Best practices

Find the right tips and FAQs for the onboarding stage you are working on right now.

Who this section is for

Teams that are already building against Onboarding-as-a-Service and want to avoid common pitfalls. Each sub-page targets one stage of the flow.

📘
Scope
These best practices apply to the Create an account path. For Invite-specific guidance, see Linked accounts.

This section is organized by stage. Skim the one that matches what you are working on; the answers are short and link to the relevant reference page.

Stage	Page
Account creation	Best practices — Creation
Identity verification	Best practices — Identity verification
Update	Best practices — Updating
Activation	Best practices — Activation
Webhooks	Best practices — Webhooks
Policy contract design (Coming soon)	Designing the scope of each linked-account relationship — see Policy contracts for the model.

If you are looking for error catalogs and recovery steps instead, see Troubleshooting.

Updated 16 days ago

Did this page help you?