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How to start

This guide walks a new customer from provisioning to a first validated verification. The path differs slightly depending on how the platform is deployed:

  • Hosted (SaaS) — Innovatrics runs the platform; there is nothing to install.
  • On-premises / private cloud — the platform runs on your own Kubernetes cluster.

1. Installation & environment​

Hosted (SaaS) — nothing to install. Innovatrics operates the platform and provisions your account (step 2). You will use the hosted dashboard at platform.idv.innovatrics.com.

On-premises / private cloud — Innovatrics provides a Helm-based installation for your Kubernetes cluster. Once the platform is running, your company administrator is also granted access to the admin portal (the super-admin console) where they create their own organization in step 2.

2. Create the organization and first admin​

An organization (your isolated tenant — its own configuration, data, users, and watchlists) must be created, and a first company administrator invited.

  • Hosted — an Innovatrics engineer creates your organization in the admin portal and invites your company administrator by email.
  • On-premises — your company administrator uses the admin portal (super-admin access) to create the organization and invite the first administrator.

Either way, the administrator receives an email with a one-time setup link and sets their own password — no password is issued to them directly.

note

Your organization starts in the Sandbox environment. Validate everything there first, then promote to Production — see Environments.

3. Sign in, connect SSO, and manage users​

Sign in to the dashboard with the administrator account (hosted: platform.idv.innovatrics.com; on-premises: your deployment's dashboard URL).

Then set up how your team accesses the platform, under Users & Access:

  1. Connect your SSO — link your organization's identity provider so your team signs in with corporate credentials.
  2. Import users from your SSO directory.
  3. Assign roles — Administrator, Supervisor, Operator — to each user.
Planned

Per-tenant SSO-connection configuration and bulk user import are planned and not yet available. Today, add team members by inviting them by email (each sets their own password via a setup link) and assigning their role. SSO sign-in is available where enabled for your account.

4. Validate workflows and trust factors​

Before going live, review the verification logic your organization ships with:

  • Workflows — the platform provides template workflows (e.g. onboarding, age check). Review them, clone and modify as needed, then validate and publish, under Workflow Settings.
  • Trust factors — review the Trust Factor thresholds that drive the accept / review / reject decision and adjust them to your risk appetite, under IDV Configuration.

5. Try it with the demo​

Use the demo website to run your workflows end to end and confirm the behavior before integrating.

  • Hosted — the web demo is at demo.idv.innovatrics.com.
  • On-premises — use the demo deployment included with your installation.

6. Set up integration credentials and URLs​

Finally, connect the platform to your systems under Integration Settings. The Integration area has three tabs — API interface, Web redirect, and No-code — kept separately per environment.

Integrating a mobile app or your own front-end (API interface tab):

  • Generate API keys — create and copy your client ID and client secret (the OAuth2 credentials your backend uses to authenticate). You can regenerate them at any time.
  • Register a callback URL — the endpoint the platform calls with the verification result.

Using the hosted web redirect instead (Web redirect tab) — set the URLs users are returned to after verification:

  • Verified URL — on success.
  • Rejected URL — on a rejected/failed result.
  • Unverified URL — when the user cancels.

See Website Redirect for the full redirect flow, or the Integration Overview for all integration options.

See also​