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A new dashboard has been released! This page explains the key differences between the old and new dashboards and where options have been relocated.

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Old Dashboard vs New Dashboard

The new dashboard has been restructured with a more intuitive and systematic organization. The main changes are as follows:

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Structural Improvements

Old Dashboard

  • All options concentrated in a single Settings tab
  • Unclear functional categorization
  • Related features scattered across different sections

New Dashboard

  • Logical grouping under Project Management
  • Clear category-based classification
  • Related features organized in one place

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Key Changes

  1. New Project Management Section: All project-related settings are now in one place
  2. Logical Grouping: Clear categorization into Project Settings, Policy and Authentication, Security Settings, and User Experience
  3. Enhanced Navigation: More intuitive menu structure for faster access to desired settings

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Option Location Change Guide

Find where options from the old dashboard have been relocated in the new dashboard.
Old LocationNew Location
Settings > Project Overview/StatusProject Management > Project Settings > Project Info
Settings > Project Info SettingsProject Management > Project Settings > Project Info
Settings > Pipeline URL and Data SecurityProject Management > Project Settings > System Operation
Project Management > Security Settings > Data Protection
Settings > Project Info Settings (Terms/Return URL)Project Management > Project Settings > Additional Info
Project Management > Project Settings > Integration Info

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Security and Access Control

Old LocationNew Location
Settings > Pipeline URL and Data Security (Private Mode/Token)Project Management > Security Settings > Access Control
Settings > Pipeline URL and Data Security (Encryption)Project Management > Security Settings > Data Protection
Settings > Pipeline URL and Data Security (IP Whitelist)Project Management > Project Settings > System Operation

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Authentication Policy and Settings

Old LocationNew Location
Settings > User Authentication Policy SettingsProject Management > Policy and Authentication > KYC Process
Project Management > Policy and Authentication > Authentication Data
Settings > Multi-Factor Authentication & Anti-FraudProject Management > Policy and Authentication > Anti-Fraud and Forgery Prevention
Settings > AML Feature SettingsProject Management > Policy and Authentication > AML

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Integration and User Experience

Old LocationNew Location
Settings > Webhook Feature SettingsProject Management > Project Settings > Integration Info
Settings > Additional Info CollectionProject Management > Project Settings > Additional Info
Settings > Liveform CustomizationProject Management > User Experience > Liveform Customization
Quick FindIf you can’t find a feature you used in the old dashboard, refer to the table above or use the search function at the top of the dashboard.

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Migration Checklist

All options from the old dashboard have been automatically migrated to the new dashboard.
However, please review the following items for reference.
Items to check when transitioning from the old dashboard to the new dashboard:
1

Check Project Information

Check the following in Project Management > Project Settings > Project Info:
  • Project ID and status
  • Project name and logo
  • Liveform URLs (ID document / Knowledge-based)
2

Check Security Settings

Check the following in Project Management > Security Settings:
  • Access Control: Private mode, Token ID pre-registration status
  • Data Protection: Encryption settings, secure data transfer settings
3

Check Authentication Policy

Check the following in Project Management > Policy and Authentication:
  • KYC Process: ARGOS Score threshold, automatic processing settings
  • Authentication Data: Duplicate check pipeline, submission rate limiting
  • Anti-Fraud and Forgery Prevention: Selfie process, anti-fraud options
  • AML: Watch list filtering, Ongoing Monitoring settings
4

Check Integration Info

Check the following in Project Management > Project Settings > Integration Info:
  • Webhook URL and notification user management
  • Return URL and dynamic field settings
  • Return URL encryption settings
5

Check System Operation Settings

Check the following in Project Management > Project Settings > System Operation:
  • Submission control system status
  • Administrator and reviewer settings
  • IP whitelist management

Dashboard Overview

Learn how to use ID check for the best experience.

Project Info

View and configure project basic information.

Access Control

View Token ID and private mode settings.

Data Protection

View encryption and secure data transfer settings.