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Accepting Partner Invitations

Overview​

If your organization has been invited to access KYC verification results from a partner organization through KYC Passport, this guide will help you accept the invitation and start accessing shared flow results.

Prerequisites​

Before accepting a partner invitation, you need:

  • An invitation email from the partner organization
  • The invitation code (OTP) included in the email
  • Admin access to your organization (for existing users)
  • Or, ability to register a new organization (for new users)

For Existing Organizations​

If you already have an organization on the Zyphe platform, follow these steps:

Step 1: Check Your Invitations​

When you receive a partner invitation, you'll be notified through:

  • Email notification with invitation details
  • In-app notification in your dashboard

Step 2: Review the Invitation​

Log in to your dashboard and navigate to the Invitations section to view pending invites. Each invitation shows:

  • The inviting organization's name
  • The flow name and type
  • What data will be shared
  • When the invitation was sent
  • Expiration date of the invitation

Step 3: Accept or Reject​

After reviewing the invitation details:

  1. Click on the invitation to view full details
  2. Choose to Accept or Reject the invitation
  3. If accepting, enter the verification code from your email
  4. Confirm your decision
Access to Data

Once you accept an invitation, you immediately gain access to all flow results created from the moment the invite was sent, provided users have given consent to share data with your organization.

Step 4: Access Shared Flow Results​

After accepting the invitation:

  1. Navigate to the Shared Flow Results section in your dashboard
  2. You'll see all flow results shared from partner organizations
  3. Filter by partner organization or flow name
  4. Click on a result to view the full verification data

For New Organizations​

If you don't have an account on the Zyphe platform yet:

Step 1: Receive the Invitation​

You'll receive an email with:

  • A secure invitation link
  • A verification code (OTP)
  • The inviting organization's name
  • Flow details that will be shared

The link in the email will direct you to the organization registration page with the invitation pre-filled.

Step 3: Complete Organization Registration​

Fill out the organization registration form with:

  • Organization name
  • Your admin email (pre-filled from invite)
  • Password for your account
  • Organization details
  • Verification code from the email

Step 4: Automatic Acceptance​

Once you complete the registration:

  • The invitation is automatically accepted
  • Your new organization is linked to the invitation
  • You immediately gain access to shared flow results
  • You can start accessing verification data from the partner

Step 5: Set Up Your Organization​

After registration, you can:

  • Add team members to your organization
  • Configure notification preferences
  • Review shared flow results
  • Set up your own flows if needed

Understanding Shared Data Access​

When you accept a partner invitation, you gain access to:

Available Data​

  • Verified identity documents
  • Personal information (name, date of birth, address, etc.)
  • Verification results and status
  • Any additional data collected in the flow (forms, wallet verification, etc.)

Data Limitations​

  • Time-based access: You can only access data from users who completed verification after the invite was created
  • Consent-based: You can only view data from users who explicitly consented to share with your organization
  • Flow-specific: Access is limited to the specific flow mentioned in the invitation

No Access To​

  • Historical data from before the invitation was sent
  • Data from users who declined consent
  • Data from other flows not included in the invitation

Invitation Lifecycle​

Invitation Validity​

Partner invitations have an expiration period:

  • Invitations are valid for a limited time (check the email for specific expiration)
  • Expired invitations cannot be accepted
  • Partners can resend expired invitations with a new code

Resent Invitations​

If your invitation expires or you didn't receive it:

  • Contact the partner organization to resend the invitation
  • You'll receive a new email with a fresh verification code
  • The previous invitation code will no longer work

Rejected Invitations​

If you reject an invitation:

  • The invitation is permanently closed
  • No data is shared with your organization
  • The partner can send a new invitation if needed in the future

Compliance​

Ensure your organization:

  • Has a legal basis for processing shared data
  • Provides privacy notices to end users if needed
  • Respects user rights (access, deletion, etc.)
  • Maintains proper data processing agreements with partners

Need Help?​

If you have questions or need assistance:

  • Review the FAQ for common questions and troubleshooting
  • Contact the inviting organization directly
  • Reach out to Zyphe support