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UK — APLYiD Training Guide

A complete training guide for UK APLYiD users — sending verifications, reading results, managing users, and handling common issues.

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This guide covers everything you need to know to use APLYiD confidently — from sending your first verification to reading results and managing your team. It is written for UK users but most steps apply across all regions.

Getting started

APLYiD is a biometric identity verification platform. You send a link to your client, they complete the process on their own device (no app download required), and you receive the result — typically within a few minutes.

To log in, go to your APLYiD portal URL and enter your email and password. If you haven't set up your account yet, check your inbox for an invitation email from APLYiD and follow the link to create your password.

User roles

APLYiD has four user roles. Your Company Admin assigns roles when creating accounts.

  • Company Admin — full access. Can manage company settings, invite and remove users, send verifications, and view and download every check across the whole organisation.

  • AML Supervisor — can send verifications and view and download every check from every user. Receives notifications for all completed verifications.

  • Agent — can send verifications, receives notifications for their own checks, and can view and download their own results. This is the default role for most staff.

  • Initiator — can only send the verification link. Results go to their assigned Agent, who is notified and can download.

Adding a new user

  1. Go to Settings > Accounts in the left-hand navigation.

  2. Click Create Account.

  3. Enter the new user's details and select their role.

  4. Click Save. The user will receive an invitation email to set their password.

Removing or suspending a user

  1. Go to Settings > Accounts.

  2. Search for the user.

  3. Click Actions next to their name and select Suspend or Delete.

Suspend is recommended in most cases — it removes access but keeps all their completed checks in the system. Delete removes access and permanently deletes all checks associated with that user.

Sending a verification

  1. From the APLYiD home screen, go to Biometric > Verify.

  2. Enter the client's first name and last name exactly as they appear on their ID.

  3. Enter their mobile number with the full international dialling code (e.g. +44 for UK, +64 for NZ, +61 for AU).

  4. Enter a reference — internal only, used to group and search checks in your portal.

  5. Click Send. Your client receives an SMS with a unique link.

Alternatively, you can generate a link to send via email. See How to create a link to send via email.

Finding results

When your client completes their verification, you will receive a notification email with a direct link to the result (if notifications are enabled). You can also find it manually:

  1. Go to Biometric in the left-hand navigation.

  2. Click the Completed tab.

  3. Search by client name or reference to locate the check.

Reading results — quick reference

  • Pass — all checks cleared. Download the PDF and save it.

  • Review — one or more checks need your assessment. Open the check, review the flagged section, add notes, and manually pass or fail.

  • Fail — one or more checks failed. Review the result, consider a manual verification, or contact support if you believe it is a system error.

  • Error — the check did not complete. Resend the link so the client can try again.

For a full breakdown of the result screen and each component, see Results overview — understanding your verification results (NZ, AU, UK).

Common scenarios

My client hasn't received the SMS

Check the mobile number was entered correctly, including the country code. Wait up to five minutes, then use the Resend link option in the In Progress tab. If it still doesn't arrive, try sending via email link instead. See My client hasn't received their verification SMS or link.

The check shows Review — name mismatch

Go to the Extracted Data section on the result screen. Check for any formatting difference between the name on the ID and what was captured (e.g. middle name, hyphen, spacing). If the extracted data is wrong, you can edit it and resubmit. The check will update to Pass if the corrected data then matches.

The liveness check failed

Watch the biometric video. If the client appears to be genuine, you can manually pass the check with a note. If you are unsure, ask the client to redo the verification on a well-lit device. See Why has my biometric check failed?

I can't find a completed check

Check the Archived tab — checks older than 7 days are automatically archived. If it was sent by a colleague, you will need Company Admin or AML Supervisor access to see their checks. See Where to find a completed verification.

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