Dashboard

Configure your trust experiences and review verifications

Overview

The first step to start using MetaMap to verify your users is to set up your MetaMap dashboard account.

You can use MetaMap's dashboard to build and manage in your user's verification experiences:

  • Product and Engineering teams use our dashboard to design and build metamaps that integrate seamlessly into your user journey.
  • Compliance and Operations teams use our dashboard to review verification results, view reports and analytics, and review audit trails.

👍

Get Started

To set up your MetaMap dashboard account reach out to us for a demo.


 

Navigating the Dashboard

Account and Roles

You have one Company account for your whole team. You can add unlimited users across all our available roles.

Role

Permissions

Recommended Usage

Owner

Full permissions

Someone on your team who will administrate your MetaMap account

Admin

Edit access to all features, including user management

For developers, business owners, operations leads

Agent

Can edit verification results, but no access to user permissions, metamaps, or developer settings

For operations teams who need to review and modify verifications

Read Only

View-only permissions for verification results, and no access to user permissions, metamaps, or developer settings

For internal or external auditors

Add a user:

  1. If you are an Admin, select 'Invite a teammate' from the navigation menu
  2. Enter the user's names and email, then select the desired role in the invitation modal
  3. Click on Send to send an invitation to the user's email

Delete a user:

  1. If you are an Admin, click on Settings
  2. Click on Profile next to the user you want to remove
  3. Select 'Delete teammate' at the top right of the Profile page

 

Analytics

Our analytics dashboard allows you to analyze your verification results by metamap, date range, and country.

 

Review verifications

The Verifications tab holds the results of each of your user verifications. This will primarily be used by your team to review and update your verification results as necessary. MetaMap offers a special "Review Mode" experience that makes it easy for you to go through all verifications flagged for review one after the other.

Find out more about how to review, process, and update verification results here.

 

Build Metamaps

A metamap contains the steps that a user must follow in order to be trusted to use your app or services.

The MetaMaps tab is our metamap builder. Admin users can design and configure up to 100 MetaMaps for every verification use case within your application.

We also offer a library of metamap templates in your dashboard. You can view and use pre-configured metamaps instead of creating them from scratch. Explore these templates specifically for your industry and target region for inspiration on how to drive higher conversions and build more secure verification and authentication experiences for your users.

 

Get verification Direct Link

To start using MetaMap with a no-code solution, you can use the Direct Link for each metamap from the MetaMaps tab. You can share this link with your users over email or messaging app to have them complete your verification.

Simply configure a metamaps , then on the right sidebar select "SDK" as the Integration Type, and scroll down to copy the Direct Link. As an alternative you can find it in the Integration tab under the Direct Link section.

The following video demonstrates how you can use the direct link:

 

Integration

Developers can get credentials to authenticate, the Experience ID, and code snippets to implement each metamap into your application from the Integration tab. This tab also holds more resources to help developers as you integrate Metamap.

 

Help Center

The Help Center contains FAQs and support resources in case you have any trouble.

 

Account Policies

Set up account policies to improve your team's operations and dashboard security in your Dashboard Settings.

Verification Notes

When enabled, this policy requires your team to add notes every time they change a verification status. You can also add notes to any historical update made to the verification data.

Password Expiry

When enabled, this policy requires your team to reset their password every 30, 60, or 90 days. By default your password expiry will be set to “never” expire. To configure this, visit the Settings page, and under the Account Policies panel, select a password expiry policy from the dropdown.

 

Languages

MetaMap's dashboard is available in English, Spanish, and Portuguese.

 

Support

You can reach MetaMap's support team is via live chat in the dashboard and by emailing [email protected].


Did this page help you?