We have released a new Workflow Dashboard that allows you to monitor Workflow sessions directly in our app. This feature brings visibility to processes that were previously only available via the API.
What you can do with the Workflow Dashboard:
• View all Workflow sessions with their current status (completed, awaiting, blocked).
• Track the progress of each action, including Identity Verification, Bank Account Verification, Company Verification, Proof of Address, Watchlist Screening, and Signature Requests.
• Access clear visual indicators for each step.
Who can access it?
The Workflow Dashboard is visible in the app menu for API customers and API trial users with the Admin or Owner role.
To get started, you need to create a Workflow Template.
Important note
The Workflow Dashboard provides monitoring and visibility only. Workflow orchestration still needs to be managed through API calls.
👉 Learn more in our dedicated guide section.