Dashboard is where you build verification experiences, monitor the sessions and identities they produce, review flagged cases, and manage your organization's users, integrations, and settings. This section walks through every page in Dashboard, organized by what you're trying to get done.
Configure Workflows and Flows
- Workflows: Create, edit, test, and manage Workflows. Workflows are the recommended, no-code way to define an onboarding or authentication journey with conditional branching.
- Flows: Create and manage Flows, the legacy, linear alternative to Workflows. Flows are being deprecated in favor of Workflows.
- Configure Workflow Conditions: Add and configure Condition nodes in a Workflow to route users down different paths based on collected data.
- Forward Data to Your Workflow: Forward custom fields, an external customer ID, or a redirect URL override into a Workflow via
/omni/start, and use it to cross-check ID data or tag sessions with internal identifiers. - Add Modules: Select which modules to add to your Workflows or Flows.
Monitor Sessions, Identities, and Authentications
- Sessions: Browse, filter, and export every completed onboarding or authentication session, or start a manual session by sending an SMS link directly from Dashboard.
- Identities: View every enrolled Incode Identity in your organization. Identities are reusable verified records created when users successfully onboard.
- Authentications: Review every 1:1 or 1:N face authentication attempt made against your identity pool, separate from onboarding sessions.
Manage Assisted Verification Services
- Helpdesk Verifications: Manually trigger identity verification for an employee in real time. This is useful for call-center or help-desk scenarios where an agent needs to confirm identity before granting access.
- Candidate Verifications: Trigger identity verification for a job candidate on demand, including generating a verification-gated meeting link, to guard against hiring fraud.
Monitor Risk & Compliance
- Custom Watchlists: Maintain your organization's own blocklists and allowlists of individuals or entities, independent of Incode's built-in fraud lists.
- Compliance: Review data deletion records and a full audit trail of Dashboard user and system actions.
- Escalations: Track the status of sessions you've escalated to Incode for review, from submission through resolution.
- Cases: Assign and resolve sessions that were flagged for manual review.
Check System Status
- Status: Links out to status.incode.com to check current service health, uptime history, and incident history, and to subscribe to status updates.
Manage Dashboard Organization and Access
- Users: Create, edit, and delete Dashboard user accounts, assign roles, and view each user's activity log.
- Configuration: Configure organization-wide settings: general settings, authorization, webhooks, API keys, integrations, consents, and the look and feel of the hosted onboarding experience.
- Integrations: Create, edit, and manage the integrations (such as B2B onboarding or OIDC client credentials) used to trigger and authenticate verification sessions.
- Directory Information — View the people and directories (such as Okta or Microsoft Entra) connected through a directory integration, along with each person's verification sessions.