TLDR: To search for app-based ID checks on the Thirdfort portal, select the appropriate team from the drop-down menu and search by client's name, mobile number (including country code), file reference, or transaction reference. Searches must be exact and use only one field at a time. Activities are only visible to users within the same team; access to other teams' activities requires contacting the relevant department for permission.
Searching for app-based ID checks
To search on the Thirdfort portal, you must first select a team from the drop-down list.
Please ensure that you have selected the team in which the activity you’re looking for was originally set up: i.e. if the activity was set up by a member of your ‘Operations’ team, you will need to select ‘Operations’ from the drop-down menu.
There are several ways of searching the Thirdfort portal for an activity. You can search using the client's name, their mobile number, file reference or the transaction reference. You can also filter so the search returns all open, closed or aborted checks using the drop-down 'Status' menu.
If you're looking for a specific ID check, we recommend searching using the mobile number as this is most accurate. You need to enter the number in the way it appears on the activity: with the country code included and no extra spaces.
You can only search using one field at a time. When searching by name, the entry needs to be exact. If you are searching for ‘Jane Doe’, the activity will appear when you search for ‘Jane’ OR ‘Doe’, but not if you search ‘Jan’ or ‘Jan Do’.
Why can't I see an ID check?
When initiating an activity, a team must be selected. This activity can then only be viewed by users who have access to this team. As a result, you will not be able to see an activity raised by a colleague with whom you do not share the same team.
If you require access to another team member's activities, please speak to the department or colleague responsible for liaising with our Client Success team and ask them to send us the necessary information.