Create video KYC session

This guide walks you through creating and sharing a Video KYC session in Identomat Manage — from signing in to sending the verification link to your end user.

Before you begin

Make sure you have the following in place:

• An Identomat Manage account. If you don't have one yet, contact your administrator or reach out to the Identomat team.

• A Video KYC configuration. Configurations define the verification steps your end user will go through. Your administrator sets these up. If none is available yet, request one before proceeding.

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Sign in to Manage

1. Go to Identomat Manage.

2. Enter your email and password.

3. Click Sign in to access your account.

Create a new session

Once you're signed in and a configuration is available:

1. Navigate to the Sessions page from the left sidebar.

2. Click + New session in the top-right corner.

3. In the dialog that appears, fill in the following:

   • Configuration (required) – Select the Video KYC workflow you want to use.

   • Session Name (optional) – Add an internal label to help you identify this session later.

4. Click Generate link.

Share the session link

After the link is generated, you have a few options for getting it to your end user:

• Copy and share manually — Copy the URL and send it via your preferred channel.

• Send via SMS or email — Identomat can trigger delivery through your own messaging service. To enable this, configure callback URLs in your Company settings. Once set up, you'll receive callbacks for link delivery and user actions. See Callbacks for setup instructions.

A few things to keep in mind:

• The link remains accessible from the session detail view if you need to retrieve it later.

• Link expiry is controlled by your workflow configuration. Check with your administrator if you're unsure how long a link stays active.