Plugin Documentation

KYC - Know Your Customer


Simplify the process of verifying the identity of your users with KYC - Know Your Customer by ModelTheme.

Some features of the plugin

Installation

There are two ways to complete the installation of this plugin:

Installation via WordPress dashboard

  1. Download the zip file of the plugin mtkyc.zip from CodeCanyon
  2. Access the WordPress Dashboard and go to Plugins > Add New > Upload Plugin

    plugin_install

  3. Click Install to install/activate the plugin.

Installation via FTP

  1. Download the zip file of the plugin mtkyc.zip from CodeCanyon
  2. Access the Filezilla (or any other FTP tool)
  3. Unzip the plugin archive mtkyc.zip on your computer
  4. Browse to wp-content/plugins/ on Filezilla and upload the mtkyc plugin directory
  5. Wait for the files to transfer and go to your Dashboard > Plugins and activate the plugin

Settings Overview

Go to admin Dashboard > KYC - Know Your Customer > Settings and there you will find all of the plugin settings.

where_to_find

Settings:

Your Persona API Key, Persona Template ID and an option to save the user's details (First Name, Last Name, Address, etc.).

plugin_settings

Users Awaiting Approval:

Table with all the users that are waiting for an approval on their identity verification application.

plugin_settings

Persona Setup

  1. Sign up for a free account.
    Go to Persona and sign up for a free account.

  2. Follow the instructions shown below:
    • Persona API Key
      • Navigate to the Persona API Keys page persona_setup_api_key

      • Copy the API Key persona_setup_api_key

      • Paste the API Key into the plugin settings and save changes persona_setup_api_key

    • Persona Template ID
      • Navigate to the Persona Inquiry Templates page persona_setup_template_id

      • Create a new template by following the given instructions by the platform persona_setup_template_id

      • Copy the Template ID persona_setup_template_id

      • Paste the Template ID into the plugin settings and save changes persona_setup_template_id

Plugin Setup

The only required settings before using the plugin are the "Persona API Key" and "Persona Tempalte ID" from the Settings Page. In order to select an complete these fields, follow the instructions shown below:

  1. Go to admin Dashboard > KYC - Know Your Customer > Settings plugin_setup

  2. Complete the "Persona API Key" and "Persona Template ID" fields (See Persona Setup) plugin_setup

  3. Save the changes made to the settings. plugin_setup

Persona Verification Location

The Persona Verification section will appear automatically in WooCommerce > My Account.

persona_section_location

Shortcode

You can also place the Persona Verification section everywhere you want with this shortcode:

Methods

The plugin provides you with the following methods:

F.A.Q

Q: Does the plugin require Personna?
A: Yes! This plugin requires a Personna account and setup.

Q: Does it work with WooCommerce?
A: Yes! This plugin works with WooCommerce.

Q: Does it work with Enefti - NFT Marketplace Core?
A: Yes! This plugin works with Enefti - NFT Marketplace Core.

Q: Is it compatible with other themes?
A: Yes! It is compatible with any theme.

Q: How to Increase the Memory Limit on WordPress?
A: Please check this tutorial.

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