Account Setup

Create and configure your MySheerID account.

Create Account

Create a new account or access your existing account to get started with your offer programs.

New Customers

If you are a new SheerID customer, your first step is to create an account in our self-service portal, MySheerID.com. Click here to create a free account using your work email address.

Existing Customers

If you are an existing SheerID customer but you are new to MySheerID.com, do not create a new account. You will instead need to contact SheerID support to access your existing account, in order to migrate your programs to MySheerID.

See our Migration guides for the setup instructions for your implementation type:

Two-Factor Authentication

We understand the need for additional security, both for our customers and for their stewardship of their customers’ data. In addition to our industry-standard security measures, such as encrypted server communications, robust web session management, and automatic logouts, we also provide Two-factor authorization (2FA) for added login security.

Note: The 2FA program setting protects access by your employees to MySheerID and the program configuration, API keys and consumer Personally Identifiable Information (PII) it includes. This setting is not related to how consumers interact with your form(s) when being verified by SheerID.

Getting Started

In the Settings »» My Profile section of MySheerID, you should see that Two-Factor Authentication is set to Off. Contact SheerID Support to enable the flag for your organization.

2fa

Once your account administrator enables the 2FA flag for your company, all users in your organization must configure 2FA to sign in to MySheerID.

Setup

After 2FA is enabled for your account, you will be prompted to register with our 2FA provider, Duo, when you first attempt to log in to MySheerID:

2FA Setup

  1. Click the Start setup button to begin the process.
  2. Choose from one of the available device options for the 2FA process. We strongly recommend choosing Mobile.
  3. Continue through the enrollment process by adding your mobile phone number, selecting your operating system, e.g., Android, iOS, and using the Duo mobile app to authenticate your device.
  4. After registering and authenticating your device with the Duo mobile app, you are ready to log into MySheerID. Click “Send Me a Push”, and approve the login request from your phone.

2FA Finish

If you encounter any issues with the Duo enrollment process, please consult the Duo Enrollment Guide.

User Roles and Permissions

When a new company account is registered at MySheerID, the person who creates the account will have the administrator role. This user can then invite new users to the organization and assign the appropriate roles and permissions to each user depending on job function(s).

If you have a MySheerID account with an administrator role, click the Settings icon on the left-hand navigation menu, then the Users tab to manage user roles and permissions. If you do not have the admin role, you will not see the Users tab in this view. Contact an internal MySheerID admin if you require admin access.

User Profiles

Roles

A user may have one of two roles: Administrator or User. To assign or revoke admin privileges for a user, click the dropdown caret next to the user’s role in the Role column. See above image for an example.

Administrator

A user with an Admin role may:

  • Access the Users tab under Settings
  • Invite new users to join the account
  • Upgrade any user to Admin role
  • Delete a user
  • Change permissions of a User or Admin, including themself

User

A user with a User role may not perform the administrator functions above, and must be granted permissions by an Admin. These permissions are based on job function, e.g., API access for developers, Customer Service roles for Support personnel, etc. Permissions are defined in the next section.

Permissions

To assign or unassign permissions for a user, click the edit icon next to the user’s permissions in the Add-On Permissions column, and select or deselect as appropriate. See above image for an example.

User Permissions

Available permissions with respective access levels are as follows:

Program Admin

  • Has access to the Programs area
  • Can edit any program.

Reporter

  • Has access to the Reporting area
  • Can see and interact with the Performance Dashboard
  • Can download the verification report CSV. The report has full verification detail including any custom metadata saved with the verifications.
  • Has access to the Bundles section of Settings and can view the report

Customer PII

  • Downloaded verification reports can include consumers’ name, email, DOB, and any other collected PII

Customer Service

  • Has access to Customer Search tool within the Reporting area. See Reporting.
  • Can search all verification history by customer’s full name, email, or verificationID and in some cases, also have option to do a wildcard search on phone number.

Customer Service Specialist

  • When added to a user with the Customer Service permission, adds the ability to access and download documents

Customer Service Manager

  • When added to a user with the Customer Service permission, adds the ability to access and download documents as well as upload documents for auto-approval and purge Personally Identifiable Information (PII).

API Access

  • Has access to Access Tokens tab within Settings area
  • API token access to use REST API endpoints. Requires Reporter role; if user also has the Customer PII role, then reports will include PII.