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Walkthroughs (6)

KYB
KYC / AML Checks

In-Person & Manual Checks
Sending a new invitation
Resubmitting an Identity Check
Resending an invitation
Sending a new invitation to an existing Individual

Users & the Admin portal (5)

Logging In
Adding, Editing & Deleting Users
User Permissions | User Groups | User Roles
Notifications
Navigating to the Admin portal

Reviewing Results (9)

Identity + Liveness Results
AML Results
Right to Work Results
Safe Harbour Results
Source of Funds & Open Banking Results
Supporting Documents

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Individuals (8)

Exporting to PDF
Deleting an Individual
Uploading & Viewing Evidence in an Individuals Profile
Adding Notes to an Individuals Profile
Quick Actions Menu
Locating an individual/customer

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Additional Features (9)

Ongoing Monitoring
Personalised Branding
Notifications
Tags
Folders
Table Configuration

View all 9