Only administrators with user management permissions are able to add new users to an organization and generate enrollment QR codes.
Generating a QR code
1
Open Settings
In the iOS app, tap the gear icon (Settings), then tap Team, and select Add new user.
2
Submit biometric authentication
Tap Add user and submit your biometric authentication to proceed.
3
Define the user's role and vault access
Select the permission level for the new user. Choose the role before tapping Continue, then select the vault policies to which the user will have access.
4
Review assigned permissions
Review the permissions assigned across each role, then tap Continue.
5
Generate and share the QR code
Continue following the prompts until a QR code is generated. Share the QR code with the new user. If the administrator and the new user cannot physically meet, the administrator can email the enrollment QR code to the new user or share it securely another way.
A user has access only to the vault policies you assign. If no vault policy is assigned, the user can land as a Viewer until one is added—upgrade them later in the vault under Users. See Managing users. Add-user operations expire if they aren’t approved promptly; if one expires, start it again.
New user enrollment
Once the new user has the QR code and the app installed, they complete the following steps:1
Open the app and review disclaimers
The new user downloads the Anchorage Digital iOS app, reviews, and accepts the disclaimers until prompted to scan a QR code.
2
Scan the QR code
Tap Next to begin allowing access, then tap Continue. Scan the QR code, then tap Accept and Continue.
3
Complete biometric setup
The new user completes the iOS app facial and voice recognition setup. All future verifications will be checked against this original biometric pattern.
4
Submit biometric authentication
Tap Continue and submit biometric authentication.
KYC process
After completing biometric setup, the new user must complete a Know Your Customer (KYC) verification.1
Complete the KYC form
The new user receives an email with a link to complete the KYC form. Open the email and click Open application to begin the KYC process and submit the form with personal information.
Complete the KYC form on a desktop browser. The form is not currently supported on mobile.
2
Await quorum approval
Quorum administrators with user management permissions will receive a notification to approve the Add user operation. This triggers an Anchorage Digital review and approval request.
3
Access granted
Once the operation is approved by the required quorum and reviewed by Anchorage Digital, the new user can log in.
The new user must accept the request to perform KYC and input preliminary personal information during the enrollment scan step. Any future verifications will be checked against the original facial and voice recognition pattern established during setup.