How to Get Portal Access to FrankieOne

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Overview

Getting access to the FrankieOne Portal is a straightforward process. FrankieOne provides initial portal access to your organization, and from there, authorized users can invite and manage additional team members. This guide explains:

• How initial portal access is granted
• How to add new users
• Portal environments and versions (V1 and V2)
• User roles, permissions, and security considerations

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Portal Environments and URLs

FrankieOne provides two environments for your use.

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UAT (User Acceptance Testing)

Purpose: Testing, configuration, and training in a safe environment.

• Portal:
  https://portal.uat.frankie.one/login

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Production

Purpose: Live environment for real customer verifications.

• Portal:
  https://portal.frankie.one/login

Important: Always test new workflows and configurations in UAT before deploying them to Production.

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Getting Your Initial Portal Access

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Step 1: FrankieOne Sets Up Your Account

When you become a FrankieOne customer, your Customer Success Manager or Implementation Team will:

• Create your organization’s account in UAT and Production
• Set up an initial Administrator user (usually your primary contact)
• Provide login and environment details
• Send a welcome email with password setup instructions

This initial setup is handled entirely by FrankieOne.

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Step 2: First Administrator Logs In

The initial Administrator will:

• Receive a welcome email from FrankieOne
• Set their password using the email link
• Log in using the correct environment URLs
• Verify access to both UAT and Production (if applicable)

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Step 3: Administrator Invites Additional Users

Once logged in, the Administrator can invite and manage users without FrankieOne’s assistance.

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Adding New Users to Your Portal

After the initial setup, your Administrator can add users independently.

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For Administrators: How to Add New Users

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Portal

1. Go to Profile Menu → Settings → User Management
2. Click Add new user
3. Enter the user’s full name and email address
4. Assign at least one role (required)
5. Click Add user

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For New Users: Activating Your Account

Once your account is created:

• Check your email for an automated message from FrankieOne
• Set your password using the link provided
• Log in to the portal using the correct environment URL
• Review your assigned permissions

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Requesting Portal Access

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If You’re a New Team Member

1. Identify your organization’s Administrator
   (typically someone in Compliance, Operations, or IT)
2. Request access and provide:
   • Your full name
   • Your work email address
   • Required role(s)
   • Required environment(s): UAT, Production, or both
3. Wait for the invitation email and follow the setup instructions

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If You’re the First User at Your Organization

Contact your FrankieOne Customer Success Manager or Implementation Team. They will:

• Create your organization’s account
• Set you up as the initial Administrator
• Provide login details and documentation

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Understanding Portal Versions

FrankieOne offers two portal versions. Your organization may use V1, V2, or both.

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V1 vs V2: Key Differences

Note: If you require KYB workflows, continue using V1 until V2 support is released.

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User Roles and Permissions

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Default Roles

• Administrator – Full access to all portal features
• Operator – Manages entities and verifications
• Compliance Officer – View-only access with reporting

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Environment Best Practices

• Always test changes in UAT first
• Restrict Production access to essential users
• Never reuse credentials across environments
• Maintain separate user accounts for UAT and Production

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Reminder: FrankieOne provides your initial portal access. Once established, your Administrator fully manages users, roles, and permissions. At least one role is required to access the portal.