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You can view your knowledge-based (KBA) credits balance and purchase more credits from the Account Management tab in Settings. KBA credits are used for identity verification through a secure, knowledge-based system. They are essential for completing certain tasks that require additional security measures, like eSign authentication.
Purchase Knowledge-Based Credits (KBA) for eSign
Initial Activation of KBA Credits
If you are a first-time user and cannot see the option to purchase credits in your Account Management section, follow these steps:
Contact the Canopy support team to enable KBA credits for your account.
Note: In certain cases, the finance team may assist in activating KBA credits by crediting your account.
Once activated, you can manage and purchase additional credits directly from the platform.
1. Click on your profile in the global navigation bar and select Settings.
2. Select Account Management.
3. To view your remaining balance of KBA credits, scroll down to the Knowledge-based Authentication section of the Subscription tab.
4. To purchase more credits, click Purchase credits.
To purchase credits, you must have a default payment method already set.
5. Input the number of KBA credits you want to buy in the Additional KBA credits box.
The Total due will be updated according to the entered quantity.
6. Click Continue.
7. Verify the purchase information and click Confirm and pay.
The total cost will be charged to your default payment method and your Remaining credits will update on the Credits tab of your Account Management screen.
Contact Canopy Support
For additional assistance, visit the "Help" section of the Canopy application to contact the support team. They can guide you in activating, troubleshooting, or managing your KBA credits.
Troubleshooting Common Issues
If you encounter difficulties with KBA credits, consider the following tips:
Missing Purchase Option: Verify that the KBA feature is activated for your account. Contact Canopy support if activation is required.
First-Time Users: Ensure you have completed the initial activation process by reaching out to the Canopy support team.