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Set up Vouchsafe as a partner or reseller

Integration guide for partners and resellers

Jaye Hackett avatar
Written by Jaye Hackett
Updated today

The relevant concepts to this guide are:

  • Teams: a self-contained unit that encapsulates everything else

  • Flows: a set of evidence to collect and checks to run on it, aligned with a particular business process

  • Verifications: an attempt to verify a particular user

1. Choose a single or multi-tenant setup

First, choose whether you would like a single tenant or multi-tenant setup. Here is a comparison:

Single tenant

Multi-tenant

Teams

One team

Each of your customers has a team

Dashboard

All verifications are shown in one place

Verifications are split by team

API client ID

One client ID

Multiple client IDs to manage

End user experience

Your name and logo appears in the verification journey

Each customer's name and logo appears on the journey

Verification flow customisation

Flows are shared between all your customers

Per-customer flows

Billing

You are billed

Your customers are billed directly

Onboarding

You onboard once on behalf of your customers

Your customers need to onboard with us directly

Self-serve onboarding

Yes

Partially, customer must supply their client ID, secret and verification flow ID(s).

A multi-tenant setup is more to administer, but allows you to be more "hands-off" from a business perspective, as we have a direct relationship with each of your customers.

2. Store API credentials

To use the Vouchsafe API, you need a client ID and secret. You will need to store these:

  • in environment config, for a single tenant setup

  • in your database, for a multi-tenant setup

3. Request verifications

For a super-simple integration, you can form a URL to begin a verification.


See an example in the dashboard by going to Verifications -> New verification -> Share.

It looks like:

https://app.vouchsafe.id/verify?workflowId=[string]&publicToken=[string]

The parameters you can include are:

workflowId

Required

The verification flow to send the end user through.

Get it by going to Flows, choosing the relevant one and reading the ID at the end of the URL.

publicToken

Required

Unguessable token unique to the team.

For security reasons, this is not the same as the internal team/client ID.

email

Optional

The end user's email. If provided, the user won't have to type it in.

3a. With the API

You can use the request verification endpoint to begin verification sessions for the relevant team and verification flow.

We recommend redirecting users to the given URL, but you can also:

  • embed the URL in an iframe

  • do it asynchronously by asking the user to click the link in the email we send (if turned on)

The endpoint also returns an ID string, which you can use to track the verification over time.

4. Handling results

At minimum, you should include a link for the user to view the results page in the Vouchsafe dashboard. The URL structure is:

https://app.vouchsafe.id/admin/teams/[team_id]/cases/[id]

4a. With the API

If you want to go further, you can get data from us to show results on your own interface by either:

Further reading

Explore the full API documentation or our 3-minute video guide.

For more help with partner integrations, contact [email protected].

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