How to set up & add identity verification to your checklist

• Go to Resources>Processes
• Select the process you're working on
• Click on the Add New steps blue button and select the Identity verification module
• Name your verification(E.g. Please verify your identity)
• ⚠️  Select in the dropdown the stakeholder to be verified
• Add instructions if any and confirm

Available options when adding a verification step to your process

Name: The actual verification step. This will allow people to understand what needs to be done (Eg. Please verify your identity)

Stakeholder: Which stakeholder's identity you want to verify

Button text: This is the Call-to-action button text visible by your end-users

Instructions: This is a text that will be displayed to end-users 

Tooltip: This is a text that will show when end-users mouse over the related step while on the checklist

Approval: This allows you to decide whether or not you want this step to be marked as approved or as pending once completed

Required: Whether this verification step is mandatory or optional

Visible to end-user: Is this a step that end-users need to complete? Otherwise, you can hide it, so only your team will see it and complete it.

Dropdown options: Select where in your checklist you want to add this step

The end users experience

Now you've added an identity verification item to your list, you can now have a look at the end-user experience (the verification process itself)