How to locate open and closed ID checks
Please note, the below answer is only applicable if you order your checks via thirdfort.com
How to Search
To search on the Thirdfort web 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.
Please note: 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’.
I cannot see my ID checks/activities?
Teams - Activities are filed in teams. 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 that you do not share the same team with.
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 over the necessary information.
Related Articles
- Locating Know-Your-Business Results
- Searching for Lite Screening and Identity Document Verification Checks
Need more help?
Please note, the above information may only be applicable if you order your checks via thirdfort.com.
Check out the other articles in this section: Using the Thirdfort portal
These articles should answer most of your questions. However, if you have any further queries please click the live chat button in the bottom right of your screen to talk to a member of the client support team.
Furthermore, should your client have any queries about the process, our dedicated customer support hub will provide the answer to many of your client's questions. From here they can also chat directly with one of our consumer support team who can provide real-time help and assistance.