Hub Help

FAQ

Users

Why can't I change a user email address?

Nope, sorry. You just can't. ☹️ When a user is added, the email address is created. That address becomes read-only. It's shown in the user profile. But you cannot change it. Instead, you must deactivate the user, and then add a new user with another email address. See Add User.

Why don't I see the actions column? My role assignments include (Account)(Customer) Admin.

If you know for sure that you have the correct role assignment to manage customers or users, but yet you do not see the Actions column, then here's a tip: Try scrolling to the right! 😮 Your screen might be too narrow, and so the Actions column might be cut off on the right side. Review the Roles topic for more information.

Why can't I select a Customer for a user I want to add or edit?

Customer selections may be unavailable.

  • If your role is Customer Admin, then you can only add a user for your assigned Customer. You need the Account Admin role to assign a Customer to a new user.

Transactions

How can I search for a transaction from a specific date or date range?

There are two ways. First, you can sort the Date column. Second, you can click Advanced Search, and then select a date range. See Search Overview for more tips.

Portal

Can I change the text message?

In Portal, a standard text message is enabled for your account. That message sent for all authentication requests. You cannot customize individual text messages. If you need to change the standard message, contact Intellicheck support.

I'm not sure what document type to select. How do I know?

The three document types are categories for most federal, state, and international documents used as primary identification. The following list shows examples of various forms of identification. Examples are not meant to be comprehensive or exhaustive.

  • North American Driver's License/Identification Cards - North American* driver license including REAL ID, enhanced ID, learner permit, US military ID, and non-driver state identity card.

  • Passport Booklet - Passport booklet, or visa.

  • Other Documents (Passport Cards, Non-North American Driver's License/ID) - International passport card, trusted traveler card, permanent resident card.

Dashboards

How do I export my data into a report format that works for me?

See Tutorials for a quick demonstration.

Why can't I see the Customer Journey dashboard?

The Customer Journey dashboard is available to Intellicheck customers who use our out-of-the-box Capture product. If you do not see the Customer Journey dashboard, your organization might not use Capture to collect end-user information such as the ID image, a barcode, and a selfie. The Customer Journey dashboard is available only if Capture is used to collect this information. The dashboard contains insights such as page visits, average completion times, and abandonment totals. Contact Intellicheck to learn more.

General

What is the difference between Capture and Direct?

Capture is the latest installment to our robust ID verification environment. Capture makes the customer experience easier than ever. And we’ve made integration as easy as possible. Send your customer a quick text, and we do the rest of the work, while you sit back and wait for all the results. From retrieving your customer’s ID and facial liveness to returning detailed reporting on your customer, to ensuring PII data compliance, we handle all the heavy lifting. Capture is for customers who prefer that we manage PII data compliance. In person or online, this experience is flexible enough to be used anywhere, and in any situation. Direct is our ID validation solution that gives you more control over the customer experience, while still providing guaranteed decisioning with every scan. Direct is for those who prefer to have their customers’ experience white labeled and fully integrated. It's for those who accept new credit or account applications, but prefer to capture all their customer’s data in their own environment, and who will manage PII data compliance.

What is the difference between Portal and Desktop?

Both products are Intellicheck industry-leading identity validation solutions. With Portal, you get a web-based interface that runs in your browser. Portal is a no-integration tool to validate however and wherever you do business. Simply log in on your computer and begin verifying an ID. This mode is best for quick online or over-the-phone verification needs, like call centers, new online account applications, e-commerce or gaming. It includes the following authentication checks: identity verification, facial liveness detection, risk scoring, reporting & analytics, additional services for all your regulatory needs. With Desktop, you get all the great features of Portal in a stand-alone application that can be integrated with a scanning device.

What is the difference between Portal V1 and Portal V2?

Portal V1 and Portal V2 are just nicknames we've given to our old-style and new-style results. Both Portal V1 and Portal V2 are available in Hub. In Portal V1, we designed the results page to be almost identical in appearance with our prior-generation software (Portal+) results page. We think this will help our existing customers feel comfortable while learning about Hub's great new features. When you're ready to try the new results page, which has more details and (coming soon) our proprietary Intellicheck Score, then you can contact us to update your configuration. We call the new results page Portal V2.

Last modified: 03 October 2024