Step-by-step guides for common integration and operations tasks. New to the platform? Start with the Quickstart, then come back here for deeper how-tos.
Account
Section titled “Account”Your individual user account — sign-in, password, profile.
Organizations
Section titled “Organizations”The tenant boundary on the platform. Members, roles, branding, and compliance settings live here.
Developers
Section titled “Developers”API keys, webhooks, modes and regions, and the surfaces you wire your integration against.
- Modes and regions
- API keys
- Rotate an API key
- Webhooks
- Verify webhook signatures
- Replay and troubleshoot webhooks
- Email log
- Rate limits
Identity verification
Section titled “Identity verification”Workflow templates, applicants, the applicant flow, and the reviewer surfaces.
- Create a workflow template
- Check types
- Start a verification
- Send an invite
- How an invite link works
- Track verification status
- Applicant experience
- Workflow branding
- Reviewer: manual review
- Reviewer: background checks (FCRA)
- Reviewer: watchlist
- Insights
Billing
Section titled “Billing”The USD wallet, its two buckets, top-ups, auto-recharge, payment methods, and subscription state.
- Wallet and balance
- Top up
- Auto-recharge
- Payment methods
- Transactions
- Subscription
- Payment required
- Recharge pending
Activity
Section titled “Activity”Audit trails and staff-action history.