Tenant Portal

Use the tenant portal to manage integration settings and inspect request activity.

Current Portal Pages

  • Dashboard: service status and onboarding progress.
  • Business Verification: paginated CAC request history with status, date, endpoint, and RC/reference filters.
  • AI Processing: tenant-scoped proof-of-address extraction history with request and response detail pages.
  • Investment Services: IPO status, subscription history, and transaction-reference lookup.
  • Developers/API Keys: generate keys and manage product scopes.
  • Webhooks: configure callbacks for enabled product services.
  • Team: invite tenant users where enabled.
  • Settings: tenant profile and workspace preferences.