Getting Started
Accessing the Management Portal
Portal URL: https://client-portal.verifime.com
Steps:
Navigate to the Management Portal URL
Log in with your credentials
You will arrive at the home page with search options
Search Methods
From the Management Portal home page, you have two primary options for searching customers:
Option A: Quick Search from Home Page
Steps:
Locate the "Search customers by name" search box on the home page
Type the customer's name into the search box
Press Enter or click the search icon
Option B: Navigate to Customers Page
Steps:
Select "Customers" from the left-hand menu OR
Click into the "Customers onboarded all time" box on the home page
This will direct you to the Customers home page where you can access advanced search options.
Using the Customers Page
Once on the Customers home page, you have multiple search options:
Name Search
Steps:
Click into the "Search customers by name" search box
Type the customer's name
Press Enter or click the search icon
Filter Search
For more specific searches, use the Filters option:
Steps:
Click the "Filters" button to open the Filter selection panel
Set your filter criteria (see Filter Options below)
Click "Apply" to execute the search
Filter Options
Available Filter Criteria
When using the Filters panel, you can search by:
Customer name
Verification status
Date range (onboarding date)
Risk level
Customer type (Individual, Organisation)
Other custom criteria based on your setup
Viewing Inactive Customers
To include customers who have revoked their permission to you:
Steps:
Open the Filters panel
Select the "Include inactive customers" checkbox
Click "Apply"
Note: Inactive customers are those who have revoked their permission for you to access their information. When a customer revokes permission, they remove your ability to view their identity verification details and risk assessments. They will not appear in standard searches unless this option is selected.
Understanding Search Results
Results Display
After performing a search, the results will display showing:
Customer name
Type (Individual/Organisation)
Current risk level
Last assessment date
Accessing Customer Details
Steps:
Locate the customer in your search results
Click on the customer's name or row
You will be directed to the customer's detailed profile page
Search Tips and Best Practices
Effective Name Searching
For best results:
Use the customer's full name as it appears in their records
Try variations if you're unsure of exact spelling (e.g., "Smith" vs "Smyth")
Use partial names if searching for common surnames
Search by first name if you remember it more clearly
Using Filters Efficiently
Best practices:
Combine multiple filter criteria to narrow results
Use date ranges when searching for recently onboarded customers
Apply risk level filters when reviewing compliance requirements
Remember to clear filters between searches to avoid missing results
Managing Large Result Sets
If you have many customers:
Use more specific search criteria
Apply date range filters to focus on recent customers
Sort results by clicking column headers (if available)
Use the inactive customer filter strategically
Common Search Scenarios
Scenario 1: Finding a Specific Customer
Objective: Locate John Smith's profile
Method: Quick search from home page
Steps: Type "John Smith" in search box, press Enter
Scenario 2: Reviewing Recent Onboardings
Objective: View all customers onboarded in the last 30 days
Method: Filter search
Steps: Open Filters, set date range to last 30 days, click Apply
Scenario 3: Finding Inactive Customers
Objective: Locate customers who have revoked permission
Method: Filter search with inactive option
Steps: Open Filters, check "Include inactive customers", click Apply
Scenario 4: Reviewing High-Risk Customers
Objective: View all customers with high-risk ratings
Method: Filter search by risk level
Steps: Open Filters, select "High Risk" option, click Apply
Troubleshooting Common Issues
Customer Not Found
Issue: Search returns no results for a customer you know exists
Possible Solutions:
Check spelling of customer name
Try searching with partial name
Check if customer is inactive and include inactive filter
Verify you have permission to view this customer
Contact support if issue persists
Too Many Results
Issue: Search returns too many customers to review easily
Solution: Use more specific filter criteria or add additional search terms
Search Performance
Issue: Search is taking longer than expected
Solution: Try narrowing your search criteria or contact support if performance issues persist
Privacy and Permissions
Access Restrictions
You can only search for and view customers who have granted you permission
Inactive customers (revoked permissions) require the specific filter to be visible
All searches are logged for audit purposes
Data Security
All searches are conducted over encrypted connections
Search activity is monitored for compliance purposes
Customer data is protected in accordance with Australian Privacy Principles
Support & Questions
For questions about searching for customers in the VerifiMe Management Portal:
Contact: VerifiMe Support Team
Email: [email protected]
For technical issues, permission problems, or questions about specific customers, please contact our support team directly.