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Full transcript of Didit Analytics, Teams and Roles - The Operator’s Guide - Didit Academy video 9 of 10, 06:37. Watch on YouTube. Each paragraph links to the exact moment in the video.

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What this video covers

00:04 This video covers two things every operator needs once Didit is live. The first is seeing how your account is actually performing and the second is controlling who on your team can do what. So, on the analytic side, if you’re running transaction monitoring, Didit turns all the activity into a live dashboard of numbers that you can act on. Then, we’ll move over to the team side where you decide who gets to see and change each part of the account. So, let’s dive in.

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Where analytics live

00:36 So, the analytics in Didit live in the transactions product. So, we head over to the transactions tab here on the left and we could see at the top we can hit overview, right? So, instead of reading one row at a time, you’re reading numbers that you can actually act on. So, if you’re only running verifications, you’ll spend your time in the sessions list from previous videos, which you can see in the user verifications tab here, or you can see the overview in your dashboard on your home page. You can also add these cards to your home page, but this is

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Date ranges, filters and export

01:13 specifically about your transactions. Now, we can actually change the the date range here. We can filter by tag. We can filter by type, so that’s fiat, crypto, KYC, gambling, all of those. And we can actually export the the report here. So, that’s just going to give you an Excel export that you can do

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Volume, geography and channel split

01:31 things with. You can put it into Claude. You can create fancy reports to share with your team. So, the first numbers that you can check out here is volume, so how many transactions run over your time window here, and whether that’s trending up or down against the period before. So, you can see there’s a breakdown here by the country of the user behind each transaction. We’ve got the split down here between fiat, crypto, and gambling. So, really you could see at a glance where your activity is concentrated and which side

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Rule analytics and the review trend

02:01 of the house it’s coming from. Now, we can also see the analytics for our rules. So, you could see which monitoring rules are firing the most and how your approved, declined, and in review mix. So, you see this card right here, this shows your top rules that have been triggered. So, you could see which monitoring rules are firing the most and how your approved, declined, and in review mix is trending over time. 02:25 So, a rising in review line is your early warning that more work is about to

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Customizing your home dashboard

02:31 land on your analysts. So, you can spot risk forming rather than counting it after the fact. So, this is the best place to go to see your analytics on your transactions and for your verifications, we can customize our home page to show the volume of verifications, IP locations, all of this stuff. And if you want to customize that, we can go to edit and we can move around these tabs if we want and we can also add additional tabs from user verifications and business verifications. You can throw in some transaction data as well if you want if you want everything in one dashboard. 03:08 So, let’s just switch from measuring to governing and the first thing to

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Organizations

03:12 understand is that everything in Didit lives inside an organization. So, that’s the account that holds your billing, your people, and your applications. So, you see this switcher down here, you can jump between organizations here. Now, I only have one organization set up, but you could create a separate organization as well. Now, the account

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Account settings and the audit log

03:31 settings holds the organizational wide settings. So, your plan, your invoices, an audit log of who did what, which is exactly what you want for compliance and incident review. Now, inside each

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Applications, live and sandbox

03:43 organization, you can create multiple applications. So, if I had an additional application here, you know, I can create a new one with this tab, it’s going to show up inside of here. We’re going to have live and sandbox for each. Now, if you want to switch to sandbox, that’s coming soon. It’s going to have its own API keys, its own workflows, and its own webhooks for testing. So, let’s head over to the

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Team members and roles

04:04 settings tab down in manage. We’ve got our team members in here as well. And each person carries exactly one role. And this is important, right? It’s the role, not the person, that decides what they can see and do. You can see here, this is me. And you can see there’s no settings cog here. So, I can’t accidentally come in here and change my role and lock myself out of my own account. But, if I do click into here from somebody else, I can change them from owner to developer to compliance to admin, all of the different options here. So,

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Inviting a teammate

04:38 if I want to add a new team member, just click this tab up here. I can add in their email address and select the applications that they’re going to have access to and the different kinds of access that we want to give them. Now, until they accept, you’ll see a orange pending badge, which means the invite went out, but the person has no access at all yet. So, every organization comes

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The five built-in roles

05:01 with five roles out of the box, and you just match the role to the person. The owner has full access, so including billing, that’s usually just you, the owner of the business, or select few people on your team. Admin runs the members, the applications, the workflows, basically everything apart from billing or deleting the organization. We’ve got compliance officer. This is built for your risk people. So, reviewing verifications, cases, and screening with no developer or billing access at all. Developer covers the APIs, the webhooks, the applications. And the reader down here is read-only on sessions, analytics, and reports, which makes it the safest role for observers and executives who just

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Custom roles

05:41 need to look. Now, if none of those roles suit the needs of someone on your team, we can actually create a custom role and define the permissions that we want to give them. And that can be done here.

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Recap

05:54 Finally, at the bottom here, we can see how many members have access to the specific role. So, that’s the operators view of Didit, an analytics side that shows you how your transaction activity is really performing, and a team side that lets you control exactly who can see and change what. So, between the two, you can measure the business and keep it locked down at the same time. And if you’d rather work with the numbers in your own tools, all of it is available over the API and the MCP. So, head over to didit.me, sign up for free, and invite your first teammate today.