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Identity verification: turning it on, following it and releasing people

How to require identity confirmation before the test, what it costs and how to release someone who was held.

Identity verification confirms that the person taking the assessment is who they say they are. Before starting, the candidate sends an official document and takes a selfie. A specialist partner checks whether the document is genuine and whether the face in the selfie matches the one on the document.

The result sits in the attempt report, next to the other integrity signals.

Who can set it up

Anyone who can edit assessments turns the verification on and off. Releasing someone who was held requires the Release identity verification permission, which workspace admins already have.

How to turn it on

Open the assessment, go to the Integrity tab and turn on Identity verification, in the Identity block.

Identity block with Identity verification and Require approval to take the test turned on

With it on, everyone who receives this assessment goes through the step before the test. By default, the result does not stop anyone: the person takes the test and the verification is recorded in the report.

To let in only people whose identity is confirmed, also turn on Require approval to take the test, right below. With it on, anyone rejected stays on the step until they try again, when the reason allows it, or until someone at the company releases them.

The change also applies to invitations already sent, because the assessment is read when the person opens the link.

Trying again

When the assessment requires approval and the rejection has a reason the person can fix on their own, they can try again. Those reasons are:

  • The image of the document could not be read: blurry, crooked, with glare or partly covered.

  • The document is expired.

  • The CPF entered is not the one on the document.

The person sees the reason on screen, with tips for the next try. When the result comes from a manual review, they get the same guidance by email. There are up to 2 tries in total, and each one uses credits like a new verification.

Rejections for other reasons, such as a face that does not match the document, do not open a new try, and the screen does not detail the reason to the candidate. In those cases, and after the second try, the person sees a button to contact support and only goes on if the company releases them.

What it costs

Each verification uses Coodesh credits, at the price set in your workspace plan. The credits are reserved when the person opens the capture and become a charge when the result comes in, approved or rejected. If the capture expires with no answer or there is a technical failure, the credits go back to your balance. Each new try is charged as a new verification.

If your balance does not cover the verification when the person reaches the step, it is not applied: the person goes straight to the test and the report shows No credits on the Identity row. Buying credits later does not reopen the step for that attempt.

Integrity card with the Identity row marked No credits and the explanation in the tooltip

Following the results

On the assessment's Invites tab, a line under each person's status shows what needs attention: Identity rejected (in red when the person is being held), Identity under review, Identity not verified (no CPF) or Identity released. Hover over it to see the document, the reasons found, the transaction code and the previous tries.

Invites tab with the lines Identity released, Identity under review and Identity rejected under each person's status

Identity rejected popover with the document, the reason, the previous attempt and the transaction ID

Anyone who tried to start the test without the verification shows up as Blocked at start. The icon next to the status explains why.

In each person's report, the result sits in the integrity card. Hover over the Identity row to see the document type, whether the face matched, the reasons found, the previous tries and, when someone was released, who did it and when.

Identity row tooltip with an RG document, a face that does not match and the release made by Ana Silva

How to release someone

Not every rejection is an attempt at fraud. It can come from a poor photo, a worn document or bad lighting, and sometimes the tries are not enough. That is why there is a manual release, one person at a time.

On the Invites tab, open the row menu and choose Release identity verification.

Invites tab with Rafael Nunes Blocked at start and the menu open on Release identity verification

The person can then start the test. The verification keeps the result it came back with: a rejection stays a rejection on the report, next to the record of who decided to release them. The release is also kept in the workspace activity log.

Frequently asked questions

How long does the answer take?

Usually less than a minute. When the check needs a manual review, it can take up to 24 hours. In that case the candidate gets an email when the result is ready.

What about people with no CPF?

The check runs against the CPF database. Someone who says they have no CPF is recorded as No CPF in the report. If the assessment requires approval, they only get into the test if the company releases them.

Can a rejected candidate try again?

Yes, when the assessment requires approval and the reason is an unreadable image, an expired document or a CPF that does not match: there are up to 2 tries in total, and each one uses credits. Otherwise, only if the company releases them. When the capture expires with no answer, the candidate can restart the step on their own, at no cost and without using a try.

What if the partner is down?

The person is not held back by a problem that is not theirs. The step says the check could not be done, the person goes on to the test and the report records the failure. Nothing is charged in that case.

Does the company receive the photos?

No. The report carries the result of the check: approved or rejected, document type and whether the face matched.

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