Learn how to configure your Medallion™ Workflow
Step 1: Access the Workflow Interface
- Log into your Authenticate® account. Once logged in, navigate to the Medallion™ tab on your dashboard to access the workflow configuration options.
Step 2: Choose or Create a Workflow
- You can either customize an existing workflow or create a new one. To customize, select the workflow from the list provided. Click the "+ New Workflow" button to create a new one.
Step 3: Set User Location Preferences
- Determine which countries you will accept users from. This helps tailor the verification process according to specific regional compliance and legal requirements.
Step 4: Configure Verification Methods
- Choose the identity verification methods that are necessary for your operations. These might include Government ID Verification, Knowledge-Based Authentication (KBA), Selfie Verification, etc.
Step 5: Define Attempt Limits
- Specify the number of attempts a user is allowed for verification. This helps prevent misuse of the verification process and enhances security.
- Configure any or all of the enabled verification options based on the level of desired friction.
Step 6: Enhance Security with Additional Checks
- You can add additional verification layers for enhanced security. These could include a Criminal Check Indicator(US Only), 7-year Criminal Activity Check, Background Verifications(Education, Employment, and Professional License Verification), or other relevant security measures.
Step 7: Customize the User Interface
- You can customize the theme to match your brand’s visual identity by clicking the “Configure Theme” button under “Medallion™ Settings.” This includes colors, logos, and other user interface elements to provide a seamless brand experience.
Step 8: Configure Redirection
- Specify the URL where users will be redirected after completing the verification process.
Step 9: Save and Activate
- After configuring all settings, make sure to save the changes to activate the workflow. Review all settings before finalizing to ensure everything is set up as intended.
Your Workflow is now ready to be utilized. Additionally, you can check the demo attached below for a more detailed guide.
For any issues or further assistance, contact our support team.