The Identity Dashboard provides a high-level view of your customers. 

Read more about Identity Dashboard here.

Who can use this

The features is available to all organizations in the Premium or higher tier. Any user in an organization with this feature enabled can access the Identity Dashboard.

To add the Identity Dashboard to your account, contact your Customer Success Manager (CSM) or our sales team.


Use the Identity Dashboard

The screenshots below may look different from your account depending on if you have Defend activated.

Log in to your Proof account to complete the steps below.

  1. Click Identities from the menu on the left to view the list of customers.
    identity dashboard with man navigation menu.jpg
  2. Use the search bar at the top or filters to find the individual you'd like to view.
  3. Click a row to open the details for that person.

Below are additional actions you can take on the individual's page.

  • Click View on the right to view details of each transaction.
  • Use your browser's back button to return to the previous page.

Defend users have additional actions available:

  • Use the arrows underneath the credential viewer to view the most recent image captures of ID and selfie, if available.
    individual identity dashboard with defend view IDs.jpg

 


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