Uveritech

How to login to the portal for the first time- whether you are a completely new user or coming over from our old portal.

Login to the Portal

A breakdown of which permissions are available for each role.

Portal Roles and Permissions

How to view, download, and print scan transaction reports in the new portal

Transaction Reports

A guide on how to add, edit, and manage users in the portal

Managing Users in the Portal

A guide on how to prevent blurriness during document image capture for WebID

WebID - Applicant: Prevent blurriness during document image capture

How to prevent glare on the image capture for WebID

WebID - Applicant: Prevent glare during document image capture

How to customize the look of the WebID authentication invite your applicant receives

WebID: Invite Customization

A guide on how to send authentication invites from the Portal to applicants

WebID: Sending Authentication Invites

How to assign a specific location or department to a user in the Portal

Assigning Locations and Departments to Users

A guide for Admins on how to reset the password and MFA for your users

Reset Password & MFA for your Users

A guide for users on how to reset their own password and request an MFA reset

Forgot Password or MFA code?

A guide on the Regional Manager role and how to give them access to view data from multiple locations

Giving an existing user access to multiple locations

What DMV Verification is, how it works, and how to use it with PALIDIN

DMV Verification

What to do if the emailed token to set up a new password expires

Password Reset Token Expired

A quick guide to using the complete PALIDIN suite

PALIDIN User Guide

Everything you need to know about navigating the Reports Tab

Reports Tab

How to set up a workflow to verify identities, reduce fraud, and ensure compliance. Currently available for use on Desktop

Creating and Customizing a Workflow

PALIDIN Portal & Help Center Are Moving: What You Need to Know

Whitelisting URLs

How to View a Redacted Transaction Report

Redacted Transaction Reports - Portal

Use the FraudFighter ID Browser extension to send remote scan invites, view results, and submit tickets.

How to Install and Use the FraudFighter Chrome Extension

How to set up authentication workflows in the portal

Configure Flows

How to create and customize data retention policies for your workflows in the Portal.

Create and Manage Data Retention Policies

How to create, edit and assign a setting to a registered computer inside the online portal for PALIDIN version 3.4.5 and above

Assigning settings to a PC from the Portal

How to send an insurance verification to your customer via the FraudFighter portal

Insurance verification

How to send a request to your customer so that they can send you a secure file

Encrypted files

How to create an alert and assign it to your existing workflow

Creating and configuring alerts

Luis Fonseca

Portal

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.