Internal Service Portal
The Internal Service Portal is where you can customize the portal designed for your company's verification process for platform users.
Last updated
The Internal Service Portal is where you can customize the portal designed for your company's verification process for platform users.
Last updated
Under Administration in the Portal Management section, you will see a new portal called Internal Service Portal. This is the portal that is used to verify your teammates and platform users.
When inviting a new user to the platform, enabling the "Require Identity Verification" toggle will mandate the new user to verify their identity through the Internal Service Portal.
If you click on the Portal you will be taken to the Portal Settings Page.
Each portal contains various tabs that allow you to configure its settings, such as General, Modules, Restrictions, and Identity Verification.
To ensure that any changes made to the portal settings are not lost, remember to click on the green Save button after making any modifications. Alternatively, if you want to undo any changes that you have made, you can click on the Revert button to restore the portal settings to their previous state.
The General Tab allows you to configure the settings of the portal, such as its Name, Portal Enabled, Domain Pathname, Default, Tags, and Type.
Below is an overview of the meaning behind each setting found in the General Tab:
Name - This is the name of the portal.
Portal Enabled - This setting allows you to enable or disable the portal. If the portal is disabled, you will not be able to access it.
Domain Pathname - This setting allows you to set the domain for your internal team to access the portal.
Default - This setting allows you to configure the portal as the default one in use. This means that users will be directed to the default portal.
Tags - This setting allows you to configure custom Tags. These tags enable each portal to be easily identified when used. This means that when a user completes a KYC process on a particular portal, the tag associated with that portal will be displayed as the source of the user's KYC data in the Entities section.
The Modules section allows you to view and customize all the available modules/pages within this portal. Each module also has the option to be Enabled or Disabled.
On the Restrictions tab, you can choose to Accept, Reject or Capture the user's information, and set the Minimum Age (Default is 16) for each jurisdiction.
Under the Identity Verification section, you can configure the portal to either automatically submit identity documents for verification or require them to be submitted manually.
