Checklist: Set up your first identity verification flow

Overview

Welcome to Persona—we are so excited to have you on board!

This guide takes you through the steps to set up your first identity verification flow. It covers:

• Key concepts in Persona to learn first
• The different integration methods you can use to deploy your Persona flow
• Customizing the logic and look-and-feel of your flow
• Common FAQs

Checklist

1. Learn key concepts to gain an understanding of Persona.
   • Key concepts: Inquiry, Verification, and other terms
2. Decide on and implement the integration method that works best for you. 
   • Embedded - Seamlessly verify individuals within your website.
   • Hosted - Send users a link to your flow.
   • Mobile SDK - Implement Persona directly within your native Android or iOS app.
   • WebView - Implement and verify individuals in an optimized mobile flow.
3. Customize your flow.
   • Configuring your Inquiry Template
4. Create your first Inquiry to understand what your users will experience.
   • Tutorial: Create a test Inquiry
5. Familiarize yourself with your Dashboard and the different Verification checks that Persona uses to prevent fraud.
   • Inquiry details in the Dashboard
   • Tutorial: Understand Verification results for an Inquiry
6. Add additional team members to your organization’s Dashboard when you are ready.
   • Managing users and user permissions 

For any additional questions, please contact support@withpersona.com or refer to our documentation. 

FAQs

See our dedicated FAQ section for common questions.