Permissions

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Case Management

Controls access to viewing or modifying verification cases.

• View in Sandbox — View cases created in the Sandbox environment.
• View in Production — View production cases.
• Write in Sandbox — Perform actions (approve, reject, edit) on sandbox cases.
• Write in Production — Perform actions on live production cases.

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Templates

Controls access to KYC/KYB template creation and configuration.

• View — View available templates.
• Create/Edit — Create new templates or modify existing ones.

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Quick Verification

Allows initiating manual verifications from the Dashboard.

• Run in Sandbox — Run test verifications.
• Run in Production — Run live verifications for real users/businesses.

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Workflows

Manages orchestration workflows used in automated or AI-driven processes.

• View — View workflow logic and configuration.
• Create/Edit — Build or modify workflows.
• Delete — Remove workflows that are no longer needed.

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Settings

• View — View organisation settings, integrations, and configurations.
• Edit — Edit company-wide settings, API keys, integrations, or branding.

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Admin

• Admin AiPrise — Reserved for AiPrise team or super-admin level internal support.

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Team Management

Controls member management.

• View Members — View all team members and their roles.
• Add Members — Invite new team members.

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Roles & Permissions

• View Roles — View all roles and associated permissions.
• Create/Edit Roles — Create new roles or update existing ones.
• Delete Roles — Permanently remove roles not in use.

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Billing

• Billing — Access to billing pages and usage details.

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Compliance Copilot

Manages AiPrise’s AI-driven compliance assistance tools.

• View — View compliance AI outputs.
• Create/Edit — Modify configurations related to the Compliance Copilot.

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Analytics

• View — Access analytics dashboards, pass rates, fraud signals, and trends.

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AI Agent

Controls access to AiPrise’s AI automation tools.

• View — View AI agent configurations and insights.
• Create/Edit — Build or modify AI agent automations.

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Periodic Reviews

Controls access to ongoing monitoring and scheduled re-verification.

• View — View periodic review tasks.
• Create/Edit — Configure or modify review schedules and rules.