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  1. DirectID
  2. Dashboard

Dashboard

Getting Started

  • Accessing the Dashboard
  • Adding agents to the Dashboard
  • Personalising the wording of Dashboard emails
  • Sending emails with the Send Connect Request Panel
  • Track Request Panel

General Questions

  • Why does the ‘download statement’ button appear only for certain users?
  • How many agent licenses can the Dashboard support?
  • In downloaded user reports, why is the end of day balance missing for some days?
  • For the Dashboard, what does DirectID use for the email feature and templates?
  • Dashboard browser compatibility
  • Can we send a text via the Dashboard for Connect requests?
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Company registered in Scotland SC400459 • DirectID is brought to you by The ID Co., a registered and authorised Account Information Service Provider by the FCA • AISP registration number 798579 • We're commited to protecting your data, our ICO number is ZA384596