Getting started

Checklists, key concepts, and tutorials to help you learn, explore, and integrate Persona.

Persona

17 articles

Overview

Key concepts to help you get started using Persona

What is Persona?Common Product Combos Persona Key Concepts Key Concept: Inquiry, Verification, and other terms Key Concept: Enabled vs Disabled and Required vs. Non-required Verification checks Quickstart: Set up your first identity verification flow Understanding Inquiry details Quick Start: Understanding Verification results within an Inquiry Verifying Individuals: How Persona can help verify people or individuals Verifying Businesses: How Persona can help verify businesses Verifying Employees: How Persona can help companies verify employees Age Assurance: How Persona can help determine an individual's age

Notifications

Notifications are system-generated alerts that inform users about important activities, tasks, or updates relevant to their role.

Notifications Overview Configure your notification preferences

Using the Persona Dashboard

Guides to help you get started using the Persona Dashboard

Environments

4 articles

Overview

Overview of Persona environments—Sandbox versus Production

Sandbox vs. Production Environments

FAQ

FAQ about environments

What's the difference between Sandbox and Production environments?How do I switch environments?Where do I find Environment IDs?

Integrate Persona

11 articles

Integration methods

Guides about your options for integrating Persona

Choosing your implementation method Hosted flow (verify by link)Embedded Flow (Web SDK)Mobile SDKs Create an Inquiry link for an end user Troubleshoot Embedded Flow Measuring the size of the Persona SDK

FAQ

FAQ about integrating Persona

Where can I find my Template ID?Edit the list of allowed domains to redirect to Does Persona have a system status page?Can I use Persona’s branding on my website and/or app?

Pricing and Plans

14 articles

Overview

Get an overview of available plans and information about what each plan has to offer

Plans Overview Customer Support

Persona Startup Program

Learn about the world-class Persona Startup Program and what it has to offer

Persona Startup Program How to apply to the Persona Startup Program Customer Support

FAQ

FAQ about plans, pricing, and the Persona Startup Program

How do I check a Plan Application’s Status?How can I change my plan?How do I cancel my plan?How many seats does my plan have?Do my 500 free services roll over from month-to-month?Where do I find my order form or service agreement?What do I do if my Startup Program is ending?What do I do if my Essential trial is expiring?How do I close my account with Persona?

Learning & Support

7 articles

Resources

All of the resources for you to choose your own learning adventure

Persona Academy and Certifications Copilot and AI-based Chat features Customer Support Persona Glossary

FAQ

FAQs about learning, product resources, and support

How do I contact Support?How do I access the Persona Academy?Does Persona have an API changelog and is there an associated API changelog RSS feed I can subscribe to?

Announcements

3 articles

Product Announcements

Announcements about new products and features

📣 Verifications: Results view refresh (September 2024)📣 Workflows: Migration to organization-level Workflows (July 2023)📣 Permissions: Fine-grained controls (July 2023)