Filters | Unity Onboarding

This article walks you through Unity Onboarding + KYC, if you are looking for help for the Unity Client ID Verification product, please view the resources here. If you are looking for help for the Unity PMS product, please view the resources here. 

Filters

There are multiple ways to filter through the 'Individual' table and can be an efficient tool when narrowing the search for a customer.

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Filtering using the search field

The 'search field' can be located at the top of the screen underneath the portal tabs (shown below).

Simply enter either the name, phone number or email address of the customer you wish to search for. The list of available 'Individuals' will be narrowed down if any matches are returned.

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Filtering by 'Status'

There is also the ability to search by status of the invitation by selecting the dropdown menu (shown below).

The options available to filter by are the following:

• Active
• Expired
• Inactive
• Invite bounced
• Invited
• Not invited

Simply select the relevant check boxes in order to action the filter and click 'Apply'. The list of available 'Individuals' will be narrowed down if any matches are returned.

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Filtering by 'ID type'

By selecting the 'ID type' drop down, you will be able to filter by ID document (shown below).

Select the relevant check boxes and click 'Apply'. The list of available 'Individuals' will be narrowed down if any matches are returned.

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Filtering by 'All filters'

When selected, 'All filters' will display a complete set of filtering options (shown below).

The categories to filter by are as follows:

• Status
• Tags (please see the 'Tags' article to learn more)
• ID type
• Journey
• Invited by (shows a list of users in the portal)

Need help?

If you have any questions please reach out to our support team by logging a support ticket!

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