Clicking the My Cabinet tab will open a dropdown menu where you can gain access to:
- My Profile
- API access
This tab allows you to modify the basic information about your company that you've entered during registration. Please keep in mind that changing those will automatically match all of the documents and widgets that you've already created as well.
This tab allows you to create a Two Factor Authentication
This tab allows you to gain access to all the setting necessary for API including:
- Redirect URL
- Callback URL
- API keys
This tab allows you to invite other people to use your CRM account. It will require you to enter their name, e-mail address and a their role.
- A Developer is someone who gains access to the widgets to embed and manage them(Web-designer or IT department)
- A Manager is someone who gains access to manage requests/messages/KYC verifications(Legal Compliance Officer)
It will also show the status of your invitation and in order to accept it a person would need to either register or log in to our system.