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BlockID Mobile Application User Guide

Overview

tip

This document is compatible with BlockID v1.8.10.

The BlockID mobile application is a consumer identity management solution that enhances the user experience by simplifying and streamlining registration and login processes while increasing security and privacy and reducing the risk of regulatory non-compliance. It enables a user to log in to your website, online store, or other secure applications by leveraging their biometrics instead of filling out forms or entering a username and password. The biometric options include Touch ID / Face ID, and LiveID.

This guide describes the procedures to be performed within the BlockID mobile application.

Install the BlockID mobile application

The BlockID mobile application is compatible with both iOS and Android platforms.

  1. Use the following links to download and install the BlockID mobile application:
  1. Click Install.

Application Setup

  1. After installation, open the BlockID mobile application to begin the registration process.

  2. The application shows the initialization / setup process followed by the Welcome screen.

User Registration / Onboarding

In this section, users can perform two different processes to onboard themselves depending on whether they are new or existing users.

New User

For the new user, the registration/onboarding process involves setting a user PIN which will be registered to the device.

For mobile devices that support Touch ID (fingerprint) or Face ID, users can register their device using those methods after setting their user PIN.

Setting User Pin

To onboard a new user for the mobile device, perform the following steps:

  1. On the Pin Setup screen, click the Pin button to register and enable a Pin for future logins.
  1. On the PIN Registration screen:
    • Enter new PIN: Enter an eight (8) digit pin.
  • Confirm new PIN: Enter the same pin again to confirm.

The pop-up window is displayed with Thank you! Account registration successful message. The BlockID mobile application’s Home screen is displayed.

caution
  1. If the biometric enrollment feature is not available on your mobile device:
    After the successful PIN registration, the BlockID mobile application’s Home screen is displayed.

  2. If the biometric enrollment feature is available but disabled on your mobile device: After the successful PIN registration, the Settings screen of your mobile device will be displayed to enable the biometric enrollment feature on your mobile device.

  3. If the biometric enrollment feature is available and enabled on your mobile device: After the successful PIN registration, the Enroll your identity screen is displayed with the Setup Touch ID / Face ID button to set up biometrics to enable seamless access to application sign-in requests.

Setup Touch ID / Face ID (optional)

  1. When the PIN Registration is completed, the Enroll your identity screen is displayed for mobile devices that support Touch ID/Face ID. Click the Setup Touch ID/Face ID button to enable biometric authentication for a passwordless sign-in experience.
  1. Click on the Setup Touch ID / Face ID button. The Biometric authentication pop-up window is displayed with the Do you want to allow this app to use biometric authentication? message.
AndroidiOS
  1. Touch and cover the fingerprint sensor properly using your finger. The application will match and authenticate the fingerprint details with the already enrolled fingerprint information on your mobile device.
    • The pop-up window is displayed with Thank you! Touch ID / Face ID is now enabled. message upon successful authentication of your enrolled fingerprint information.
    • The BlockID mobile application’s Home screen is displayed.

Restore User Account

To restore a user's existing account, perform the following steps:

caution

Restoring a user account is only possible when no user accounts are currently enrolled on the device. To restore an account, first remove any existing user accounts.

To restore an account, users must enter the 12 mnemonic phrases that were provided when backing up their accounts. Users will not be able to restore an account without these 12 phrases.

  1. In the Welcome screen, click on the Restore link given below the Continue button at the bottom of the screen.

The Restore Account screen is displayed.

  1. In the Restore Account screen, enter the saved 12 mnemonic phrases from the Account Backup screen.
  1. Click Restore Account. The Restore Account screen is displayed with the "Fetching user data from server. Please wait. Please do not close the application" message.
  1. The Verify LiveID screen is displayed with the confirmation pop-up window asking to Allow BlockID to take pictures and record video?.
tip

If you have already enrolled the device with LiveID, it will ask to verify using LiveID, else the default verify option will be Pin even though the Touch ID / Face ID is enrolled.

  1. In the confirmation pop-up window, click Allow. The front camera opens.

  2. Follow the instructions to adjust the face at the center of the scanning box and smile to get the live image captured.

  1. The camera captures the frame of the live smile of the user.

  2. In the next scanning box, blink your eyes.

  1. The pop-up window displays Thank you! Account restoration successful. The BlockID mobile application’s Home screen is displayed.

Home Page

After successfully logging in, you will be directed to the Home Page. Your account username is visible in the upper left corner of the application. A current time-based one time password will be viewable in the center of the application, and will automatically refresh every thirty (30) seconds.

