Helpful information when you start to use DirectID

I'm using a DirectID Hosted Page. Where is this located?

We will email you the URL of the Hosted Page.

Is the bank account data masked in the Dashboard?

We do not mask bank transaction details for DirectID customers by default. As a result, whilst you are getting to grips with the system at the start, please do not use your own bank details. Instead, we provide a range of test bank account credentials that you can use.

If you do use your own bank account, please be aware that your financial transactions will be visible in the Dashboard. People usually prefer to avoid sharing this level of personal financial information with colleagues. Please also note that it is difficult to for us remove this information once it is in the Dashboard given the requirements we have to maintain a record of verifications for compliance and auditing purposes.

You should also be aware that the Performance Analytics tab of the Dashboard will also include aggregated information about everyone who goes through the Widget (including testers).

How do I log into the Dashboard? 

We will send you a username and temporary password by email. You'll need to change the password the first time that you log in. 

Please note that this login may conflict with any stored cookies in your system if you have Microsoft Office, especially Office 365. If that is the case, the easiest way to access the Dashboard is to use a different browser than you normally use, or an incognito window, or new 'person' in Chrome. To launch an incognito window in Chrome, you need to click on the three dots in the top right of the browser and select 'New incognito window’.

If you find yourself logging into the Dashboard fairly frequently, we advise you to create a second Chrome identity. To do this, you simply click on your Chrome User Name (found on the top border of the screen, at the right hand side), click ‘Manage people’ and then click ‘Add person’.

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