In BoldDesk, contacts may remain Unverified until they complete an email-based verification flow. When you need to grant a contact verified status immediately (for example, to allow portal access or complete an onboarding step), you can use Verify Manually. This action sets the contact’s verification status to Verified, updates the Verified status tag on the contact profile, and records the action in the contact’s History for audit visibility.

This article explains when the Verify Manually option is available, the permission required to use it, and the two supported ways to manually verify a contact—either from the Contact Profile or directly from the Contact List.

When the “Verify Manually” option is available

The Verify Manually action is not shown when the contact is already in any of these states:

• Verified
• Blocked
• Deleted

Verify a contact from the Contact Profile

1. Open the Contact Profile for the contact.

2. In the top action bar, click the More options icon (⋯).

3. From the dropdown menu, select Verify Manually.

   

Result: The contact becomes Verified, and the action is logged in verification history.

Verify a contact from the Contact List

1. Open the Contact List.

2. Click the More options icon (⋯) for the target contact.

3. Select Verify Manually.

   

Result: The contact becomes Verified, and the action is logged in verification history.

Verification history and status tag behavior

After verification:

• The contact’s status/tag changes to Verified.
• The system records the verification action in the contact’s verification history for audit visibility.

Required permission

To manually verify a contact, the agent must have permission to Create or Edit Contact

Frequently Asked Questions

1. What does the “Verify Manually” action do?
   Verify Manually updates the contact’s verification status to Verified and updates the contact’s verification tag/status accordingly.

2. What happens after a contact is manually verified?
   After manual verification, BoldDesk:

   • Creates a verification history entry in the contact history, and
   • Updates the contact’s verification tag/status to Verified.

3. Why don’t I see the “Verify Manually” option for a contact?
   The Verify Manually action is not shown if the contact is already Verified, Blocked, or Deleted.

4. What permission is required to manually verify a contact?
   To manually verify a contact, the agent must have permission to Create or Edit Contact.

5. Where can I manually verify a contact in BoldDesk?
   You can manually verify a contact from:

   • The Contact Profile (open the profile → More options (⋯) → Verify Manually), or
   • The Contact List (open the contact’s More options (⋯) menu → Verify Manually).