Owner is a Sumsub account type with full permissions, including the ability to manage all users, roles and permissions, as well as access to all features available within the Dashboard.

The first account on your key (for newly registered clients) is automatically assigned Owner access. Additionally, these accounts are granted the following features:

• Custom CSV Export
• Self-purchase of additional services and solutions

Besides feature purchase, the Owner account can accept the terms applicable to specific services and solutions on behalf of the customer.

How Owner account works

When a Dashboard user is granted Owner access, they are notified upon their next login. The pop-up window informs the Owner about the availability of the following features:

• Custom CSV Export
• Team management (including the ability to grant Owner access to other team members)

To be able to activate products on the Solutions page, an Owner is asked to accept the consent available under the Get full access button.

Assign Owner to Dashboard account

Set an initial Owner in the Dashboard or grant Owner access to additional accounts:

1. Check whether your key already has any Owner accounts:
   1. In the Dashboard, go to Settings → Team → Members.
   2. Find the team member with the Owner label next to their name.
2. Proceed based on the result:
   1. If an Owner account exists, they can grant Owner access to other Dashboard users. To assign the Owner:
      1. Navigate to the Settings → Team → Members.
      2. Locate the required account in the list.
      3. Select the Edit icon next to the account to open the Edit team member pop-up window.
      4. In the Workspace access settings, select the Owner option.
      5. Save the changes.
   2. If no Owner account exists on your key, contact your Customer Success Manager or Sumsub support team to request Owner access.

Reassign Owner access

If the current Owner account is no longer active in the Dashboard, you can assign the Owner to another Dashboard user. To make another account an Owner:

1. Contact your Customer Success Manager or Sumsub support to grant Owner access to the required account.
2. Configure the inactive Owner account:
   1. Go to Settings → Team → Members.
   2. For the inactive account, select one of the following actions:
      1. Edit (to change the team member workspace access)
      2. Deactivate member
      3. Delete member

Custom CSV Export use

As the Owner, you can use Custom CSV Export to get large volumes of data about applicants who pass identity verification.

To explore Custom CSV Export in detail and view all applicable instructions, see the dedicated page.

Self-purchase of additional services and solutions

The Self-purchase feature allows you to subscribe to additional services directly from the Dashboard through a self-activation flow.

Available solutions for self-purchase include:

• Advanced IP Check

• AllDocs

• Additional ID fields extraction

• Device Intelligence

• Document-based PoA

• NFC verification

• PoA type detection

• Payment Method check

• Fraud Networks

• Reusable KYC

• Travel Rule

• Non-Doc Verification

• Questionnaire

• AML Screening

• Facial Age Estimation

Activate solutions

Follow the steps below to enable new products.

Step 1: Navigate to Solutions page

In the Dashboard, go to the Solutions page and find the Access instantly section.

Step 2: Enable service

In the Access instantly section, click Enable next to the service you want to activate.

Step 3: Confirm activation

When a pop-up window appears, select Enable to confirm the activation.

Step 4: Get setup notification

Once the solution is activated, follow the instructions in the notification to set it up.