Manage account members
This guide will show you how you can invite your colleague to iDenfy's administration platform.
note
Only managers with advanced permissions are allowed to invite new managers.
Create a manager
- Login to your current manager account in administration platform.
- Navigate to sidebar on the left and find "Account members" tab under "Settings" section. If you do not see this tab - your account does not have sufficient permissions. Contact your colleague who has them or reach tech support via our dashboard
- Click on "Create manager" button, proceed with selecting roles and entering the manager's email, where the invitation link will be received.
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, privacy policy - View & Perform Soft KYC service - Evaluate AML Monitoring subjects/findings - Search/order GOV & Registry reports - Generate KYC verifications reports - Manage environment notifications |
Admin | Moderator | - Change environment settings - Manage API keys & privacy policy - Manage roles of account members - View finances |
note
Partner environment permissions must be sufficient so that manager/member could use functions listed above. To access desired functionalities first contact sales@idenfy.com to make sure they're added to your contract.
Custom roles
For custom roles, please contact our support team via the dashboard.