• Getting Started
  • KYC
  • On-demand

KYC Getting Started: Account Settings

  • Lara Portelli
    Lara Portelli
    Customer Onboarding Webinar Specialist
  • Lucas Newman
    Lucas Newman
    Education Manager

Learn how to set up your account for smooth, safe, and scalable KYC operations

This 30-minutes Session covers:

  • Global settings
    Optimize your defaults to ensure accuracy, consistency, and control across your entire workflow
  • Roles that protect your setup
    Define permissions so your team can work confidently without risking accidental changes
  • Verification flows with country-specific limits
    Build smart flows tailored to each market’s requirements, keeping compliance clean and simple
  • Payment method verification
    Add an extra layer of trust by validating cards and accounts as part of your KYC process
  • Analytics & monitoring
    Track performance, spot bottlenecks, and gain actionable insights to continuously improve your verification flows

Why Join?

  • Short, practical session
  • Clear explanations you can apply immediately
  • Live Q&A to get answers to your real use cases
  • Certificate of completion included

This session is part of our webinar series for customers beginning their journey with Sumsub