Configuration: General Tab

The General tab in Configuration lets you establish Dashboard and organization settings. This tab displays by default when you click Configuration.

On the General tab, you can:

• Configure Dashboard settings
• Configure Authentications settings
• Configure SSO redirect URL
• Manage custom fields
• Manage Proof of Address (POA) fields
• Configure manual review options
• Manage custom event types

Configure Dashboard Settings

You can configure one or all of the Dashboard settings described in this task.

1. In the left menu, click Configuration.
2. Under Timezone, use the drop-down to Select timezone.
3. Under Executive Viewing Limits, enter a numeric value or use the increase/decrease icons to set the Session visibility limit in hours.
4. Under Onboarding Link Duration, enter a numeric value or use the increase/decrease icons to set the TTL duration in minutes.
5. Under Onboarding Screencapture Settings, select the checkbox to Enable external analytics, Enable external screenshots, or both.

{/* What do Enable external analytics and Enable external screenshots do? */}

6. Select the checkbox for CSV Export if you want exports to be delivered by email.
7. Under Token Expiration Configuration, enter a numeric value in Token Validity Duration and select a Time Unit from the drop-down. You must configure both settings.
8. Enter a numeric value for Session Timeout Duration to specify when sessions automatically log out after inactivity.
9. If you are finished making changes, scroll to the bottom of the page and click Update Organization.

Configure Authentications Settings

If you're not using Incode for Authentications, you don't need to configure these settings.

1. In the left menu, click Configuration.
2. Under Authentication, enter a URL for Auth Redirect URL.
3. Select the first checkbox if you want to Check if user is blocklisted during authentication.

{/* What does this setting do? */}

4. Select the second checkbox if you want to Enable authentication recording.

{/* What does this setting do? */}

5. If you are finished making changes, scroll to the bottom of the page and click Update Organization.

Configure SSO Redirect URL

If single sign-on (SSO) is not enabled for your Dashboard users, you don't need to configure this setting.

1. In the left menu, click Configuration.
2. Under SSO, enter a valid Redirect URL for your SSO page.
3. If you are finished making changes, scroll to the bottom of the page and click Update Organization.

Manage Custom Fields

If you're incorporating custom fields into your Incode Onboarding sessions, you must configure them here. The Custom Fields module is only available for Flows.

{/* Does the Double option in Custom Field Type mean a decimal number? */}

1. In the left menu, click Configuration.
2. Under Custom Fields, click the plus sign (+) to create a new custom field.
3. Enter a Custom Field Name.
4. Select a Custom Field Type from the drop-down.
5. If you selected date, select a Custom Field Format from the drop-down. Otherwise, this field is unavailable.
6. If you are finished making changes, scroll to the bottom of the page and click Update Organization.

Manage POA fields

This section applies and is mandatory only if your onboarding Flow or Workflow captures power of attorney (POA) documents and extracts information from them using optical character recognition (OCR).

{/* Does POA here mean Power of Attorney or Proof of Address? */}

1. In the left menu, click Configuration.
2. Under Mandatory POA Fields Configuration, click the plus sign (+) to create a new POA field.
3. Select a field from the Add POA Fields drop-down.
4. If you are finished making changes, scroll to the bottom of the page and click Update Organization.

Configure Manual Review Options

This section lets you configure settings that apply when an onboarding session requires manual review. You can also populate a list of reasons for onboarding rejection, approval, or both.

1. In the left menu, click Configuration.

2. Under Manual Review Options Configuration, select the checkbox if you want to Allow custom reasons only.

{/* What does this do? */}

3. Select the checkbox if you want to Automatically create Identity after manual approval.

{/* What does this do? */}

4. If you want to Add Reason for Reject/Approve:

{/* What does this do? */}

1. Click the plus sign (+).

2. Enter a value in the text box.

3. If you are finished making changes, scroll to the bottom of the page and click Update Organization.

Manage Custom Event Types

1. In the left menu, click Configuration.
2. Under Event Type Configuration, click the plus sign (+).
3. Enter a name in Add Custom Event Type.

{/* What does this mean? */}

4. If you are finished making changes, click Update Organization.