SumSub Settings
This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.
1) SumSub Account
Before utilizing SumSub on the CRM, it is necessary to register and set up your SumSub account via https://sumsub.com/.
2) Configure KYC Levels on SumSub
You will need to configure the various KYC Levels on SumSub. Different KYC Levels will have different requirements and verifications that your clients will need to complete.
3) Obtaining SumSub Token & Secret Key
The SumSub Token & Secret Key is required in order for you to connect your SumSub account to the CRM.
4) Connecting SumSub to CRM
SumSub on CRM is categorized into 2 different sections:
Document Verification - this involves verifying the authenticity and integrity of the documents uploaded by clients, which allows brokers to ensure that the documents are not tampered with.
Authentication - this refers to any other verification steps setup on SumSub such as face recognition, phone verification or risk assessment questionnaires.
You will need to setup SumSub Settings on CRM.
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