Accounts: Verification module
The Accounts Verification module is a Resource module that can be added to an Account layout. It displays the Verification attempts related to the Account, in either a table or a list format.
How do you add a Verification module?
This module is added and arranged on the Layout page. For a general overview of how the Layout page works, see Accounts: Layout Editor.
- Navigate to the Dashboard, and click on Accounts > Types.
- Find and click on the Account Type you want to edit, or click Create type to create a new one.
- In the Layout Editor, navigate to the Tab you want to add the module to. Click an empty space to view the Module Library.
- In the right toolbar, search for ‘Verification.’ The module is listed under Related Records.
- Drag and drop the Verification module into your layout and reposition it by dragging it around.
- Click on the Verification module. On the right toolbar you can customize how information is displayed on the module.
- Under Settings, you can set the Module title, which is displayed at the top of the module. It defaults to “Verifications”.
- Under Settings, you can set the Resource, which is the query that determines which Verifications are displayed on the module. It defaults to the current Account’s Verifications.
- Under Settings, you can choose the View Type to control how Verifications are displayed, either in a Table or List format. Table is the default. The next setting depends on the View Type you choose:
- Table view: Configure the Columns displayed for each Verification. You can add, remove, and reorder columns, and set a visibility rule on a column. By default, the module displays Verification ID, Template, Created At, and Status.
- List view: Use the Fields list to choose which Verification fields are shown and in what order. Search for a field, toggle it on or off, and drag the selected fields to reorder them. By default, these Government ID fields are selected: Photos, ID, Identification Numbers, Full Name, Birth Date, Document Number, Issuing Country, Issue Date, Expiration Date, Capture Method (front), Capture Method (back), Address, Nationality, and Checks.
- Some existing Verification modules also show a Type and a Verification templates filter under Settings. New modules are filtered through the Resource instead, so these filters do not appear.
- Under Interaction (available in Table view), you can add Actions that reviewers can run from the table. Only Persona system actions are offered here. For more, see Accounts: Module Actions.
- Under Module Layout, you can change:
- Dynamic height: Module will grow or shrink to fit its contents. This is on by default.
- Visibility: Dynamically control whether the module is hidden. This lets you set conditions for when the module should be displayed or hidden from view based on your requirements. You can read more about Visibility Configuration here.
- Expand by default: In List view, each record starts expanded. This is on by default and has no effect in Table view.
- Click the Delete button if you want to remove the module from the layout.
Plans Explained
Accounts Verification module by plan
| Startup Program | Essential Plan | Growth Plan | Enterprise Plan | |
|---|---|---|---|---|
| Accounts Verification module | Limited | Limited | Available | Available |