Manage Roles

📌 Manage roles and set appropriate permissions.

Manage roles and permissions to limit access to the portal modules and module functionalities by following these steps:

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Remember!

Only an Administrator can set the appropriate permissions.

1. Click Manage Roles inside the Users module.

2. The Module Access column allows you to grant permission to view a module.

The list of available modules is as follows:

Modules	Description
Editor	The module to edit the verification flows' content, branding, and colours.
Remote Verify	This module will send out verifications, which the users can complete in their own time without assistance. This enables the portal user to create the transaction remotely.
User Management	This module allows you to manage, add, delete, and edit users and roles within the system.
Reports	View analytics and reports for both completed and incomplete transactions.
Developer	This module gives access to the API integration settings, such as the API key, and to the developer documentation.
Repository	This module allows you to view and manage completed verifications and results, including those passed (Status Completed-Pass) and those flagged and raised for attention (Status Completed-Flagged).
Support	This module gives IDVerse's Jira service desk access for submitting support requests.
Settings	This module gives access to company details, retention settings, activating document verification, SMS details, and overall document support.

Set Permissions

The “Module Access” column allows you to grant permission to view a module, signified by the title.

Suppose you only need a Customer Service role to manage remote verification, user management, and reports. Follow the steps below to set up the desired permissions.

1. Select Customer Service from Roles.

2. Uncheck all other modules in the Module Access column and select Remote Verify, User Management, and Reports.

3. The “Module Specific Permissions” column allows you to fine-tune permissions within that module. Select a module from the Module Access Column.

4. Specify Module Specific Permissions as needed and click Close to save changes.

Modify User Roles

Follow the steps below to modify user roles:

1. Click on the user you want to modify the role of.

2. Choose the desired user's role from the Permissions drop-down menu.

3. Click the Save button.

✅ The user's role has been successfully modified.

💬 We Are Here to Help!

If you encounter an issue, a bug, or require assistance, please contact our support page here to find the solution. Don't forget to provide any important information on the issue.