Portal Roles and Permissions

Below is a chart showing which permissions are assigned to each role level in the Portal.

Org. Admin: Has access to all features inside the portal. Assigned to people in the highest rank of hierarchy that can make decisions concerning all locations/users.

IT Admin: Has access to all the settings within the portal. Usually in charge of configuring the Settings, Alerts, Flows and Data Retention each computer will have.

Billing Admin: Will have access to the Billing section of the portal. Assigned to a company's billing team in charge of processing the payment at the time of renewal.

Regional Manager: Recommended for managers that oversee multiple stores. Able to add Location Managers and can view all scans of the locations they are assigned to.

Location Manager: Recommended for managers in charge of 1 location. Able to see all scans done on their location and can also add users to their location.

User: Able to send and view WebID scans that were sent by them (but not sent by other users) or scans that were done using their location's ID scanner.

Restricted User: Only able to send and view WebID scans that were sent by them but not able to view other's WebID scans or scans done using their location's ID scanner.

Enhanced User: Able to send and view WebID scans that were sent by them and by other's from their location and scans that were done using their location's ID scanner.

Read-only Admin: Able to send and view WebID scans from all locations as well as scans done using the ID scanner from all locations, but not able to change settings.

Below are brief descriptions on what access each permission type grants a user.

The dashboard displays overall data from the organization, regardless of the user's role. However, it can be customized to show data for specific locations.

Most roles with "Applicants" permissions can view applicants across the entire organization. However, "Managers" and "Users" are restricted to viewing applicants for their specific location only.

All roles with WebID access can send authentication invites to applicants. In the WebID tab, each user will only see the invites they personally sent. To view scan results from invites sent by others, users must look up the applicant in the "Applicants" tab.

The "Billing" tab allows organizations or locations to add to their WebID scan balance (shown at the top right of the portal) and manage or pay for their desktop and portal subscriptions.

This section enables users to add, edit, or delete users in the portal. Password and MFA resets can also be handled here.

Manage settings for PALIDIN Desktop devices in this section.

Settings / Workflows

Build and manage authentication workflows.

Customize the appearance of the authentication invitations sent to applicants.

Manage integrations with other applications from this section.

Control how often PALIDIN Desktop devices receive updates and determine whether they stay on the stable release or switch to the insider release.

If you have questions, please contact support by:

Calling 800.883.8822

Emailing [email protected]

Submit a Ticket

Monday-Friday, 7AM - 5PM PST