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Quick guide on how to manage a team member Table of contents: Some actions here require an Admin role, and without it, some options will not be visible to you 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
Role NameExtended byPermissions
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.
MemberViewerCreate new KYC & KYB token(s)/session(s) Perform single AML & AML Monitoring checks Download KYC PDF reports Manage KYC & KYB questionnaires
ModeratorMemberView 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
AdminModeratorChange 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. image

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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 image image

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Changing the Role of the Current Member

In the Team members page:
  1. Click the current role of the member
  2. In the pop-up window, select a new role
Good to know
  • Role change requires the Admin role
  • Members with the Admin role can promote other members to Admin
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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 removing access temporarily Select the Delete manager if you want to remove the member permanently image

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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 image image

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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 image image