Elinom Verify User Manual

1. Introduction

The Elinom Verify module is part of the Elinom ERP platform. Verify identity, businesses, employees, and vendors with Elinom Verify.

Open the module from the ERP shell sidebar (#elinom-verify) or directly at public/elinom-verify.html. Authenticated users with module access land on the main workspace; visitors may see a marketing landing page first.

• Elinom Verify administrators — configuration, master data, and approvals.
• Day-to-day users — create and manage records in assigned sections.
• Managers — dashboards, reports, and team oversight.

2. Getting Started

First-time setup checklist

1. Log in with a user that has Elinom Verify access.
2. Open Elinom Verify from the ERP sidebar (#elinom-verify).
3. Complete module Settings and organisation defaults in Company Settings.
4. Review Verification Dashboard and confirm data loads correctly.
5. Run a test workflow before inviting additional users.

3. Verification Dashboard

Approved, pending, and total request KPIs.

How to use Verification Dashboard

1. Navigate to Elinom Verify → Verification Dashboard from the sidebar or #elinom-verify?section=dashboard.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

4. New Verification Request

Submit a verification case.

How to use New Verification Request

1. Navigate to Elinom Verify → New Verification Request from the sidebar or #elinom-verify?section=new-request.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

5. KYC

Individual know-your-customer checks.

How to use KYC

1. Navigate to Elinom Verify → KYC from the sidebar or #elinom-verify?section=kyc.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

6. KYB / Business

Business entity verification.

How to use KYB / Business

1. Navigate to Elinom Verify → KYB / Business from the sidebar or #elinom-verify?section=kyb.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

7. Employee Verification

Workforce background checks.

How to use Employee Verification

1. Navigate to Elinom Verify → Employee Verification from the sidebar or #elinom-verify?section=employee.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

8. Vendor Verification

Supplier due diligence.

How to use Vendor Verification

1. Navigate to Elinom Verify → Vendor Verification from the sidebar or #elinom-verify?section=vendor.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

9. Integrations

Elinom Verify integrates with other Elinom modules including Accounting, Analytics, Company Settings. Data events flow through the platform data bridge so related records stay in sync.

1. Ensure integrated modules are active on your subscription.
2. Configure shared master data in the source module first.
3. Review cross-module links from transaction detail screens where available.
4. Use Elinom Analytics for cross-module reporting when enabled.

10. Troubleshooting & FAQs

• Module locked or padlock overlay — activate the Elinom Verify add-on or contact your billing administrator.
• Blank screen in a section — refresh the page; ensure you are authenticated and the iframe finished loading.
• 401 / 403 errors — session expired or insufficient role; log in again or contact admin.
• Data not syncing — verify the related module is enabled and check Company Settings.
• Missing menu item — your role may not include access; ask an administrator to review permissions.