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Dynamic Flow (Inquiries)

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Accounts

Introduction

FAQ

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Accounts

Represent and consolidate data about individual end users.

Introduction

Key Concepts

Learn about the key concepts, models, and vocabulary around Accounts

Accounts overview

Using Accounts

Understanding how to use Accounts

Create custom Account Types and Fields

Using Account Identifiers

Configure Account views with Layout Editor

Create and set custom Account Statuses

Trigger custom Account Actions for each Account type

Create an Account Relation

FAQ

Reverification

The most frequently asked Account reverification questions asked by Persona Community members

How do I compare information and reverify individuals using Accounts?

Can Persona identify the same user from different Inquiries?

Why should you use Accounts to store all of a single individual's PII and information?

What is a reference ID?

Account Types

The most frequently asked Account Type questions asked by Persona Community members

What is the default Account Type when creating an Account?