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These guides walk you through everyday tasks in the Cowork dashboard, step by step. If you are looking for API documentation, see the API Reference.

Account and team

Manage team members

Invite people, give them a role and remove access.

User roles and permissions

What Owner, Admin, Analyst and Viewer can do.

Two-factor authentication

Add a one-time code to your login.

Activate your business account

Move from sandbox to live verifications.

API keys

Create sandbox and live keys in the Developer Hub.

Billing and wallet

Billing, wallets and invoices

Check your balance, usage and invoices.

Fund your wallet

Top up by card or bank transfer.

Low balance alerts

Get an email before your balance runs out.

Verification and entities

Verification statuses

What each check status means.

Manage entities

Individuals, businesses and UBOs.

Address verification

Submit a request

Physical visits and digital checks, single or bulk.

Track progress

Follow a request and see the agent’s report.

Report statuses

What the status on a certificate means.

Questions

See the frequently asked questions.