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Administration overview

Everything under Settings, and what each screen is responsible for. If you are not sure which screen owns a behaviour, this is the map.

ScreenOwnsPermission
TeamWho has access, and what they may doaccount.team.manage
Country defaultsWhich countries are usable, which checks run at intake, what screening classifications mean, which activities are prohibitedcountry_configuration.manage
Risk modelFactors, weights, per-value scores, tier boundariesrisk_configuration.manage
Standing barsWho is barred from future acceptance, and scheme listingsdenylist.manage
Screening listsWhich watchlists sanctions and PEP screening runs againstscreening_configuration.manage
API keysMachine credentials and their scopesapi_key.manage
ProvidersWhat Verity declares to Elm on every request: the usage code and operator idprovider_configuration.manage
Webhook endpointsWhere Verity posts review eventswebhook_endpoint.manage
Webhook deliveriesWhether those posts arrivedwebhook_delivery.view
Audit activityWho did whataudit_event.view

Which screen changes what

A useful way to keep them apart — each answers a different question:

QuestionScreen
Why can this person not approve?Team
Why did no checks run when I created a merchant?Country defaults → intake checks
Why is this gate "not assessed"?Country defaults → activity rules
Why does a PEP match block here but not there?Country defaults → screening dispositions
Why is this merchant medium and not high?Risk model → factors, weights, tiers
Why can this merchant never be approved?Standing bars
Why did screening refuse to run?Screening lists — a subject type with no list behind it
Why does the API return 401?API keys
Why is Yakeen rejecting our usage code?Providers — and check which source the value came from
Why did my system not hear about an approval?Webhook endpoints and deliveries
Who approved this, and what did they know?Audit activity

Setting up a new account

In order, because each step depends on the one before:

  1. Country defaults — add and activate at least one country. Nothing can be created without this, and the intake checks you select here become the checks that block approval later.
  2. Risk model — install the default factors, then fill in country risk and legal form, which ship deliberately empty. Set the tier boundaries.
  3. Team — invite people against role templates.
  4. API keys and webhooks — only if something is integrating.

Two tables ship empty on purpose

Country risk and legal form arrive with no scores. Ranking legal forms is a credit judgement and a country risk table is a compliance artifact — neither is something the product should invent. Until they are filled in, four of the twenty-one default weight points can never be evidenced.

What administration cannot do

No setting here assesses anyone, approves anything, or changes a past decision. Tier boundaries label a score; they do not create one. An assessment already made keeps the thresholds it was scored against.