Manage Integrations

All integrations are created, configured, and managed from the Integrations page in Dashboard. This page covers the common Dashboard operations that apply to all integration types.

For integration-specific setup instructions, see the guide for the integration type you are configuring.

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Create an Integration

1. In the left menu, click Integrations.
2. Click New Integration.
3. Select from the available integration templates, then click Continue.
4. Complete the configuration fields for the selected integration type. The required fields vary by type. Refer to the guide for your integration for details.
5. Click Save.

After saving, the integration appears on the Integrations page and is ready to use. An Integration ID is generated automatically.

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Edit an Integration

1. In the left menu, click Integrations.
2. Locate the integration you want to edit.
3. Click the integration card to open its configuration.
4. Make your changes and click Update.

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Note

Changing the Workflow linked to an active integration takes effect immediately. Existing in-progress sessions are not affected, but all new sessions will use the updated Workflow.

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Find Integration Details

The sections below cover the credentials and identifiers you may need from Dashboard and where to find them.

API Key

1. In the left menu, click Configuration.
2. Click the API Keys tab.
3. Click Copy for the key you want to use, or click Generate New API
   Key to create a new one.

Configuration ID

1. In the left menu, click Workflows.
2. Open the Workflow you want to use.
3. Copy the Configuration ID from the Workflow details panel or the page URL.

Integration ID

1. In the left menu, click Integrations.
2. Open the integration card.
3. Click Copy ID to copy the Integration ID.

The Integration ID is required when triggering verification sessions via the Request New Onboarding API.

Client ID

1. In the left menu, click Integrations.
2. Under Custom, open OIDC Client Credentials.
3. Copy the Client ID from the integration details.

Client Secret

1. In the left menu, click Integrations.
2. Under Custom, open OIDC Client Credentials.
3. Click Generate Secret.

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Note

The Client Secret is shown only once. Store it securely in a secrets manager or vault. If lost, you must generate a new one.

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View the Directory

If you set up a directory-backed integration such as Okta or Microsoft Entra, Directory Information appears in the left menu. Click it to see all users synced from the connected directory, as well as each user's enrollment status, identity record, and completed sessions.

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Delete an Integration

1. In the left menu, click Integrations.
2. Click the integration card to open its details.
3. Select Delete and confirm.

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Warning

Deleting an integration cannot be undone. Any systems or automation that reference the deleted integration's Integration ID will stop receiving verification sessions. Update or remove those references before deleting.