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.
Table Configuration
'Table Configuration' is available on a User-by-User basis, meaning any changes made to a person's account won't be reflected across all users.
The purpose of this feature is to either expand or limit the information provided in the 'Individuals' table (shown below).
1. To alter the current 'Table Configuration', select the 'Settings Cog' located to the top right of the screen.
2. Select 'Table Configuration' from the menu that appears.
3. In the 'Table Configuration' wizard, the following section will be available to review:
- Details
- Documents
- Data Checks
- Journeys
Simply select or deselect the relevant checkboxes and when you are happy with your selection, click on 'Apply'.
Any changes made will be visible on the 'Individuals' tab.
Need help?
If you have any questions please reach out to our support team by logging a support ticket!
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