Setup
| Time to Complete | 5 minutes |
|---|---|
| Skills Required | No technical skills! |
Complete this Setup guide before following the 1-Click Verify API Integration guide.
1. Access the Dashboard.
Create or log into your Verified Dashboard account.
How to Create a Dashboard Account
a. Enter your email and click the 1-Click Login button.
We'll send you a verification code by email.
Use your work email. We use AI to auto-magically set brand information based on your email domain, so you don't have to manually enter it!
b. Complete the verification step.
Click the verification button in the email or enter the verification code. We'll automatically log you in. It's a 1-click experience, as promised!
c. (optional) Set up MFA.
Set up multi-factor authentication with an authenticator app. This is optional until you request approval for Production access, at which point it's required.
d. (if necessary) Confirm your company name.
If you're creating the Dashboard account for your company, we'll ask you to confirm your company name. If someone on your team has already created your account, you won't need to do this.
If your account doesn't have a brand yet, we'll automatically create one for you and take you to its Brand Details page.
Your company account can have one or more brands. Generally, you'll only need one brand, but there are some cases where it's helpful to use multiple. For example:
- If you have multiple products: If you have products that go by different names, it can be useful to create different brands to help users know which product they're using 1-Click Signup for — and to help your team track metrics specific to that product.
- If you want to try different brand settings: If you want to change brand settings without affecting your existing implementation (even in Sandbox), you can duplicate your brand and configure different settings on the new brand.
e. (optional) Invite team members.
Invite your team members to join your Dashboard account.
2. Configure brand settings.
On the Brands page, click the Create button to create a new brand, or click Brand Details to access brand settings for an existing brand.
If you create a new brand, you can configure the integration type, phone verification, and risk signals settings in the brand creation dialog.
- These settings are only relevant for 1-Click Signup and 1-Click Health.
- Any selections will work for 1-Click Verify and Text to Signup.
When you click the Create button to create the brand, you'll be taken to the its Brand Details page, where you can configure the remaining settings.
Brand Name
Choose a name for your brand. This will be used elsewhere in the Dashboard (for example on the Metrics page) and displayed to users in the SDK if you choose to use it (by using the SDK integration type).
1-Click Verify Settings
The only relevant settings for 1-Click Verify are the following:
Integration Type
You can't change this setting for a brand after you create the brand, but you can easily create a new brand anytime. Just go to the Brands page and click the Create button.
Choose which integration type you want to use:
| Option | Development Effort | Description |
|---|---|---|
| SDK Recommended | <1 day | You use our (web) client SDK, and we handle the rest |
| API Requires Approval | 1-2 weeks | You use our API only and build everything yourself |
The SDK integration type is by far the easier option, and we strongly recommend using it. The SDK handles almost everything for you and is highly customizable, so you can use it to exactly match your branding and desired user experience. It implements our recommended user experience, which is hyper optimized from our experience verifying millions of users.
With the API integration type, you need to handle everything yourself, and you need approval from us to go live.
Phone Verification
You can't change this setting for a brand after you create the brand, but you can easily create a new brand anytime. Just go to the Brands page and click the Create button.
Choose what to use for phone verification:
| Option | Description |
|---|---|
| Use 1-Click Verify in the SDK | Use 1-Click Verify in the SDK to send the user verification SMS. |
| Use the 1-Click Verify API or another solution Requires Approval | Use the 1-Click Verify API or another solution to send the user verification SMS. |
If you choose the second option, we must approve you for Production access by evaluating that you're properly verifying users' phone numbers.
If you choose the first option, you're done! There's no need to do any integration work, because the SDK handles everything for you.
If you choose the second option, follow the 1-Click Verify API Integration guide.