Projects

🗺️ Project Navigation and Overview

  1. Project List View: The platform first displays a list of all your active orders.

  2. Detailed Project View: Select the project you want to open from the list. This action takes you to the Project Area, which provides a consolidated, holistic record of the entire order.

Within this central location, you gain a single source of truth for all subjects and reports, allowing you to:

  • View all subjects within that project.

  • See the type of verification run on each subject.

  • Access all reports associated with each ID Verification attempt.

Project Participants

To manage participants, open the Messages panel and look for the participants' preview area. Click the "+" (Add) icon to open the menu.

Add New Participants: Type the emails of the new participants and press add

Manage Existing Participants In the lower panel, you will find a list of all participants. Review their status (e.g., Full Participant or Email Only). You can remove participants directly from this list.

Please note: If a participant is listed by their email address (e.g., mark@email.com), they are not a registered Platform User. They will receive project updates via email only.

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