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The Location Manager Role

A
Written by AT Ops
Updated over 4 months ago

Dealer manager, General manager or Sales manager, who can manage users, initiate ID-Checks and see all ID-Check results for that location. ​

User Management

Dealership User Management

A Location-Manager can create, modify and delete an user in the IDC system and assign him all possible Dealership roles :

  • Location Manager : Assigned to a particular Location within a Company

  • Location User : Assigned to a particular Location within a Company

  • Location Viewer : Assigned to a particular Location within a Company

  • Location User Partner : Assigned to a particular Location within a Company

An user can be added by navigating to the User Management tab, selecting the + Add User option, filling out the user's details with a role assignment.

Location Manager/User/Viewer Onboarding

On filling the details and clicking Add User, send an user invitation email with a link to complete the user registration.

Once the onboarded user receives the user invitation mail, the registration needs to be completed by changing the temporary password.

User Registration

Users will be prompted to setup their second factor authentication method during the registration completion step. Please refer to Multi Factor Authentication.

Switching Roles

A Dealership user i.e. Location-Manager, Location-User, Location-Viewer, Location-User-Partner having multiple access/roles, can be switch their roles, like below :

Switch Role

ID Check Execution

Initiate ID-Check

A Location-Manager can initiate a respective ID Check (Fast/Full), either from the LHS tab or from the main screen.

  • Fast ID Check :

Location Manager Fast ID Check

Location Manager Fast ID Check

  • Full ID Check :

Location Manager Full ID Check

Location Manager Full ID Check

There are 2 different modes for delivering the ID Check link :

  1. Generate QR code and a link (a.k.a Onsite)

  2. Send the link directly to the customer's email and phone number (a.k.a Remote)

Remote ID Check option

Initiate a quick ID Check

A new ID check can be initiated using the settings of a previous check, if needed. In this case, the settings from the selected previous check is already pre-filled, allowing the user to initiate a new check real quick. The pre-filled settings can also be updated/edited before initiating the check.

Quick ID Check

Quick ID Check

Quick ID Check

Customer Consent Collection

Upon initiating an ID Check or a quick ID Check, when the customer scans the QR code or opens the ID Check link received in email/SMS, they are redirected to consent collection page.

Consent Collection

Consent Collection

Customer would have the option to review and update the Given Names (First & Middle Name) and Surname, read/agree to the Terms & Conditions, provide consent and proceed with the ID Check.

Display IDC list

Home Tab

A Location-Manager can have a quick view of the ID Check results from the Home screen tab.

The home screen view also provides a quick and easy way to get check for the Recently Created ID Checks and viewing the detailed results.

ID Check Results

Results Tab

By navigating to the Results tab, a Location-Manager can view all the ID Checks results list that have been performed by all the users at that Dealership Location.

Results color coding :

  • Pass : Check has been completed, results were received and Passed the SCORE Required criteria. Indicated in Green color coding.

  • Fail : Check has been completed, results were received and Failed the SCORE Required criteria or the session has timed out, user abort etc. Indicated in Red color coding.

  • Expired : The generated session link was never used. Links generated will expire after 6 hrs for both Onsite and Remote ID Checks, if unused. Indicated in Red color coding.

  • Pending : Check is in Pending state i.e. (neither Passed, Failed, or Expired) Indicated in Grey color coding.

ID Check Results

The IDV Status and IDV Error columns indicates the session's status/error returned by the IDEMIA platform. A mouse hover on the IDV Error provides the description.

Please refer to the below tables for more information on IDV Status and Errors :

| IDV Status | Description |

  • STARTED : Session has started.

  • SUCCESS : Session has been completed successfully.

  • FAILURE : Session has not completed successfully. Refer to the error codes table below for more details.

  • ERROR : The session encountered a technical error during the process. Refer to the error codes table below for more details.

  • HEARTBEAT_TIMEOUT : he session timed out. Refer to the error codes table below for more details.

| IDV Error Code | Description |

  • NO_ERROR : No error encountered during the session.

  • SESSION_NOT_STARTED : The user did not start the session.

  • SESSION_TIMEOUT : The user dropped off (5 minutes inactivity).

  • UNSUPPORTED_CONFIGURATION : The user's device configuration is not supported (OS, Browser, Camera Resolution).

  • USER_ABORT : The user aborted the process.

  • LOA_NOT_REACHED : Minimum target LOA has not been reached

  • PROCESS_TERMINATION : The session ended by itself as the User reached the maximum number of attempts

  • VCI_ERROR : Technical error during Verifiable Credential Issuance

  • TECHNICAL_ERROR : Technical error during the Identity Proofing Session

  • GENERIC_ERROR : Unexpected error during the Identity Proofing Session

Search, Filters and Results View Customizations

A Search on the results can be performed inputting a free text in the search bar.

ID Check Results Search

Results can be filtered by applying desired filters for the available columns.

ID Check Results Filters

Columns can be re-ordered by horizontally dragging them from the Reorder tab.

ID Check Results re-order columns

An user can hide/unhide some columns from the display, based on the preference. Hiding of certain important columns is disabled on purpose to preserve the user experience.

ID Check Results hide-unhide

A user can adjust the width of the columns by dragging them.

ID Check Results adjust column width

Notes :

  1. The preferences set by the user are not persistent and will be lost upon logout.

Display ID-Check Detailed Results

From the Results list, a Location-Manager can view the details of each ID Check results (by clicking the Customer Name) that have been performed at the Dealership Location i.e. by all dealership location users (all Location-Managers & Location-Users).

The Customer Name is extracted from the IDEMIA results, hence, will only be available if the check has been completed and proof files with all the details was received from IDEMIA.

ID Check Results

ID Check Results

ID Check Results

ID Check Results

In the detailed results page, if the provided given names and surnames did matched, it will be indicated as below :

ID Check Results

In the detailed results page, if the provided given names and surnames did not matched, it will be indicated as below :

ID Check Results

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