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Creating a Ruleset

To set up your own or edit existing rulesets click on the Rulesets tab

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You will be presented with a list of shared rulesets as well as any you have created with the Add new ruleset feature. By clicking on Add New Ruleset you will need to enter a name for your new ruleset. After entering, click Create.

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To select the ID options you require an applicant to provide you can add group. A group may consist of as many ID documents as you wish. You may need to create multiple groups if you need different categories of ID.

As soon as you add a group you will need to name the ID category, we normally name ours Commencement, Primary and Secondary Documents.

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Clicking on the documents box presents you with a full list of available ID options to verify. You can choose the ID you wish to receive from your applicants.

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