Overview
Set AccessGuard policy and review the resulting customer onboarding states and human-work events.
Prerequisites
Permissions required
Steps (4)
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1
Review authentication settings
Configure password, registration, verification, MFA, approval, session, and lifecycle policy through AccessGuard settings.
Tips
Validation
Success criteria
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2
Review account approval operations
Use the approvals workspace to inspect, approve, or reject pending account requests according to workspace policy.
Tips
Validation
Success criteria
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3
Review KYC and risk state
Use profile and ContextResolver surfaces for KYC documents, risk flags, and customer auth-state summaries.
Tips
Validation
Success criteria
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4
Validate onboarding events
Confirm onboarding, approval, KYC, risk, and verification events are published and synchronized to configured human-work providers where applicable.
Tips
Validation
Success criteria
About this guide
AccessGuard centralizes workspace authentication and customer identity. External websites can use the signed Bridge v2 proxy and JavaScript SDK for registration, login, verification, recovery, token refresh, profile management, protected media, and notification inbox operations.
Inside the workspace, AccessGuard owns users, sessions, verified identities, customer profiles, communication preferences and consent, approval state, KYC documents, risk flags, notification state, audience segments, application operation grants, delegation policies, and trusted context actions. Canonical capabilities are available through Handler and RCP, with selected operations available through Bridge v2.
Configured providers handle downstream delivery and human work: email, SMS, WhatsApp, voice, push, and case/problem operations can be delegated while AccessGuard preserves the identity, authorization, provenance, and customer-policy record.