## Create an Integration

1. In the left menu, click **Integrations**.
2. Click **New Integration**.
3. Select from the available integration templates, then click **Continue**.
4. Complete the configuration fields for the selected integration type. The required fields vary by type. Refer to the guide for your integration for details.
5. Click **Save**.

After saving, the integration appears on the Integrations page and is ready to use. An Integration ID is generated automatically.

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## Edit an Integration

1. In the left menu, click **Integrations**.
2. Locate the integration you want to edit.
3. Click the integration card to open its configuration.
4. Make your changes and click **Update**.

### **Note**  
Changing the Workflow linked to an active integration takes effect immediately. Existing in-progress sessions are not affected, but all new sessions will use the updated Workflow.

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## Find Integration Details

The sections below cover the credentials and identifiers you may need from Dashboard and where to find them.

### API Key

1. In the left menu, click **Configuration**.
2. Click the **API Keys** tab.
3. Click **Copy** for the key you want to use, or click **Generate New API Key** to create a new one.

### Configuration ID

1. In the left menu, click **Workflows**.
2. Open the Workflow you want to use.
3. Copy the Configuration ID from the Workflow details panel or the page URL.

### Integration ID

1. In the left menu, click **Integrations**.
2. Open the integration card.
3. Click **Copy ID** to copy the Integration ID.

The Integration ID is required when triggering verification sessions via the [Request New Onboarding API](https://developer.incode.com/docs/b2b-request-new-onboarding-api).

### Client ID

1. In the left menu, click **Integrations**.
2. Under **Custom**, open **OIDC Client Credentials**.
3. Copy the Client ID from the integration details.

### Client Secret

1. In the left menu, click **Integrations**.
2. Under **Custom**, open **OIDC Client Credentials**.
3. Click **Generate Secret**.

### **Note**  
The Client Secret is shown only once. Store it securely in a secrets manager or vault. If lost, you must generate a new one.

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## View the Directory

If you set up a directory-backed integration such as Okta or Microsoft Entra, **Directory Information** appears in the left menu. Click it to see all users synced from the connected directory, as well as each user's enrollment status, identity record, and completed sessions.

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## Delete an Integration

1. In the left menu, click **Integrations**.
2. Click the integration card to open its details.
3. Select **Delete** and confirm.

### **Warning**  
Deleting an integration cannot be undone. Any systems or automation that reference the deleted integration's Integration ID will stop receiving verification sessions. Update or remove those references before deleting.