Roles

Within the SentiLink Dashboard, we have multiple role levels.

• Admin - The administrator of the account. Only Admins can add or modify other users.
• File Manager - Users who are authorized to transfer files to and from SentiLink.
• Risk Analyst - Users who are allowed to review applications within RiskOps.
• Scorer - Users who are enabled for manual scoring of new applications.
• TCVS - Users who are allowed to validate Treasury Checks.

Depending on your account configuration, you may also have the following roles:

• Intercept Search - A powerful identity intelligence tool that provides insights into consumers and businesses. The box with Intercept seats shows your usage (e,g, 8/10) of seats used out of total available.
• Manifest Search - Users who are allowed to search for PIIs in the Manifest.
• eCBSV - Users who are allowed to trigger eCBSV for the applicant

Adding a New User

1. Navigate to the Admin tab within SentiLink Dashboard
2. Click + New User.
3. Set the user to the desired role.
4. Enter the required details and complete the setup process.
5. Ensure the user’s email domain matches your organization’s records.
6. If your company has recently changed your email domain, please reach out to your PSM or tech [email protected] in order to update this on our side.
7. MFA is required, phone strongly preferred. Phones must be able to receive SMS messages.
8. 1. Emails aren't sent if your organization uses SAML for MFA (instead of email or SMS).
   2. If your country code isn't listed in the dropdown, please contact us.
      

Modifying a User

1. Navigate to the Admin Tab within SentiLink Dashboard
2. Find the user and click on the three-dot
3. Choose an option to:
4. 1. Update the user's role or contact information
   2. Reset the user's password
   3. Deactivate the user