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 navigation, 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.

Once saved, 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 navigation, 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.

📘

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

Different integration types require different credentials and identifiers
from the Incode Dashboard. The sections below cover the most commonly needed
values and where to find each one.

API key

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

The Integration ID is a unique identifier for each integration. It is
required when triggering verification sessions via the
Request new onboarding API.

Client ID

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

Client Secret

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

📘

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 have directory-backed integrations set up (Okta or Microsoft Entra),
a Directory information page appears in the left navigation. This page
lists all users synced from the connected directory.

Click Directory information in the left navigation. From this page you
can see each user's enrollment status, navigate to their identity record,
and view any sessions they have completed.

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Delete an integration

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

❗️

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.