Chart of Roles and Permissions:
Below is a chart showing which permissions are assigned to each role level in the Portal.
| Org. Admin | IT Admin | Billing Admin | Regional Manager | Location Manager | User |
Dashboard | X | X | X | X | X | X |
Applicants | X |
|
| X | X | X |
WebID | X |
|
| X | X | X |
Billing | X |
| X |
|
|
|
Settings / Users | X | X |
| X | X |
|
Settings / Devices | X | X | X | X | X |
|
Settings / Locations | X | X | X | X | X |
|
Settings / WebID | X | X |
|
|
|
|
Settings / Integrations | X | X |
|
|
|
|
Settings / Updates Management | X | X |
|
|
|
|
Permissions Descriptions:
Below are brief descriptions on what access each permission type grants a user.
Dashboard
The dashboard displays overall data from the organization, regardless of the user's role. However, it can be customized to show data for specific locations.
Applicants
Most roles with "Applicants" permissions can view applicants across the entire organization. However, "Managers" and "Users" are restricted to viewing applicants for their specific location only.
WebID
All roles with WebID access can send authentication invites to applicants. In the WebID tab, each user will only see the invites they personally sent. To view scan results from invites sent by others, users must look up the applicant in the "Applicants" tab.
Billing
The "Billing" tab allows organizations or locations to add to their WebID scan balance (shown at the top right of the portal) and manage or pay for their desktop and portal subscriptions.
Settings / Users
This section enables users to add, edit, or delete users in the portal. Password and MFA resets can also be handled here.
Settings / Devices
Manage settings for PALIDIN Desktop devices in this section.
Settings / WebID
Customize the appearance of the authentication invitations sent to applicants.
Settings / Integrations
Manage integrations with other applications from this section.
Settings / Updates Management
Control how often PALIDIN Desktop devices receive updates and determine whether they stay on the stable release or switch to the insider release.
Editing Users in the Portal:
Click the gear icon on top right
Go to the Users tab
Click on the user you wish to edit
The Update User form will pop-up
To edit the Role, use the dropdown menu under Role to select the permission level you want to assign.
Make your changes and click Update User
If you have questions, please contact support by:
Calling 800.883.8822
Emailing support@fraudfighter.com
Monday-Friday, 7AM - 5PM PST