By scrolling left from the center of the application the menu to scan a QR becomes visible.

User Account Information

User account information is visible at the top of the application. Your username and company logo will be visible.

Manage Accounts

To Manage Accounts on your device, click on your username and company logo at the top left of the application.

The Manage Accounts menu will appear.

Scan QR

To login with a QR code, open the BlockID mobile application and authenticate using your pin, or by using biometrics.

  1. Click Scan QR. If this option is not visible on the center of the screen and is displaying an OTP code, swipe left.
  1. Scan the QR code with your device.
  1. You will be asked to authenticate the request using biometrics.
  1. The screen will display the following message upon successfull authentication:

Thank You! You have successfull authenticated to Log in

You will be automatically logged in and redirected to home page of the application.

Time-Based One Time Password (OTP)

A Time-based One Time Password is viewable on your main screen after opening the application and authenticating. The code refreshes itself every thirty (30) seconds.

When logging into a website that requests an OTP code, open the BlockID Mobile application and authenticate your user account.

After entering your username and password on the website, you will be asked to provide a OTP code.

Your OTP code is a 6 digit number and is displayed on main screen of the BlockID Mobile application.

Enter this 6 digit number on the website you are logging in to.

After successfully authenticating, you will be logged in and redirected to the home page of the website.

Manage User Accounts:

By clicking on the account name in the upper left corner of the screen, a user will be able to view the number of existing accounts linked to your device within the application. Users can select a listed account by clicking on the account name.

Users can also change the password of a listed account, or remove and unlink an account from the device.

Reset Account Password

To Reset an account password:

  1. Click on your Account Name and Company Logo, visible at the top of the application.

  2. A list of enrolled accounts on the device will appear. Find the account you wish to reset the password for, and click Reset Password:

  1. Enter a new password. After confirming the password, click Ok.
  1. You will be asked to authenticate the request using your configured authenticaton method
  1. After authentication, the screen will display a confirmation message that your password was successfully reset:

Thank You! The password reset was successful.

Backup User Account

  1. To backup a user account, click on the three lines icon at the top right of the screen to open the Menu and select Recovery Mnemonic.
  1. The Account Backup screen is displayed. Click Next to continue.
  1. The Account Backup screen is displayed with the list of 12 mnemonic phrases.
caution

Users will not be able to restore an account without entering these 12 words. Save them somewhere safe and secret.

  1. Click Copy phrases to copy these phrases or click Screenshot to save a screenshot of the phrases to your mobile device.

  2. Click Ok to finish backing up your accocunt.

Remove User Account

  1. To remove a user account click on your username in the upper-left corner of the application.
  2. Find the account you wish to remove.
  3. Click Remove Account under the desired user account. The Confirmation pop-up window is displayed with Are you sure you want to remove account?
  4. Click yes
  1. The pop-up window displays Thank you! Account has been successfully removed."

Application Menu

The Menu can be viewed from the main screen.

To access the Menu, click the three lines icon in the upper right corner of the application

The Menu will open, displaying the User Profile, and has links to several other areas of the application. From the Menu you can view the following items:

User Profile

To view the User Profile, access the Menu by clicking the three line icon in the upper right of the application.

The User Profile is visible at the top of the screen. The User Profile displays the following items:

  • Profile Picture
  • Device Account Name
  • The number of accounts registered to the device
  • Identity Assuance Level

Identity Assurance Level

The Identity Assurance Level provides the user with a baseline score on the confidence-level of your identity based enrolled biometric assets and uploaded identification documents.

To view you Identity Assurance Level, open the Menu by clicking the three lines icon in the upper right corner of the application. The User Profile will be visible at the top of the screen. Underneath the Device Name you can see your Identity Assurance Level.

My Identity

This section contains information about the user's identity, and contains options to view and upload identification documents as well as enroll or remove biometric data assets.

Personal

In this section, the user can enroll their Email. Perform the following steps to enroll an email address.

  1. On the BlockID mobile application's Home screen, click on the three lines icon from the upper right corner. The Menu screen is displayed with different options.
  2. In the Menu screen, click My Identity. The My Identity screen is displayed.
  1. In the My Identity screen, from the list of Personal options, click Email.

Email Verification

  1. Click on the Add (Plus) icon for the Email option. The Email Verification screen is displayed.
  1. Enter your Email Address on the Email Verification screen.
  2. Click Continue.
  1. Check your email. If the email did not send, click Resend Email on the Check Your Email screen. Otherwise, click the magic link in your email.
  1. A pop-up window is displayed that reads Thank you! Your email address has been verified.
  1. The My Identity screen is displayed with the success icon for the Email option.

