Team Member Management

This guide shows you how to manage team members. Some actions here require an Admin role. Without it, you won’t see some options. If you have an Admin role but still can’t perform some of these actions, contact techsupport, as your environment permissions might need to be adjusted.

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Roles

• Each team member needs to have an assigned role
• Roles are meant to ensure that users have access only to what is necessary for tasks

Main Roles

Role Name	Extended by	Permissions
Viewer	-	View & list KYC verifications View & list KYB forms View All sessions & Disposed verifications page View & list single AML & AML monitoring subjects View & get AML monitoring comments and logs View & list face authentication verifications View & list other available environment services, such as: PoA, Blocklist, etc.
Member	Viewer	Create new KYC & KYB token(s)/session(s) Perform single AML & AML Monitoring checks Download KYC PDF reports Manage KYC & KYB questionnaires
Moderator	Member	View KYC & KYB statistics View environment settings, managers, API keys, and privacy policy View & Perform Soft KYC service Evaluate AML Monitoring subjects/findings Search/order GOV & Registry reports Generate KYC verification reports Manage environment notifications
Admin	Moderator	Change environment settings Manage API keys & privacy policy Manage the roles of Team members View finances

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Team Member Setting

In the dashboard, navigate to Settings. Select Team members.

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Inviting New Members

In the top right corner, click Add member. In the pop-up window: Select a role from the dropdown options. Enter the new member’s email.

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Changing the Role of the Current Member

On the Team members page:

1. Click the current role of the member
2. In the pop-up window, select a new role

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Removing / Deactivating Members

Identify the member you want to remove from the environment. On the far right side, in line with the account member, click the 3 dots. Select Deactivate if you want to remove access temporarily. Select Delete member if you want to remove the member permanently. The confirmation pop-up explains what each action does before you confirm. Deactivate

• The member can no longer sign in.
• They stay in the Team members list, marked Deactivated.
• You can reactivate them later.
• They still count toward your dashboard account limit.

Delete member

• The member can no longer sign in.
• They are removed from the Team members list and no longer count toward your account limit.
• Their username and email are freed, so you can invite the same email address again.

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Resetting OTP / Password

Identify the member whose credentials you need to reset. On the far right side, in line with the account member, click the 3 dots. Select what you would like to reset. Resetting a member’s password ends all of their active sessions, so they’ll have to sign in again on every device.

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Member Activity

You can review each member’s activity and what endpoints (webpages) they visited. Identify the member whose activity log you want to see. On the far right side, in line with the account member, click the 3 dots. Select Review activity.

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