The following integration guide will help you get started, whether you have basic needs or require a deeper integration.
- Setting Up Your License Key in WordPress
- Configure your verification workflow
- Attaching Token of Trust Components to WordPress
- Requirements for Going Live
Setting Up Your License Key in WordPress
When you add Token of Trust for WordPress, you can quickly and easily verify your users via online networks, government-issued photo IDs, and email through the Token of Trust platform. You’ll need a TokenofTrust.com License Key to use it.
- Create a License Key. Get one here.
- Copy and Paste Domain and License Key into WordPress. Your live site domain and license key should appear in WordPress exactly as they did when you created them. Your domain should never include HTTP or HTTPS.
- Save Settings and Begin Adding Components to WordPress Pages. To add components to pages, follow the instructions in the “Using Token of Trust with WordPress” section below.
Configuring Your Verification Workflow
Verification Workflows are a series of steps that end users follow while attempting to become verified. The steps within a Verification Workflow can be configured to choose identity sources and define the sequence they should be presented with the help of a Token of Trust integration expert.
Choose Identity Sources
Verification Workflows provide mechanisms for end users to opt-into sharing information from an Identity Source. Identity Sources can be accounts on websites, physical documents, and personally identifiable information provided directly from the user. Verification Workflows must request information from a minimum of one primary online network and additional Identity Sources may optionally be added.
Primary Identity Sources (required)
Alternate Identity Sources (optional)
Government-Issued Photo ID (optional)
- National ID Card
User-Provided data (optional)
- Government ID Number
For more identity source options please contact email@example.com
Define Required Identity Sources
Depending on the decision being made related to a user account, you may decide to require some or all of the identity sources you’ve chosen to support. Consider which Identity Sources should be required, optional, or not visible.
With the exception of a Primary Online Network always being in the first position of a sequence, Identity Sources may be shared in any order.
Languages: Verification Workflows are multilingual and the list of supported languages can be requested by email. Does your site or application require support for additional languages?
Countries and Regions: Government-Issued Photo IDs may be processed across different countries and regions. Each Token of Trust subscription plan includes support for a specified number of countries within the plan and it’s important to determine which countries should be available if Real World Verification is enabled.
Using Token of Trust with WordPress
Token of Trust can be use in a variety of different scenarios. Some of the common cases include:
- Authorize a transaction (e.g. KYC / AML for Investors or to protect yourself from fraud for high value transactions)
- Users self-verify and show their status on your community or marketplace — so they can transact with each other safely.
- You need to verify user identities before entering your site.
- You need to verify user identities entering certain parts of your site.
Common Pages and Best Practices
User Home or Account Settings
Token of Trust for WordPress leverages your site’s WordPress User Profile data by default. If you don’t plan on using WordPress Users (e.g. you have a transactional system or an alternate User id) please see our Advanced Use Cases below.
We recommend that Users have a Settings or Home page that is visible to them after they’ve logged into your site and that on this page the Token of Trust Account Connector component be presented to the User. The account connector allows them to connect to Token of Trust (if they’ve not already done so as part of new user signup), allows them to see the current state of their verification and allows them to take steps to improve their verification status by adding new verification or correcting issues with their status.
This is done via a shortcode:
[cc lang=”html”][tot-wp-embed tot-widget=”accountConnector”][/tot-wp-embed][/cc]
What does this look like?
The widget starts with a button telling your users what it is for and invites them to “Get Verified”. As the user connects and then goes through different levels of verification the widget updates to reflect their current status.
How does it work?
The Token of Trust WordPress plugin recognizes the User that the page belongs to. It creates the necessary access token required to connect the User to their Token of Trust account. For more technical details feel free to review the plugin code and our Developer Integration Guide.
Public Profile (Optional)
For some online marketplaces and communities it makes sense to have public facing user profiles. Here a Token of Trust can help inform buyers and sellers (for example) to what degree their counterpart has been verified which can help make people feel more comfortable moving forward with the transaction.
If you’re going to have a public profile for your users you can help them elevate their profiles by making use of any of the following components:
- Verified Indicator – a simple indicator to show the user’s verification status. Clicking on this brings up their Reputation Summary.
- Reputation Summary – displays a summary of the user’s verification status. Includes a button that allows the viewer to click through to view that user’s Reputation Report.
- Profile Photo – the photo that the user selected for their Token of Trust profile.
Below are details on how to add each to your profile pages:
How is this done?
[cc lang=”html”][tot-wp-embed tot-widget=”reputationSummary”][/tot-wp-embed][/cc]
What does it look like?
It changes appearance as the user goes through the verification process:
How is this done?
[cc lang=”html”][tot-wp-embed tot-widget=”profilePhoto”][/tot-wp-embed][/cc]
What does it look like?
After the user establishes the initial connection this widget will display the photo they’ve chosen to for their Token of Trust profile:
How is this done?
By default Token of Trust hides the verified indicator when someone has not yet been verified. To instead show this indication when members are “Not Verified”, set tot-show-when-not-verified to true like this:
What does it look like?
As the user connects and then goes through different levels of verification the widget updates to reflect their current status. Note that “Not Verified” is only shown when
Requiring Verification with User On-Boarding
It is common to require users to get verified to permit them access within some sites. If this is true for you, we recommend that you redirect the user after login to a page dedicated to getting them verified. This is done in the same way as described in the User Home or Account Settings Page but the page is generally entirely focused on asking the user to get verified.
This is the easiest way to accomplish this. Note that depending upon how you’ve setup your site it will be possible for users to bypass this page by manually typing in a url. To truly restrict pages you will want to use the Token of Trust Reputation API (please contact us) and consider a technique like:
Binding without WordPress Users
Token of Trust does not support this option by default. Please contact us if you’d like more information on how to do this.
Go Live Checklist
- Test your verification to ensure you’re comfortable with the onboarding workflow.
- Determine your go-live date
- Choose your plan and sign a license agreement
- Pay Token of Trust for your first month’s license fee
- Setup your Go Live Demo with a Token of Trust Integration Expert
- Go LIVE!
Ready to sign up? Try for free!
Token of Trust® verification and decision tools are free to start on both mobile and web. Everything marketplaces and platforms need to verify users, grow consumer confidence, and build trust.