Getting started

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

Persona

11 articles

Overview

Key concepts to help you get started using Persona

What is Persona?2 min read How Persona products work together2 min read Persona Key Concepts7 min read Key Concept: Inquiry, Verification, and other terms4 min read Key Concept: Enabled vs Disabled and Required vs. Non-required Verification checks2 min read Quickstart: Set up your first identity verification flow3 min read Inquiry details overview2 min read Quick Start: Understanding Verification results within an Inquiry2 min read

Using the Persona Dashboard

Guides to help you get started using the Persona Dashboard

Use Cases

6 articles

Verifying Individuals (KYC)

Verifying that a person is who they say they are

Verifying Individuals: How Persona can help verify people or individuals3 min read

Verifying Businesses (KYB)

Verifying a business and the people behind it

Verifying Businesses: How Persona can help verify businesses3 min read

Verifying Age (Age Assurance)

Establishing that someone meets an age requirement

Verifying Age: How Persona can help provide age assurance5 min read

Verifying Workforce (Employee & Candidate Verification)

Verifying employees, contractors, and candidates

Verifying Employees: How Persona can help companies verify employees4 min read

Industry-specific examples

How particular industries put Persona to work

How title companies can use Persona for identity verification and remote closings3 min read How independent & small notaries can use Persona for secure, remote identity verification3 min read

Environments

4 articles

Overview

Overview of Persona environments—Sandbox versus Production

Sandbox vs. Production Environments1 min read

FAQ

FAQ about environments

What's the difference between Sandbox and Production environments?1 min read How do I switch environments?1 min read Where do I find Environment IDs?1 min read

Integrate Persona

11 articles

Integration methods

Guides about your options for integrating Persona

Choosing your implementation method1 min read Hosted flow (verify by link)4 min read Embedded Flow (Web SDK)1 min read Mobile SDKs1 min read Create an Inquiry link for an end user2 min read Troubleshoot Embedded Flow1 min read Measuring the size of the Persona SDK3 min read

FAQ

FAQ about integrating Persona

Where can I find my Template ID?1 min read How do I edit the list of allowed domains to redirect to?1 min read Does Persona have a system status page?1 min read Can I use Persona’s branding on my website and/or app?2 min read

Pricing and Plans

13 articles

Overview

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

Plans Overview5 min read Customer Support3 min read

Persona Startup Program

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

Persona Startup Program4 min read How to apply to the Persona Startup Program1 min read

FAQ

FAQ about plans, pricing, and the Persona Startup Program

How do I check a Plan Application’s Status?1 min read How can I change my plan?1 min read How do I cancel my plan?1 min read How many seats does my plan have?1 min read Do my 500 free services roll over from month-to-month?1 min read Where do I find my order form or service agreement?1 min read What do I do if my Startup Program is ending?2 min read What do I do if my Essential trial is expiring?1 min read How do I close my account with Persona?1 min read

Learning & Support

6 articles

Resources

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

Persona Academy and Certifications3 min read Using Persona Assistant and Copilot as learning resources2 min read Persona Glossary16 min read

FAQ

FAQs about learning, product resources, and support

How do I contact Support?1 min read How do I access the Persona Academy?2 min read Does Persona have an API changelog and is there an associated API changelog RSS feed I can subscribe to?1 min read