Concepts

Organizations and projects

People belong to an organization; keys, workflows, sessions and settings belong to a project.

View as Markdown

An organization is your company in OKYC: its people, their roles and two-factor policy. Inside it, projects keep separate products or lines of business apart — a lending app and a wallet, for example.

Belongs to the organizationBelongs to each project
Team members and their rolesAPI keys (test and live)
InvitationsWorkflows and their branding
Two-factor requirement for owners and adminsSessions, evidence and decisions
Sign-in and security eventsWebhooks and events
Settings: retention, embedding, redirects, providers
Usage

Your role applies in every project of the organization. Switch projects from the top of the dashboard's sidebar; owners and admins create new ones there (New project). A new project starts like a new account: its own test key and starter workflows.

Each project also has its own encryption keys. Nothing in one project — a session, a document number, a person — is visible from or matched against another project, or another customer.

With the API

An API key belongs to one project, so a request needs nothing else: sessions it creates, and the webhooks they send, are that project's. To work in another project, use that project's key.

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