How does this app work?
Identity Screening by Tessera Data provides a comprehensive data set to screen any individual entering your business. When a visitor is invited or signs in with Envoy, Identity Screening will automatically check if their information appears on denied party lists, sex offender lists, terrorist watchlists, or wanted person lists. You can configure which categories visitors should be screened against and who should be notified if there's a match. Visitors that are matched via the dataset will not be able to enter your workplace and will require review from your team to enter.
You can opt to screen all visitors or only certain visitor types and configure what information is included in checks to get broader or more exact matches.
How visitors experience screening
Visitors will have no way of knowing that they are being screened or that they’ve matched a restricted party. If you would like to proactively let visitors know that they will be screened and collect their consent, you can optionally use Envoy’s legal documents with a pre-configured form related to Identity Screening or the communication channel of your choosing to do so.
What happens when there is a match?
When a visitor returns a match through the Identity Screening app, Envoy notifies the administrators you’ve designated to receive alerts. These people will receive alerts through the preferred notification channels set in their profile.
For information on the data sources that Identity Screening searches, please contact Envoy.
Here’s what the alerts will look like:
Note: You will need to log in into your Envoy account to view the results of the screening.
Enabling the Identity Screening integration
Go to Apps → All Apps in the Envoy dashboard.
Search for Identity Screening and click Install on the corresponding result.
On the Agreement step, click Authorize to give the app the permissions it needs to proceed. Then view the Terms of Service and make sure the “I Agree to the Terms of Service” checkbox is checked.
On the Screening Options step, choose the types of records to match against the dropdown:
[Optional]: Choose to allow records without a listed date-of-birth.
[Optional]: Choose to only search records for a set number of years.
Click “Next Step” to continue to the Visitor setup.
On the Visitor step, choose the Visitor types to screen against.
Choose the date-of-birth field name and format, this field will automatically create within your sign-in-flow.
[Optional]: Select recipients that will receive a report if a matching record hits.
Click “Complete Setup”