What are Accounts? Accounts are a way to represent your individual users within Persona. An individual user may go through multiple flows...
Information Comparison and Re-verification with Accounts
Why use Accounts for Information Comparison or Re-verification? When it comes to verifying the identity of an individual, it may not be e...
Continuous Reports with Accounts
Accounts unlock the ability to run continuous reports on an Account over time. For example, you could run Watchlist and Sanctions Reports...
PII and Information Storage with Accounts
By consolidating multiple Inquiries for given user in a single Account, you can search for all information collected over time as part of...
Cases Overview Cases allow your organization to easily organize and manage inquiries that need to be reviewed and resolved for various ...
About Workflows Workflows allow you to automate manual actions that are triggered by an event and based on a set of if / then conditions....
What are Lists? With Lists, you can create lists of information and easily flag inquiries that match the information found on the list. F...
Email Notifications using Webhooks and Zapier
Using Webhooks + Zapier to create an Email Integration In the Persona dashboard, you can use a Webhook to have an email sent to you about...
Slack Notifications using Webhooks and Zapier
Using Webhooks + Zapier to create a Slack integration In the Persona dashboard, you can use a Webhook to have a notification sent to you...