Identification Documents

In this section, the user can enroll or remove their Driver's License, their Passport, or their Social Security Number. Perform the following steps to enroll these user identification documents.

  1. On the BlockID mobile application's Home screen, click on the three lines icon from the upper right corner. The Menu screen is displayed with different options.
  2. In the Menu screen, click My Identity. The My Identity screen is displayed.
  1. In the My Identity screen, from the list of Identification Documents options:

Enroll Driver's License

  1. Click on the Add (Plus) icon for the Drivers License option. The Information screen for the driver's license enrollment is displayed with the instructions to be considered while scanning the driver's license image.
  2. Click Next.
  3. Follow the instructions to scan the back side of the driver's license.
  1. In the next scanning box, scan the front side of the driver's license.
  1. The pop-up window is displayed with Thank you! Drivers License enrollment successful. message. The My Identity screen is displayed with the success icon for the Drivers License option.

Enroll Passport

  1. Click on the Add (Plus) icon for the Passport option. The Information screen for the passport enrollment is displayed with the instructions to be considered while scanning the passport image.
  2. Click Next.
  3. Follow the instructions to scan the photo page of the passport.
  1. The camera captures the photo page of the passport. The pop-up window is displayed with Thank you! Passport enrollment successful. message. The My Identity screen is displayed with the success icon for the Passport option.

Enroll Social Security Number

caution

The user must enroll a LiveID and Driver's License or Passport before they can enroll a Social Security Number.

  1. Click on the Add (Plus) icon for the Social Security Number option. The Information screen for Social Security Number enrollment is displayed.
  1. Enter your Social Security Number in the corresponding field.
  2. Check the box and click Continue.

Biometric Assets

In this section, the user can enroll and Touch ID / Face ID and LiveID.

  • After the Pin is enrolled during the registration process, the Touch ID / Face ID and LiveID options will be available to enroll.
  • After enrolling Touch ID / Face ID, the and LiveID option will be available to enroll.

Perform the following steps to enroll these biometrics.

  1. On the BlockID mobile application’s Home screen, click on the three lines icon from the upper right corner. The Menu screen is displayed with different options.
  1. In the Menu screen, click My Identity. The My Identity screen is displayed.

To enroll Touch ID / Face ID:

  1. Click on the Add (Plus) icon for the Touch ID / Face ID option.
  2. The Biometric authentication pop-up window is displayed with the Do you want to allow this app to use biometric authentication? message.
AndroidiOS
  1. Touch and cover the fingerprint sensor properly using your finger. The application will match and authenticate the fingerprint details with the already enrolled fingerprint information on your mobile device.
    • The pop-up window is displayed with Thank you! Touch ID / Face ID is now enabled. message upon successful authentication of your enrolled fingerprint information.
    • The My Identity screen is displayed with the success icon for the Touch ID / Face ID option.

To enroll LiveID:

  1. After successfully enrolling Touch ID/Face ID click on the Add (Plus) icon for the LiveID option. The Information for the LiveID Enrollment screen is displayed with the instructions to be considered while scanning the LiveID image.
  2. Click Next.
  3. The confirmation pop-up window is displayed asking to Allow BlockID to take pictures and record video?.
  4. In the confirmation pop-up window, click Allow. The front camera opens.
  5. Follow the instructions to adjust the face at the center of the scanning box, blink your eyes.
  1. In the next scanning box, smile your eyes to get the live image captured.
  1. The camera captures the frame of the live blinking eyes of the user. The pop-up window is displayed with Thank you! LiveID enrollment successful. message. The My Identity screen is displayed with the success icon for the LiveID option.

Pin

Your Pin was set during initial device setup


Recovery Mnemonic

Your recovery mnemonic is used to backup and restore your accounts.


Workstation OTP

For users who are setup to use the BlockID Credential Provider, Workstation Login can be used to generate OTP codes for Offline Login to your workstation.

Offline OTP codes are available on the BlockID mobile app and rotate every 30 seconds. Entering the Offline code will unlock the workstation.

Open the BlockID Mobile App and click the three-bar hamburger menu to access the Menu.

  • From the menu, select Offline Login
  • Enter the six-digit OTP code from your phone on your workstation and click the arrow to complete the login

Oncethe OTP code has been accepted, you will be immediately logged into your workstation.


Zero Trust Security Check

The Zero Trust Security Check screen displays a list of enabled security options.

About

The About page provides information about the BlockID Mobile Application.

Privacy and Licenses

The Privacy and Licenses page contains the End-User Agreement for the BlockID Mobile Application.