Overview

Auth0 is an identity platform that helps teams manage authentication and user profiles across applications. Persona’s Auth0 integration lets you pull user identity data from your Auth0 tenant into Persona so your operations, fraud, and compliance teams can make decisions with more context—without manually copying details between tools.

By retrieving attributes like verified email/phone status, login activity, linked identities, and metadata, you can enrich Personas like Accounts or Cases and power more informed workflows using data you already have in Auth0.

Benefits

Faster investigations: Bring Auth0 user profile context into Persona so reviewers can validate identity signals quickly and consistently.

Reduced manual lookup: Automate user retrieval and search so teams don’t need to switch into Auth0 to find basic account details during reviews.

More complete identity context: Use Auth0 attributes like login history, verified contact methods, and linked identities to support richer risk decisions in Persona.

Integration Features

The Auth0 integration helps teams enrich Persona workflows with identity data from Auth0’s Management API. Key capabilities include:

• List Users: Retrieve a paginated set of users (optionally filtered/searched) so you can find the right user record to reference downstream.
• Get a User: Pull detailed profile information for a specific user to enrich a Persona object or guide routing/triage decisions.

Setting up the Auth0 integration

Prerequisites

To set up the Auth0 integration, ensure you have:

• Admin access to your Auth0 account
• Necessary API permissions to access Auth0 credentials

Setting up the Auth0 Credentials

1. In Auth0, generate a Management API access token you can use for the integration. For testing, Auth0 describes how to copy a token from the Auth0 Management API’s API Explorer; for production usage, Auth0 recommends obtaining tokens programmatically using a machine-to-machine setup.
2. In the Persona Dashboard, navigate to Integrations > Marketplace and select Auth0.
3. Click Add Credential.
4. Enter a credential nickname (for example, “Auth0 — Production”).
5. Provide your Auth0 tenant domain and Management API access token when prompted, then save the credential.
6. Click Test to confirm Persona can successfully connect to Auth0.

Using the Auth0 integration in a Workflow

1. Create a new workflow, or open an existing workflow you’d like to update.
2. Add a new action step > Integrations.
3. Select the Auth0 integration and choose your saved Auth0 credential.
4. Choose an operation (for example, List Users or Get a User) and map fields you want to use later in the workflow.
5. Save and publish the workflow.

Auth0 Operations Overview

In addition to syncing field values, Persona can search for users and retrieve detailed user profiles using Auth0’s API. These actions support seamless two-way workflows, letting teams manage investigations without switching platforms. See below for a comprehensive list of available Workflow Action steps and possible configurations for the Auth0 integration:

List Users Workflow Action Step

Retrieve a paginated list of users from your Auth0 tenant so you can locate the right user record to enrich a Persona workflow. This step supports common directory-style tasks like narrowing results with search criteria, sorting, and controlling which fields are returned—helpful when you’re working with large user bases or want to minimize the data pulled into a workflow.

Configuration Steps:

• Optionally add:
  • Page: Which page of results to return
  • Page Size: How many users to return per page
  • Include Totals: Include overall result totals when available
  • Sort: Sort results by a selected field
  • Connection: Limit results to users from a specific Auth0 connection
  • Search Query: Search for users matching criteria (for example, to find a user by an identifier such as email)
  • Fields / Include Fields: Include or exclude specific fields in the response

Get a User Workflow Action Step

Retrieve full details for a specific Auth0 user when you already know which record you want (for example, after you’ve found a match using List Users). This step is commonly used to pull high-signal attributes—like verification status, linked identities, or metadata—so Persona workflows can route, escalate, or annotate investigations based on the most up-to-date profile information.

Configuration Steps:

• Provide values for required fields:
  • User ID
• Optionally add:
  • Fields: Limit which fields are returned
  • Include Fields: Choose whether the listed fields are included or excluded

FAQ

Do I need a production token, or can I use a test token?

Auth0 provides a manual token flow intended for testing (for example, copying a token from the Management API’s API Explorer), and notes that this approach is only for test purposes. For production use cases, Auth0 recommends setting up a backend process to obtain tokens programmatically.

Can I search for a user by email or other attributes?

Yes—Auth0’s “List or Search Users” operation supports search criteria, sorting, selecting fields, and pagination, which you can use to narrow down the user set to the specific record you need.

What should I keep in mind about token handling?

Auth0 warns against using manually created long-lived tokens in applications, and recommends short expirations with rotation for manual/testing tokens. For production, use a secure machine-to-machine approach so tokens can be issued and refreshed automatically.