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Inviting Partner Organizations

This guide walks you through the process of inviting partner organizations to access KYC verification results from your flow.

Prerequisites​

Before inviting partners, ensure you have:

  • An active flow created on the Zyphe platform
  • Admin access to your organization
  • Partner organization's admin email address
  • Partner organization's name

Step 1: Navigate to Your Flow​

Log in to the Zyphe Dashboard and navigate to the Flows section. Select the flow you want to share results from.

Step 2: Access the Partners Section​

In the flow details page, locate the Partners section. This is where you can manage all partner invitations for this specific flow.

Partners section showing list of invited partners
The Partners section displays all invited partner organizations and their invitation status

Step 3: Invite a New Partner​

Click the Invite Partner button or use the action menu to open the partner invitation dialog.

Step 4: Fill in Partner Details​

In the invitation dialog, provide the following information:

  • Partner Admin Email: The email address of the partner organization's administrator who will receive the invitation
  • Organization Name: The name of the partner organization (this will be displayed to users during consent)
Partner invitation modal with email and organization name fields
Enter the partner admin's email and organization name

Step 5: Send the Invitation​

Click Send Invitation to send the invite. The partner will receive an email with:

  • A secure invitation link
  • A verification code (OTP)
  • Instructions on how to accept the invitation

What Happens Next?​

For New Organizations​

If the invited partner doesn't have an account on the Zyphe platform:

  1. They receive an email invitation with a secure link and verification code
  2. Clicking the link directs them to the organization registration process
  3. During registration, they'll use the verification code to confirm the invitation
  4. Once registered, the invitation is automatically accepted
  5. The new organization immediately gains access to shared flow results (from the invite creation date forward)

For Existing Organizations​

If the partner already has an account:

  1. The admin receives the invitation via email and in-app notifications
  2. They can review the invitation details in their dashboard
  3. They can choose to Accept or Reject the invitation
  4. If accepted, they gain access to all flow results from the moment the invite was created
  5. If rejected, no data is shared and the invitation is closed

Data Access for Partners​

Once a partner accepts the invitation and users provide consent:

  • Partners can view shared flow results through their dashboard
  • They access data through the Shared Flow Results section
  • Partners can only access data from users who:
    • Completed verification after the invite was created
    • Explicitly consented to share data with the partner

Need Help?​

If you encounter any issues or have questions about inviting partners: