LogoLogo
  • Welcome!
  • GETTING STARTED
    • Signing Up
    • Choose a Product
    • Choose an Integration Option
    • Run Your First Test Job
    • Complete Your KYC
    • Fund Your Wallet
    • Go Live!
    • Pricing
  • SUPPORTED ID TYPES & DOCUMENTS
    • For Individuals (KYC)
      • Using ID Number
        • Supported Countries
          • Côte d'Ivoire
            • National ID (without Photo)
            • Resident ID (without Photo)
          • Ghana
            • Ghana Card
            • Ghana Card (without Photo)
            • Passport
            • Voter's ID
          • Kenya
            • Alien Card
            • KRA Pin
            • National ID
            • National ID (without Photo)
            • Passport
            • Tax Information
          • Nigeria
            • Bank Account
            • BVN
            • NIN V2
            • NIN Slip Verification
            • V_NIN (Virtual NIN)
            • Phone Number
            • Voter's ID
          • South Africa
            • National ID
            • National ID (without Photo)
            • Phone Number
            • Refugee and Asylum ID
          • Uganda
            • National ID (without Photo)
            • Basic KYC in Uganda
          • Zambia
            • Bank Account
            • TPIN
          • Zimbabwe
            • National ID (without Photo)
        • Test Data
          • Customising Sandbox Test Data
        • ID Number Regex
        • Visual Samples of Supported ID Types
      • Using Document Image
        • Continents
          • Africa
          • Asia and the Middle East
          • Europe
          • North America
          • Oceania
          • South America
    • For Businesses (KYB)
      • Supported Countries
        • Nigeria
          • Business Registration
          • Tax Information
        • Kenya
          • Business Registration
        • South Africa
          • Business Registration
      • ID Number Regex
  • PRODUCTS
    • For Individuals (KYC)
      • AML Check
        • AML News Media
      • Basic KYC
      • Biometric KYC
      • Digital Address Verification
      • Document Verification
        • Document Verification
        • Enhanced Document Verification
      • Electronic Signature
      • Enhanced KYC
      • Phone Number Verification
      • SmartSelfie™ Authentication
      • SmartSelfie™ Compare
      • Smile Secure
    • For Businesses (KYB)
      • Business Verification
  • Integration Options
    • Mobile
      • Getting Started
      • Products
        • Biometric KYC
        • BVN Consent
        • Document Verification
        • Enhanced Document Verification
        • Enhanced KYC
        • SmartSelfie™ Enrollment and Authentication
        • Enhanced SmartSelfie™ Enrollment And Authentication
      • Customization
        • UI Components
      • Offline Mode
      • Release Notes
        • Android Release Notes
        • iOS Release Notes
        • Flutter Release Notes
        • React Native Release Notes
    • No-Code
      • Smile Links
        • Link FAQs
        • Rest API
    • Server to Server
      • Ruby
        • Installation
        • Signature
        • Products
          • Basic KYC
          • Enhanced KYC
          • Biometric KYC
          • Document Verification
          • SmartSelfie™ Authentication
          • KYB - Business Verification
          • AML Check
        • Generate Token for Web Integration
        • Utilities
      • Python
        • Installation
        • Signature
        • Products
          • Basic KYC
          • Enhanced KYC
          • Biometric KYC
          • Document Verification
          • SmartSelfie™ Authentication
          • Business Verification
        • Generate Token for Web Integration
        • Utilities
      • Java
        • Release Notes
        • Installation
        • Signature
        • Products
          • Basic KYC
          • Enhanced KYC
          • Biometric KYC
          • Document Verification
          • SmartSelfie™ Authentication
        • Generate Token for Web Integration
        • Utilities
      • Node.js
        • Installation
        • Signature
        • Products
          • Basic KYC
          • Enhanced KYC
          • Biometric KYC
          • Document Verification
          • Enhanced Document Verification
          • SmartSelfie™ Authentication
          • Business Verification
        • Generate Token for Web Integration
        • Utilities
      • PHP
        • Installation
        • Signature
        • Products
          • Basic KYC
          • Enhanced KYC
          • Biometric KYC
          • Document Verification
          • SmartSelfie™ Authentication
        • Generate Token for Web Integration
        • Utilities
    • Rest API
      • Signing your API Request
        • Using Signature
      • Products
      • Postman Collection
      • Utilities
    • Web / Mobile Web
      • Web Integration
        • Installation
        • Usage
        • End User Consent
        • Support
      • Javascript SDK
        • Installation
        • Usage
        • Migration
        • Deprecated Version
          • Installation
          • Usage
          • Notes
          • Support
  • FURTHER READING
    • FAQs
      • What are your support hours?
      • How do I set up a callback?
      • How to re-enroll, deactivate or delete a user?
      • Add or remove team members
      • What are top-level keys?
      • What are partner_params?
      • How do job types map to the new product names?
      • Is there an API I can use to monitor my wallet balance?
      • Is there an API I can query to check the availability status of an ID type?
      • How do I integrate Smile ID in other countries or query other ID types?
      • What are the image types I can upload to Smile ID?
      • Why aren't Kenyan IDs returning images for some IDs queried?
      • Why are some of my bank verification requests returning 'ID authority unavailable'?
      • How can I look up a specific user's data?
      • Selfie best-practices
      • Document capture best-practices
      • What happens under the hood?
      • Guide to the user consent screen
      • What is code 2302?
      • Using the Demo App and Scanning QR codes
    • Job status
    • KYC receipts
    • Result codes
      • Error codes
    • Securing your account with two-factor authentication (2FA)
    • Security Overview
    • Troubleshooting
      • Troubleshooting error 2204 & 2205 - "You're not authorized to do that"
      • Why is my Web API job taking so long?
      • Image capture issues on web client
Powered by GitBook
On this page

