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1. What are roles?

Roles define what actions a person can perform within the IDmeta platform. Assigning roles ensures that sensitive functions are restricted to authorized individuals only. Common roles include:

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Company admin

  • Full access to the platform.
  • Can manage the company account, create and edit Trust Flows, configure integrations, and handle billing.
  • Can add, remove, or edit users and assign roles.

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User

  • Limited access.
  • Can perform verifications, view results, and interact with Trust Flows based on the permissions assigned by the Company Admin.
This separation of roles helps enforce accountability and data security.

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2. How do I add users under a company?

Company Admins can invite new users to join the company account:
  1. Log in as a Company Admin.
  2. Navigate to the User Management section in the dashboard.
  3. Click Add user.
  4. Enter the new user’s email address.
  5. Assign a role (Admin, Operator, User, etc.).
  6. Send the invitation.
The invited person will receive an email to activate their account and set their password.

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3. How do I assign roles to users?

During user creation or editing, select the desired role (Admin, Operator, User, etc.) from the role dropdown.

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4. How do I add a new role?

Company Admins can create custom roles with specific permissions:
  1. Log in as a Company Admin.
  2. Navigate to the Role Management section.
  3. Click Create role.
  4. Enter a role name (for example, Reviewer or Compliance Officer).
  5. Select the permissions you want the role to have (for example, View validations, Create flows, Delete users).
  6. Save the role.
The new role will then appear in the list and can be assigned to users during creation or editing.

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5. What are the differences between company and user roles?

Company role: Applies at the organization level. For example, Company Admins can access billing, integrations, and manage Trust Flows for the entire company. User role: Applies to individuals. It defines what they can see and do within the company account. For example, operators may only run verifications and view dashboards. This layered approach ensures centralized control for admins while delegating operational tasks to users.

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6. Can I switch my role or position?

Users cannot switch their own roles. Only a Company Admin can update a user’s role. If you need a role change, request it from your company administrator.

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7. Can I change the password of users and Company Admins?

Yes. There are two options:
  • Self-service reset: Users and admins can click Forgot password on the login page to receive a reset link via email.
  • Admin reset: A Company Admin can reset another user’s password by editing their profile in the User Management dashboard.
This ensures users always have a secure way to regain access if they forget their credentials.

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Need help?

If you still face issues after trying the steps above, contact our support team at verify@idmetagroup.com.