quora Settings

Settings

Security

ShuftiPro heavy rely on its security features which can be easily accessed and changed by following these easy steps:

  1. Log-in to Shufti Pro back-office using back-office credentials (Email and Password)
  2. Click on the “Settings” tab
  3. Select the option of “Security” from the opened tab
  4. You will see a window open up on the right side of the screen with the following options
    • 2FA Configuration
    • SAML Authentication
    • Password
    • P2 Data

You can select any of these options to perform the action you want.

2FA configuration:

Shufti Pro back-office has a number of options when it comes to changing certain settings for the account depending on the requirements.

These functionalities are available for both Test and Production environments.

Follow the below-mentioned steps to enable 2-factor authentication:

  1. Log-in to Shufti Pro back-office using back-office credentials (Email and Password)
  2. Click on the “Settings” tab
  3. Click on the “Security” tab
  4. Choose the option named “2FA Configuration”

This will further gives you two options:

  • Email-based 2FA
  • Google Authenticator

You can choose the option you prefer to enable or disable the 2FA configuration.

SAML Authentication:

ShuftiPro SAML enables Single Sign-On (SSO), where users only need to authenticate once to access multiple web applications.

To enable the SAML Authentication just follow these steps:

  1. Log-in to Shufti Pro back-office using back-office credentials (Email and Password)
  2. Click on the “Settings” tab
  3. Select the option of “Security” from the opened tab
  4. Choose the option of “SAML Authentication”.

This will direct you to the next page where you will have to submit the information required in “SSO URL”, “Identity Provider URL” and “Public Certificate” to enable the SAML authentication.

Change Back-Office Password:

Shufti Pro back-office has a number of options when it comes to changing certain settings for the
account depending on the requirements.

These functionalities are available for both Test and Production environments.

  1. Log-in to Shufti Pro back-office using back-office credentials (Email and Password)
  2. Click on the “Settings” tab
  3. Select the option of “Security” from the opened tab
  4. Choose the option of “Password” to change it

A dialogue box opens with the fields of “Current Password”, “New Password” and “Confirm Password”

  1. Enter the required information

Enter the required data in these fields and make sure “New Password” and “Confirm Password” fields are the same

  1. Click on “Update Password”

After following the above-mentioned steps, the “New Password” is activated for the account and only this will be accepted for log-in.

P2 Data:

ShuftiPro offers the option to toggle between hiding or displaying P2 data, providing users with control over the visibility of sensitive information.

To use this feature follow these simple steps:

  1. Log-in to Shufti Pro back-office using back-office credentials (Email and Password)
  2. Click on the “Settings” tab
  3. Select the option of “Security” from the opened tab
  4. Click the option of “P2 Data” to change it.

Simply clicking on the P2 Data can change it from Show to Hide and vice versa.

Access API keys (Test and Production)

Shufti Pro back-office has a number of options when it comes to changing settings for the account
depending on the requirements.

These functionalities are available for both Test and Production environments.

  1. Log-in to Shufti Pro back-office using back-office credentials (Email and Password),

On the top left corner make sure you have shifted to the desired environment (Test/Production). Make

sure you switch to the desired environment before proceeding.

  1. Click on the “Settings” tab,
  2. Select the option “API keys”,

A dialogue box opens displaying API keys. The user can simply copy the API keys for use.

  1. Click on the button next to the API keys to copy them.

Note: API keys are different for both Test and Production environments. Moreover, a user can change
the API secret key but it must be at least 32 characters.

Change Time-Zone

Shufti Pro back-office has a number of options when it comes to changing certain settings for
the account depending on the requirements.

These functionalities are available for both Test and Production environments.

Follow the below-mentioned steps to change timezone:

  1. Log-in to Shufti Pro back-office using back-office credentials (Email and Password)
  2. Click on the “Settings” tab
  3. Click on the option “Set Timezone”

A drop down list appears from which the user can set the timezone for verifications

  1. Click on “Update Timezone” to finalize the selection

In case the user updates the Timezone, all verification data is stored with respect to the time frame
of the selected region.

