DOC-1044 Smoother Auto identification #299
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racene-swan
reviewed
May 6, 2025
| @@ -73,7 +73,7 @@ https://oauth.swan.io/oauth2/auth?response_type=code&client_id=$YOUR_CLIENT_ID&r | |||
| | --- | --- | | |||
| | `onboardingId` | Avoids asking the customer to enter their own residence address if they provide that information during onboarding. | | |||
| | `email` | If you include the `email` parameter, it triggers an [email verification](../../../topics/accounts/memberships/index.mdx#invite) flow automatically. If you include the parameter *and* the email address, it triggers the email verification flow with the email address pre-filled. | | |||
| | `identificationLevel` | Indicate your preferred [identification level](../../../topics/users/identifications/index.mdx#levels-processes): `PVID`, `QES`, `Expert`, or `Auto`.<br /><br />If you include the `onboardingId`, or if you're trying to reengage your user to complete their identification, Swan recommends setting `Auto` as your preferred identification level. `Auto` allows Swan to direct your users to the best identification flow for their situation.<br /><br />If you use the `Auto` identification level when **inviting account members**, include the `accountMembershipId` in the authorization URL. | | |||
| | `identificationLevel` | Indicate your preferred [identification level](../../../topics/users/identifications/index.mdx#levels-processes): `PVID`, `QES`, `Expert`, or `Auto`.<br /><br />If you include the `onboardingId`, or if you're trying to reengage your user to complete their identification, Swan recommends setting `Auto` as your preferred identification level. `Auto` allows Swan to direct your users to the best identification flow for their situation.<br /><br />If your project is set to [bypass identification](../../../topics/accounts/memberships/index.mdx#remove-identification), and you use the `Auto` identification level when **inviting eligible account members**, include the `accountMembershipId` in the authorization URL to automatically skip identification. | | |||
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This is quite clunky - is there a way to simplify it? Currently sitting at postgraduate level.
racene-swan
reviewed
May 6, 2025
| @@ -214,11 +214,10 @@ import UserBindingErrorOptions from './partials/_user-binding-error-list.mdx'; | |||
| Verifying your account members' identity is a required step in most circumstances. | |||
| However, with a **detailed agreement with Swan**, you might be allowed to bypass identification for certain membership permissions. | |||
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| Even with identification removed, only memberships with certain permissions can bypass identification. | |||
| Even with identification removed, only memberships with the following permissions can bypass it: | |||
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This is quite confusing.
Are we trying to say that members with the following permissions don't have to go through this identification? i.e. you can only remove identification for users with those permissions?
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Updated the last paragraph for identification levels in the "Optional parameters" table.
added a link to info about bypassing identification
Restructured the "removing identification" section to remove ☒ Can't bypass identification