Owner
The person who signed up. Holds billing and full control, and does the one-time mobile check that protects the workspace. Keep this with a principal or practice owner.
Workspace admin guide
Roll Vericode out to your team in an afternoon
The step-by-step path for an owner or practice manager: set yourself up, invite everyone, and see each person through their own 10-minute setup.
Allow one afternoon
The path
Six steps from signup to the whole team verifying
Do these in order. Everything here is self-service in the dashboard; you don't need to contact support.
- 1
Set yourself up first
Sign up, confirm your work email, verify your own mobile, and send one test verification to yourself. Your mobile check is one-time and covers the whole workspace: until it is done, nobody on the team can send during the trial. The 10-minute quickstart walks through it.
- 2
Invite your team
In the dashboard, open Team, enter each person's work email, choose their role, and choose Send invite. Most people should be Members. Each person gets an invitation email from Vericode.
- 3
Send your staff the note below
Tell them what Vericode is for, that the invitation email is coming, and the date you want everyone done by.
- 4
Each person accepts and does their own setup
They click the invitation, create their login with that same work email, and land in your workspace. Then they install Sidekick in their own browser, connect it, and send a test to their own mobile. About 10 minutes each. They never need to verify their own mobile.
- 5
Chase the stragglers
Team shows who has accepted and who is still invited. Use Resend for anyone whose email has gone missing, or Revoke if you invited the wrong address.
- 6
Name a compliance officer
Once they have joined, the Owner nominates them under Team, Compliance officer. They then receive queue alerts and can export audit evidence.
Roles
Pick the right role for each person
Admin
Invites, resends, deactivates and reactivates staff. Choose a practice manager or senior operations lead.
Compliance Officer
Gets alerts about failed or flagged checks, works the review queue and exports audit evidence. The Owner nominates them from Team settings.
Member
Verifies callers. Doesn't manage the workspace. Most of your staff.
A sensible small-firm setup
Keep one Owner. Give Admin to the person who runs office operations. Nominate a principal, risk lead, or AML/CTF lead as Compliance Officer so review work has a named owner. Everyone else can be a Member.
Billing
How people are counted
Each plan includes a number of active users: people who sign in during the month. A pending invitation doesn't count until that person signs in. The public pricing page may show a current launch offer instead of these tiers.
1
Solo
3
Starter
10
Team
25
Business
100
Scale
If you go over
Going over never locks anyone out. If you are adding more people than your plan includes, check Billing in the dashboard or email [email protected] and we'll confirm where you sit.
Copy and send
The note to send your staff
We're starting to use Vericode to check callers against the mobile number we already hold for them. You'll get an email from Vericode inviting you to our workspace. Accept it with this same work email, then install Sidekick in Chrome, connect it, and send a test verification to your own mobile. It takes about 10 minutes. Please finish before [your go-live date]. After that, before acting on any sensitive request over the phone, highlight the number we already have on file, right-click, choose Verify with Vericode, and ask the caller to read back the code. If a check fails or anything feels wrong, stop and follow our escalation procedure.
When someone leaves
Deactivate them from Team
An Owner or Admin opens Team and chooses Deactivate next to the person. Their dashboard, Sidekick and any API keys they created stop working on their next request, and their verification history stays in your records. If they come back, Reactivate sends a fresh invitation. Use the staff lifecycle guide for the matter-handover and audit checklist.
Full staff lifecycle runbook Individual quickstartVerification audit trailTeam flow checked 4 October 2026