Was this helpful?

  1. FURTHER READING
  2. FAQs

Add or remove team members

PreviousHow to re-enroll, deactivate or delete a user?NextWhat are top-level keys?

Last updated 1 year ago

Was this helpful?

You can add team members to your account from the Portal.

On the main Dashboard, at the bottom left-hand of your navigation bar, you will see

From there you can add or remove members to your team, so they are able to access the Dashboard, APIs and SDKs.

Each team member will receive an email to set their own passwords so they have independent access to the Partner Portal.

The links in those emails expire after 24 hours so if they have not accepted the invite by then, you will need to add them again.

When you add a team member you will need to select a Role for them. Over time you will be able to add granular permissions based on the Team Members Role

The Owner role has all access permissions over the account, only make someone an Owner if you trust them to own the account entirely.

Roles and Permissions

Our portal offers a robust system of roles and permissions to ensure secure and efficient management of your organization's resources.

Roles Overview

  1. Owner: Highest level of access and control

  2. Admin: Administrative role with comprehensive access

  3. Operator: Limited access but can run jobs on Portal via SmartCheck

  4. Auditor: Limited access

Operator and Auditor roles are only available to enterprise partners

Key Permissions

Permission
Actions
Roles

Manage Teams

  • Create and edit new team members.

  • Set up organization-wide two-factor authentication.

Owner Admin

Dashboard and Analytics

  • View summary report of your previous jobs you have ran

Owner Admin Operator Auditor

SmartCheck

  • Run jobs via SmartCheck

Owner Admin Operator

Job List and User List

  • View job results

  • View user page

Owner Admin Operator Auditor

Developer Page

  • Manage API Keys

  • Mobile SDK smile_config

  • Setting default callback urls

Owner Admin

Manage Billing

  • One time wallet top-ups

  • View payment history

  • View wallet history

  • Download monthly usage statement

Owner Admin Auditor (can not make payments)

Smile Links

  • Create, view and edit KYC links

Owner Admin

Invite Team Members.