Approve and decline applicants manually
Act on applicant profiles based on verification results.
You can approve and decline applicants manually in case the verification decision was made incorrectly.
Get started
To approve or reject applicants:
- In the Dashboard, go to the Applicants page and open an applicant profile.
- In the upper-right corner, click Change applicant status. Upon initiating the applicant status change, the profile goes into the Requires action status.
- Recheck the profile:
- For documents and selfies, click Return to review and set the temporary and final rejection labels as necessary.
- For watchlists, change the match status to False positive.
- For Liveness & Face match and Summary, manually edit the check results as necessary by clicking the pencil icon.
- Select Approve or Reject, depending on your verdict.
When you select Reject, you will be prompted to choose the rejection reason. Once you set the rejection reason, click Reject applicant.
You will have the option to customize the message that will be shown to the applicant in case of rejection. To do so, open the permission settings and make sure that the Use moderation buttons checkbox is not selected.
Note
- Avoid picking profiles that are in the Processing status for manual review and making any other changes to such profiles.
- The Approve button is not available in the following cases:
- An approval request is in progress.
- There are red flags in Face match, cross-validation, or watchlist checks.
- There are unresolved watchlist hits that need to be handled before approval.
- There are reject reasons that need to be removed to approve the applicant.
- There are rejected documents that need to be handled to approve the applicant.
- The Reject button is not available in the following cases:
- An approval request is in progress.
- There are unresolved watchlist hits that need to be handled before approval.
- Not enough permissions.
Reset SPAM rejection
Change the verification status of an applicant profile that has been rejected for SPAM:
- In the Dashboard, open an applicant profile and in the top-right corner, click Change applicant status.
- Click Reject and unselect the SPAM label and other final rejection labels (all red labels) if you want to let the applicant continue verification.
- Select the temporary rejection labels (blue labels), scroll down, and click Request resubmission, so the applicant gets a temporary rejection.
Note
The Sumsub support team cannot handle this process due to security requirements and for the purpose of logging actions in the system.
Updated about 10 hours ago