KYB Service Management and Access

The KYB Service section is now live in the Blockpass Admin Console, offering a simplified and centralized approach to managing your KYC/KYB services. This latest update introduces new features to enhance user experience and efficiency. While some features are still in development, you can start using the following tools right away:

Key Features:

• Centralized Management: Access all your KYB services directly from the Admin Console, eliminating the need to switch between multiple platforms.
• Effortless Updates: Easily change service names and add new team members.
• Quick Links: Jump straight to essential KYB tools like the KYB dashboard and shareable link with just one click.

Access the KYB Service section

To access the KYB Service section, log in to the Admin Console at console.blockpass.org.
Once logged in, navigate to the top of the page and click on the KYB Service option to view your comprehensive list of KYB services.
Within this section, you have the ability to search for specific services and view the following details:

• Service Logo & Service Name
• Client ID: This is generated upon the creation of the service and cannot be changed.
• Status: By default, all services are set to Active status.
• Actions: 
  • • Dashboard: Clicking this icon will take you directly to the KYB dashboard associated with that service.
    • Shareable Link: By clicking this icon , you can obtain the shareable link for the KYB public form. This link is essential for enabling your business users to submit their KYB information seamlessly.

Accessing a Specific KYB Service

To access a specific KYB service, simply click on the row corresponding to the service you wish to manage. Within the service interface, you will have the capability to perform several actions:

Display tab

In this tab, you can modify the service name and upload a logo. Don’t forget to click the 'SAVE' button at the bottom of the page after making any updates to ensure your changes are recorded.

Team tab

It is important to note that KYC and KYB services are managed independently. Therefore, adding a member to a KYC service does not automatically grant them access to KYB services. You will need to add team members to each service individually.

• Step 1: Click the ADD MEMBER button.

• Step 2: Enter the member's email address, assign the role of Manager, and then click SEND INVITE to send them an invitation.

• Step 3: The invited member will receive an email containing instructions to access the Console.

Remove a team member:

• The console does not currently support removing team members directly. To remove a member, please contact us via email at sales@blockpass.org for assistance.

Shareable link

Easily get a link to share with Business Users for KYB profile submissions. The link remains consistent for each service.

KYB Dashboard

Access Business User data and KYB verification statuses. For more information, visit the KYB Dashboard Overview.