Authentication

Brokers will be able to view the Authentication status of clients via the CRM Backoffice Portal.

  1. On the Client Details Page, navigate to "Authentication".

  2. You will be able to see the following details:

    • Status

    • Validation Results - you can click onto it to view the details on SumSub.

    • Last Verified Time

  3. You can also modify your clients' SumSub status as needed, enabling swift responses to monitoring triggers like ID expirations.

    1. For subsequent modifications, you can only choose between the following options:

      1. Verified

      2. Verification Failed

    2. The option "Unverified" will not be available.

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