From the Evident Dashboard, you on the left-hand side, you can see a tab labeled "Administration."
Click to expand the "Administration" tab and access your Account Setting options. Don't forget to click the "Save" button on the right side after you make any edits.
Administration
Here is a screenshot that shows the what the Administration tab looks like when it has been expanded.
Below is a breakdown of the above categories.
API
This section will be important if you are setting up an API integration with Evident. This section contains your Account Name and API Key. It's also where you'll set-up your webhook notifications. You can learn more about webhooks here.
Branding Settings
Click this button to customize your portal. Be sure to incorporate the following attributes:
- Company Name
- Your brand logo in .PNG or .JPG format with a white or transparent background
- Your primary branding color
Email Settings
Information requests achieve better results when they appear to have been sent directly from the business. This is why it’s very important for your request emails to incorporate as much of your business’ specific branding as possible.
Sender Details;
- Email "From" Name: Who is this email coming from?
- Email "Reply To" Name: If I respond, who does the email go to?
- Email "Reply To" Address: If I respond, what email address does it go to?
The Appearance:
This section is dynamic. Feel free to test out different color schemes by entering in hex codes in the fields on the right. You'll notice the mock up on the left will change accordingly for preview.
FCRA Disclosure & Authorization
In accordance with FCRA requirements, you are required to obtain consent from a user if you're planning to run a verification or a check that could potentially disqualify them from your platform. If you're running an FCRA-style verification or check on your users, please review and edit the FCRA Disclosure statement as advised by your legal council.
Create your own FCRA Disclosure Statement with our easy-to-use text box and tool bar.
Confirmation Message
This message, which you can edit as needed, will display once an ID Owner (IDO) has uploaded their information via the request email. The Confirmation Message field is HTML-supported, so we suggest closing the loop by either directing them back to your website or giving them a next step or a call-to-action.
Link Expiration Message
Once an email request expires, a message will appear when an IDO clicks on the "Begin Now" button, informing them that they need a new link because this one is no longer active. Requests will expire after 30 days if no action is taken by the user. You may customize the headline and messaging as you see fit.