Creating Secondary Users

Shufti Pro back-office has a number of options when it comes to changing certain settings for the
account depending on the requirements.

These functionalities are available for both Test and Production environments.

  1. Log-in to Shufti Pro back-office using back-office credentials (Email and Password),
  2. Click on the “Settings” tab,
  3. Select the “Secondary Users” tab,

On the top right corner, in the dialogue box click on the option “Add Secondary Account”. Upon
clicking the “Add Secondary Account” button, a dialogue box will appear. This is where the user has
to enter information regarding secondary users.

  1. Click on “Add Secondary Account”
  2. Enter the required information and select the desired services for allocating permissions.

Note: The secondary users are allowed to access features that are activated by the primary user.
These permissions can be changed by accessing details and editing them.

Access Secondary Account Details

Shufti Pro provides its clients with an option to add Secondary users associated with the primary
account. The primary account can assign permissions and other specifications of the secondary
users. Each secondary user has an email and password associated with it. There is a limit for the
number of secondary users for every account. As of now, it is set to 25.

Follow the steps below for accessing details and creating secondary users:

  1. Log-in to Shufti Pro back-office using back-office credentials (Email and Password),
  2. Click on the “Settings” tab,
  3. Select the “Login History” tab
  4. This tab shows the following details of associated account’s logs.


Name/Email
Browser
Device
IP address
Time

The user can search for secondary users using this tab. It shows the status, permissions and
actions against each secondary user.

Note: Primary users have an option to create up to 25 secondary accounts.

Data Retention

Shufti Pro has options for the user to customize the data retention period as per their requirements.

Follow the steps below for accessing details and creating secondary users:

  1. Log-in to Shufti Pro back-office using back-office credentials (Email and Password)
  2. Click on the “Settings” tab
  3. Select “Data Retention Policy”

This will provide you with an option to select different time periods for data deletion.

  1. 2 years (by default)
  2. Never delete verification data
  3. Delete verifications data instantly
  4. Custom Period: Delete data after  day(s)

Depending on the requirements, you may select the desired period.

The settings will be applicable to both the past and the future data. For example, if you change the period from 4 years to 2 years, then all the data will be deleted which is older than 2 years right now or as soon as it gets older than 2 years in the future.

The user can search for secondary users using this tab. It shows the status, permissions and
actions against each secondary user.

Note:*New settings will be applicable in 48 hours.

Callback & Redirect URL

Shufti Pro allows clients to restrict callback & redirect URLs from the back-office. The purpose of this configuration is to allow results to be posted to specified URLs only. To add these URLs, please follow these steps;

Follow the steps below for accessing details and creating secondary users:

  1. Log-in to Shufti Pro back-office using back-office credentials (Email and Password)
  2. Click on the “Settings” tab
  3. Select “Callback and Redirect URLs”
  4. Click on “Add Domain”
  5. Select the type as Callback OR Redirect
  6. Enter the URL in domain section
  7. Click on “Submit”

This will apply the restriction for these URLs. The URLs specified within the back-office can be used within the API request.

Document Originality

Shufti Pro provides clients with the ability to change originality settings through the back-office. By default, scanned, photocopied, laminated, paper based, handwritten, cropped and screenshots of document images are not accepted. However, using the originality setting tab the acceptance of these documents can be enbaled.

  1. Log-in to Shufti Pro back-office using back-office credentials (Email and Password)
  2. Click on the “Settings” tab
  3. Select “Document Originality”

Select the options you want to enable for acceptance. This configuration will be applicable to all verifications being performed from the account.

4.  Click on “Update”
Please make sure that the API based configuration for this feature is not in conflict with the configuration set through the back-office.

Customize your iFrame

Shufti Pro provides a facility to customize the Shufti Pro iFrame as per your requirements. Please follow the steps mentioned below to customize the iFrame:

  1. Log-in to Shufti Pro back-office using back-office credentials (Email and Password)
  2. Click on “settings tab”

The user will land on the settings tab and can select the option on the left-hand side stating “Custom iFrame”.
After selecting this option, the client can customize the iFrame colors, logos, fonts etc as per their requirements.