When you’re managing a team who are using the same account as you, it can be challenging at times to ensure everything is noticed and taken care of.

To help you stay up-to-date, MLVerify offers a weekly digest email; one email to selected users each week, highlighting changes on your account.

Enabling the digest email

If you are the administrator of the account, once logged in, go to Settings in the left-hand menu, select Account Preferences and select the Email tab.

You will first need to enable the option to send weekly activity digest emails, which will then reveal a list of users on your account.

You can tick as many or as few as you wish. Each user will then receive a copy of the email on a Monday morning, comparing the last two weeks.

What’s in the email?

The email is made up of four main parts -

Client activity

This area highlights how many clients you have on your account, and how many reviews you have, and includes a comparison to the previous week -

KYC Checks

The next section highlights how many checks have been sent and how many outstanding checks you have. Each title is a link directing you straight to the area of your account to review these in more detail.

Recent Notifications

The notifications area highlights some key things for you to be aware of. If you have company monitoring enabled, any changes will be included here for you to check out.

Making the most of MLVerify

The last section highlights some key areas for you to check out on the MLVerify platform.

There are some key areas of MLVerify that every account should explore, to make the most of their experience. Any areas that you haven’t yet utilised will be shown here.

Something missing?

We’re always open to feedback, so if there’s something missing that you’d like to see here, post on our community forum for consideration.