Setup Checklist

Follow this checklist to get Optare fully integrated with your application.

Your Progress

Track your setup progress. Complete each section in order for the smoothest experience.

Phase 1: Foundation

☐ Create Your Account

1. Sign up for Optare (opens in a new tab)
2. Verify your email
3. Complete your profile

Time: 2 minutes

☐ Create Your Organization

1. Go to Console (opens in a new tab) → Organizations
2. Click Create Organization
3. Enter your organization name and slug

Result: Your tenant is ready at https://id.optare.one/login?org=your-slug

Phase 2: Integration

☐ Register Your Application

1. Go to Applications → OAuth Clients
2. Click Create Client
3. Configure:
   • Name: Your app name
   • Type: SPA, Web App, or Native
   • Redirect URI: Your callback URL

Result: You have a Client ID to use in your app.

→ Detailed Guide: Applications

☐ Integrate the SDK

Choose your framework:

Result: Users can log in to your app.

☐ Test Authentication

1. Run your app locally
2. Click "Log In"
3. Create a test account
4. Verify you're redirected back

Troubleshooting:

• "Invalid redirect_uri" → Check your OAuth client settings
• CORS error → Add your origin to allowed origins

Phase 3: Team Setup

☐ Invite Team Members

1. Go to Organization → Members
2. Click Invite Member
3. Enter email and select role

Roles:

• Owner: Full control (billing, delete)
• Admin: Manage members, settings
• Member: Standard access

→ Detailed Guide: Multi-Tenancy

☐ Configure Roles & Permissions

1. Review default roles in Settings → RBAC
2. Customize permissions as needed
3. Assign roles to team members

→ Detailed Guide: RBAC

Phase 4: Security

☐ Enable MFA (Recommended)

1. Go to Settings → Security
2. Set MFA policy:
   • Optional
   • Required for Admins
   • Required for All

Result: Enhanced account security.

☐ Configure Session Settings

1. Go to Settings → Security
2. Set:
   • Access token lifetime
   • Refresh token lifetime
   • Idle timeout

Recommended:

• Access Token: 1 hour
• Refresh Token: 30 days
• Idle Timeout: 24 hours

Phase 5: Production

☐ Add Production Redirect URIs

1. Go to your OAuth client settings
2. Add production URLs:

   https://yourapp.com/callback
   https://yourapp.com/api/auth/callback

☐ Set Up Custom Domain (Optional)

1. Go to Settings → Custom Domains
2. Add your domain: auth.yourcompany.com
3. Configure DNS CNAME record
4. Verify and enable

→ Detailed Guide: Custom Domains

☐ Configure Branding

1. Upload your logo
2. Set primary brand color
3. Preview and publish

→ Detailed Guide: Branding

☐ Deploy to Production

1. Update environment variables with production values
2. Deploy your application
3. Test the full login flow

Phase 6: Advanced (Optional)

☐ Set Up Webhooks

Receive notifications when events occur:

1. Go to Webhooks
2. Add your endpoint URL
3. Select events to receive

→ Detailed Guide: Webhooks

☐ Add Enterprise SSO

For enterprise customers with existing IdPs:

1. Go to Settings → Enterprise SSO
2. Configure SAML or OIDC
3. Test with an enterprise account

→ Detailed Guide: Connections

☐ Set Up Licensing

Control feature access per organization:

1. Create Products
2. Create Subscriptions
3. Check licenses in your app

→ Detailed Guide: License Checking

You're All Set! 🎉

Your Optare integration is complete. Here's what's next:

• Monitor usage in the portal
• Troubleshoot issues if they arise
• Contact support for help

Quick Reference