guided through several pages where you can make changes. Tap the blue
- "next" button on each page after
- you are satisfied with your updates.
- </li>
- </ol>
- <br />
- </div>
- </div>
- </div>
- <div class="panel panel-default">
- <div class="panel-heading">
- <h4 class="panel-title">
- <a class="accordion-toggle collapsed" data-toggle="collapse" data-parent="#accordion"
- href="#collapseFifteen">How do I update details of a party?</a>
- </h4>
- </div>
- <div id="collapseFifteen" class="panel-collapse collapse">
- <div class="panel-body">
- <ol>
- <li>Select "update a deal" from the homepage of the app.</li>
- <li>Select the deal you would like to proceed with from the list of those assigned to
- you.</li>
- <li>You will be taken to the details page of that particular deal. Navigate to the
- "owners" section using the menu tabs
- just underneath the deal name (towards the top of the screen).</li>
- <img src="img/updateparty.png">
- <li>Tap the party (company, trust etc.) you would like to proceed with.</li>
- <img src="img/updateparty2.png">
- <li>You will be taken to the details page of that party. Select "edit details".</li>
- <img src="img/updateparty3.jpg">
- <li>You will be guided through several pages where you can make changes. Tap the blue
- "next" button on each page after you are satisfied with your updates.</li>
- </ol>
- <br />
- </div>
- </div>
- </div>
- <div class="panel panel-default">
- <div class="panel-heading">
- <h4 class="panel-title">
- <a class="accordion-toggle collapsed" data-toggle="collapse" data-parent="#accordion"
- href="#collapseSixteen">How do I update details of a stand alone individual within a
- party?</a>
- </h4>
- </div>
- <div id="collapseSixteen" class="panel-collapse collapse">
- <div class="panel-body">
- <ol>
- <li>Select "update a deal" from the homepage of the app.</li>
- <li>Select the deal you would like to proceed with from the list of those assigned to
- you.</li>
- <li>You will be taken to the details page of that particular deal. Navigate to the
- "owners" section using the menu tabs
- just underneath the deal name (towards the top of the screen).</li>
- <img src="img/partydetails.png">
- <li>Tap the party (company, trust etc.) you would like to proceed with.</li>
- <img src="img/partydetails2.png">
- <li>You will be taken to the details page of that party. Select "edit details".</li>
- <img src="img/partydetails3.jpg">
- <li>You will be guided through several pages where you can make changes. Tap the blue
- "next" button on each page after you are satisfied with your updates.</li>
- </ol>
- <br />
- </div>
- </div>
- </div>
- <div class="panel-group" id="accordion">
- <div class="faqHeader">Training Videos and Webinars</div>
- <div class="panel panel-default">
- <div class="panel-heading">
- <h4 class="panel-title">
- <a class="accordion-toggle" data-toggle="collapse" data-parent="#accordion"
- href="#collapseNineteen">Where can I find webinars relating to the AMLHub app?</a>
- </h4>
- </div>
- <div id="collapseNineteen" class="panel-collapse collapse">
- <div class="panel-body">
- Please refer to the following links for webinars regarding CDD guidelines and the AMLHub
- app:
- <ol>
- <li>AMLHub App and CDD for sales (Part One) <a>https://youtu.be/97RQ8dIrDFQ</a></li>
- <li>AMLHub App and CDD for sales (Part Two) <a>https://youtu.be/Xu_qLAv39uA</a></li>
- </ol>
- </div>
- </div>
- </div>
- </div>
- </div>
- </div>
- <style>
- .faqHeader {
- font-size: 27px;
- margin: 20px;
- }
- .panel-heading [data-toggle="collapse"]:after {
- font-family: 'Glyphicons Halflings';
- content: "\e072";
- /* "play" icon */
- float: right;
- color: #0052CC;
- font-size: 18px;
- line-height: 22px;
- /* rotate "play" icon from > (right arrow) to down arrow */
- -webkit-transform: rotate(-90deg);
- -moz-transform: rotate(-90deg);
- -ms-transform: rotate(-90deg);
- -o-transform: rotate(-90deg);
- transform: rotate(-90deg);
- }
- .panel-heading [data-toggle="collapse"].collapsed:after {
- /* rotate "play" icon from > (right arrow) to ^ (up arrow) */
- -webkit-transform: rotate(90deg);
- -moz-transform: rotate(90deg);
- -ms-transform: rotate(90deg);
- -o-transform: rotate(90deg);
- transform: rotate(90deg);
- color: #454444;
- }
- </style>
- <!-- Bootstrap FAQ - END -->
- </div>
- </body>
- </html>
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