Profile
- Name and contact information.
- City/state and preferred follow-up.
- No sensitive documents by email.
Applicant portal preview
A simple status page for the person asking for help.
Applicants will see their request, verification status, support plan, next steps, and handoff notes without exposing sponsor or admin records.
1. RequestSupport interest received.
2. FitScope and capacity check.
3. VerifyID.me-first path when approved.
4. HandoffTraining and closeout notes.
Support plan
- Website or digital-readiness scope.
- Forms, automation, security, and handoff tasks.
- What is in scope and out of scope.
Verification
- ID.me status when integration is approved.
- Fallback review only after sponsor/legal approval.
- Minimal metadata, not unnecessary records.
Handoff
- Login ownership checklist.
- Training notes.
- Maintenance and renewal reminders.