Organization Management

Estimated reading time: less than 1 minute

Manage your organization profile, billing setup, team members, roles, and permissions within ShareRing LINK.

This section guides you through setting up your organization and managing access for your team.

🚀 Getting Started: Organization Onboarding

Before using ShareRing LINK live mode, you need to complete a one-time organization setup.

This onboarding flow ensures your account is fully configured, including pricing, organization profile, billing, and payment method.

Once completed, your organization is fully activated and ready to run identity verification workflows.

Step-by-step onboarding flow

1

Choose a Pricing Plan

You can start the onboarding process from two entry points:

MethodDescription
Switch to ProductionIf you are currently in Sandbox mode, switch to Production to begin using the Live environment.
Pricing PageNavigate to the Pricing page and click "Get Started" to initiate onboarding.

Both paths will guide you into the same onboarding flow.

2

Configure Organization Settings

Fill in:

  • Organization name
  • Primary time zone
  • (Optional) Logo, banner, and badge

Click "Save changes" to continue.

3

Enter Billing Information

Provide:

  • Customer name
  • Billing email
  • Address details

Then click "Add Billing Information".

4

Add Payment Method

Enter your card details and confirm by clicking "Use this card".

5

Complete Setup

🎉 Your organization is now fully set up. You will see a confirmation message indicating that your account is ready to use.

🏢 Organization Settings

The Organization Settings page allows you to configure core information for your workspace.

Key configurations

  • Organization name (used across workflows and reports)
  • Time zone (affects logs, timestamps, and reporting)
  • Branding assets:
    • Logo: Shown in the dashboard and during verification
    • Banner: Displayed at the top of the shared information screen
    • Badge: Displayed at the bottom of the shared information screen

These settings ensure consistency across your organization’s workflows and outputs.

👥 User Management & Roles

Organizations can invite team members and assign roles with different permission levels.

Invite users

  • Navigate to User Management
  • Click "Invite users"
  • Assign a role during invitation

Role definitions

RoleDescription
MemberView workflows in read-only mode
DeveloperAccess developer features (APIs, integrations)
AdminManage users and system settings (no billing access)
FinanceAccess billing and payment-related features
OwnerFull access to all features, including billing and organization management

🔄 How Organization Fits Into Workflows

An organization is the core unit that owns all workflows, data, and configurations.

Key concepts

  • All workflows belong to an organization
  • API calls are authorized against the organization
  • Workflow runs and results are scoped per organization

Each workflow defines:

  • What data to collect
    (e.g. identity documents, personal info, biometrics)

  • What checks to run
    (e.g. liveness, AML, document verification)

  • What decisions to make
    (conditional logic, branching)

  • Where to deliver results
    (webhooks, integrations, APIs)

🧠 Summary

  • Organization = central unit of control in ShareRing LINK
  • Required before using workflows or APIs
  • Includes:
    • Profile configuration
    • Billing setup
    • User & role management
  • Enables secure, multi-tenant workflow execution

➡️ What’s Next

  • Set up your first workflow
  • Invite your team members
  • Configure integrations (webhooks / APIs)
  • Start running identity verification flows