Set up
Yoti provides a portal that allows you to use our Identity verification service without doing any technical integration.
You will be able to create Identity verification sessions to send to your customers using our new user friendly product without using a line of code!
To get set up you will need to follow these steps:
- Set up an account on the Hub
- Register an organisation and get verified.
- Create an application and choose your configuration setup.
- Log on to the portal
The below will guide you through step by step on how to get set up.
Supported Browsers
Supported browsers
Register with the Yoti Hub
- Open Yoti Hub on a desktop or laptop.
- Create an account
- Complete the organisation registration on Yoti Hub.
Create a service
Here you will to create an Identity verification application in your Yoti Hub. To create your service:-
- Click the services tab in the side menu.
- Choose which product you would like to integrate with, select Identity verification:
- After pressing Continue, click on the No-Code(Yoti Portal) option:
- Fill in the Details tab - including your service name, then click Create.
| Details | Explained |
|---|---|
| Service Name | This is the name of your service in the hub and is used to differentiate between each service in the portal. |
| Technical contact (optional) | This is the contact Yoti can contact you for changes, updates and feedback. |
You will now see the following screen:
Choose your configuration set up
Before you start here get familiar with our user view. See what your users would go through by using the following demo.
You will be provided with a list of checks that Identity verification provides.
- Click on portal preferences.
- Please tick which checks and tasks you wish to have as part of your user sessions.
A session represents one end-to-end use of the ID verification service. Each time the ID verification service is initiated (regardless of which specific tasks/checks are required) a new session is created.
Creating a service > Portal Preferences
Below describes the multiple checks Yoti provides for identity verification. We offer a manual check for most of the checks. If you require a manual check please select the following as part of your check:-
| Check type | Description |
|---|---|
| Always | The requested check will always get manually check regardless of the success of the automated check. |
| Never | The requested check will never get manual checked. |
| Fallback | The requested check will be manually checked if the automated check fails. |
You can select your preference in within each tick box check.
Checks explained
If you understand what checks you want, you can skip this section.
| Name | Manual check available |
|---|---|
| Liveness check | ❌ |
| Document authenticity | ✅ |
| Text extraction | ✅ |
| Face match check | ✅ |
| Supporting documents | ✅ |
| Document comparison | ❌ |
| Address check | ✅ |
| AML check | ❌ |