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Self-serve Quick Start Guide
Self-serve Quick Start Guide

A step-by-step guide on how to get started with your Self-serve plan

Matthew avatar
Written by Matthew
Updated over a week ago

Congratulations on starting your free trial with Veriff! We are so confident that Veriff is the best choice when it comes to identity verification that we give 15 days and 50 verification sessions for free on each plan to see for yourself.

Discover Veriff in action!

Curious about how Veriff works? This video takes you through everything you need to know to get started with Veriff’s powerful identity verification platform.

💡 Here’s what you’ll learn:

  • How to use the Veriff Station. Navigate your dashboard to view and manage all verification cases.

  • Verification list and filters. Easily sort and filter cases to find exactly what you need, fast.

  • Adding integrations. Connect Veriff seamlessly with your existing tools and workflows.

  • Managing settings. Customize Veriff to suit your business needs, from workflows to security settings.

  • Inviting and managing team-mates. Empower your team by inviting members and managing roles with ease.

Watch the video to get actionable insights and a clear path to get started.

This quick start guide includes step-by-step instructions on how to set up your Identity Verification flow and start verifying your end users’ identities. The steps cover how to:

(a) Add a live integration

(b) Generate a verification

(c) Request a user to go through the verification flow

(d) Review the result


1. Add a live integration

a. Discover integrations with Veriff! 🔗

In this video, we’ll guide you through everything you need to know about using integrations with Veriff.

💡 Here’s what you’ll learn:

  • What an integration is. Understand how integrations seamlessly connect Veriff with your existing systems and workflows.

  • Different types of integrations. Explore the variety of integration options available, from API connections to test integrations.

  • How to use integrations. See how easy it is to set up and manage integrations, create different workflows and streamline your processes.

Whether you’re connecting Veriff to your CRM, support tools, or custom applications, this video will show you how to enhance your operations with smooth, reliable integrations.

Watch the video and start using your verification workflows today!

b. Here is the step by step process

In order to generate live verifications, first you need to have live Integration created that will host all your verifications. This is a one-time operation. Live integrations will count as a session.

⚡️ Go to the "Integrations" page:

⚡️ Click "Add Integration":

⚡️ In the modal, enter a name for your integration:

⚡️ Select "Live integration" and click "Add integration":

If you would like to know more about integrations, check our Integration Article


2. Create a verification session

a. How to create a verification session in Veriff 📥

In this video, you’ll learn step-by-step how to manually create a verification session using Veriff Station.

💡 Here’s what you’ll learn:

  1. Adding a Verification. Navigate to the Verifications tab and click the “add verification” button to begin setting up a new session.

  2. Setting Up the Session. Select the correct integration (Live or Test), optionally pre-fill details like first name, last name, or a unique identifier, and generate the verification session.

  3. Sharing and Starting the Verification. Learn how to use the generated link or QR code to initiate the session and share it with the person you want to verify.

Watch now to see how easy it is to create and manage verification sessions with Veriff!

b. Here is the step by step process

Now you can generate verification sessions for your integration.

⚡️ Visit the "Verifications" page:

⚡️ Click "Add Verification":


3. Share the verification session

A session has been generated, and you can share the session by copying the link or the QR code image.


4. Check the results of the verification sessions

Visit “Verifications” page and open the most recent (topmost) verification to review the results.

Understand verification Statuses and Decisions ✅

Want to decode the various verification statuses and decisions in Veriff? This video provides a clear explanation to help you navigate and understand every outcome with ease.

💡 Here’s what you’ll learn:

  1. Verification statuses explained. Understand what each status means, from "Pending" to "Approved" or "Declined," and how they reflect the progress of a verification.

  2. Types of decisions. Learn the differences between decisions and how they are determined.

  3. How to use this information. Discover how to leverage these insights to improve your verification processes and handle cases more efficiently.

This video will ensure you can interpret and act on every status and decision with confidence.

Watch the video and get the clarity you need to master Veriff's verification outcomes!

If you would like to know more about verification statuses and decisions, you can check this guide.

🎉 Congratulations!

You have completed Basic Identity Verification flow with Veriff, which involved:

a) generating verification,
b) requesting user to go through the verification flow and
c) reviewing the result.

All steps were performed within Veriff Station, but the same can automated and implemented using Veriff’s API and Webhooks (please see our Developers documentation).

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