APLYiD

How a Company Admin adds a new user to your APLYiD account, chooses their role, and what to do if the invite doesn't arrive.
This guide is for APLYiD Core…

How to add a user (staff member) and choose their role

This guide is for APLYiD Core (support.aplyid.com). Pricing depends on your plan. For prices, contact your Customer Success Manager.

When am I charged for a check? (incomplete, failed, resent or repeat checks)

How to stop a user from accessing APLYiD, for example when a staff member leaves your business, and the difference between suspending and deleting them.

This guide is for APLYiD…

How to remove/suspend a user from APLYiD

How to change where your verification notification emails are sent, turn notifications on or off, and what to do if emails aren't arriving.

This guide is for APLYiD Core (the…

How do I change who gets notified when a verification is completed?

How to set up a direct debit to pay your APLYiD invoices or change the bank details on it

This guide is for APLYiD Core customers.

How do I set up or change our direct debit?

How to update the billing contact your APLYiD invoices are addressed to, and what to do if you need to change anything else.

How to change billing details

How to download a usage report showing the checks your business has run over a period of time, for example to check your usage, match it to your invoice or…

How do I download a usage report of all our verifications?

Changing or Cancelling your APLYiD Core Subscription

This guide is for APLYiD Core (support.aplyid.com).

How does APLYiD collect, store and protect my clients' data?

FAQs for Company Admins managing the portal

Company Admin FAQs

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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