How Companies Work
- Create a company in the Vern dashboard
- Generate a magic link for user authentication
- User signs in via the magic link
- Receive a webhook notification when the company is linked
- Use the company ID in your task runs
Creating and Linking Companies
1. Create a Company in the UI
- Navigate to the Companies section in the Vern dashboard
- Click “New Company”
- Select the source you want to link
- Enter your user’s unique identifier (UID)
- Generate a magic link for user authentication
2. User Authentication
Share the generated magic link with your user. When they click the link, they’ll be directed to authenticate with the selected source.3. Handle Company Linking
When a user successfully authenticates, Vern will send aprofile.linked webhook event to your configured endpoint:
Using Companies in Task Runs
Once a company is linked, you can use it in your task runs by including theprofileId parameter:
Important Notes
- Task Configuration: Make sure to link the required sources to your task in the Vern dashboard before attempting to run it with a company.
-
Company Status: A company must be successfully linked before it can be used in task runs. You can check the company status through the dashboard or by handling the
profile.linkedwebhook. - Security: Company IDs are sensitive information. Store them securely and never expose them in client-side code.
- User Association: When creating a company, use your existing user IDs to maintain a clear mapping between your users and their Vern companies.