Equilibrium | Stripe Developers | Page 1

pulsar zealotBOT Jun 2, 2023, 12:58 PM

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untold wolf Jun 2, 2023, 12:59 PM

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Hi! Let me help you with this.

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The onboarding is different from Express dashboard. The connected accounts need to first go through onboarding to be able to use the dashboard. https://stripe.com/docs/connect/express-accounts#create-link

weary cobalt Jun 2, 2023, 1:01 PM

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By Express dashboard, you mean the place for partners to track their revenue, right?

pulsar zealotBOT Jun 2, 2023, 1:02 PM

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untold wolf Jun 2, 2023, 1:02 PM

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Yes

weary cobalt Jun 2, 2023, 1:04 PM

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As mentioned here, https://stripe.com/docs/connect/express-dashboard

for the Express dashboard access we have

Platform link access ( requires a login link and this link cannot be shared directly )
Self-serve access ( much simpler and can be done via express.stripe.com )

for the Express dashboard access we will go with 2nd option because its much simpler

only issue now is not the login, however its the actual onboarding

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which is onboarding or as its called account link

glad glade Jun 2, 2023, 1:07 PM

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Hello, I am not fully clear on where you are stuck. What about the onboarding link are you having trouble with?

weary cobalt Jun 2, 2023, 1:09 PM

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okay, let me repeat again, the login process is simple for express. we can just share express.stripe.com link with our partners to login and have a look at their revenue

we are just not sure how secure its to onboard them, for example if i go to Strip -> Connect on the dashboard and create a new account ( link ) or if i do it via the API ( account link ) do i just forward the link to our partner via email?

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Its mentioned here that we better not to do it this way https://stripe.com/docs/connect/express-accounts#:~:text=Don’t email%2C text%2C or otherwise send account link URLs directly to your user. Instead%2C redirect the authenticated user to the account link URL from within your platform’s application

glad glade Jun 2, 2023, 1:14 PM

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Yeah it should be fine to send to anyone that you are confident wants to onboard. Though not for security reasons, I would reccommend adding a level of indirection instead of directly sending the link you should send a URL on your site that will generate the account link for them. Account links are single use so the first time they are visited they expire, even if onboarding wasn't completed. These links can even be invalidated by helpful chat clients visiting them to give a preview

weary cobalt Jun 2, 2023, 1:19 PM

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Got you, actually I just wanted to check with Stripe team about the warning point mentioned

we will only forward the link our partners that we will onboard, so this is fine from a security point of view - (talking about the warning)

also, can you please clarify the need to add a 2nd url on top of it? cant we just share the link generated by Stripe ( API/Dashboard )

glad glade Jun 2, 2023, 1:25 PM

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So here is a freshly generated account link: https://connect.stripe.com/setup/e/acct_1NEXxtQx6xX2CUbV/aihb9bgPKxNz

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If you visit it you will not get directed to an onboarding page, because it has already been visited once

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Onboarding for the account has not been completed, so a new account link would need to be generated to actually onboard the account

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So if you send that link in an email, users could easily start onboarding, close the tab, and then not be able to onboard until you sent them a new email

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Sorry, my suggestion was a bit presumptuous. I should have just said "keep in mind these links become invalid after one use"

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Solutions like sending multiple emails are totally valid, I don't know why I suggested one specific one

weary cobalt Jun 2, 2023, 1:33 PM

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no its okay i understand your point

so we can like either mention in our email that these links expire after 1st visit.. ( so only open them when you are ready to complete the process for example )

or we send a general link per client ( which generates these onboarding links dynamically.. so that they can always start/continue their onboarding process ( I'm not sure how, but I got it your point )

glad glade Jun 2, 2023, 1:38 PM

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Yep exactly! Either of those should work. And users will be directed to the URL that you provide as the refresh_url if the link has already been used, so you can set that to be some URL for requesting another link (or even a URL that generates a link itself) if that makes sense

weary cobalt Jun 2, 2023, 1:42 PM

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Got it, thank you

I think the 1st one is simpler for our use case, generating a new link and sharing it again would work just fine. any disadvantage to keep in mind when doing that ( besides having to generate links & losing the onboarding progress )? do we just create a new account each time via the dashboard?

glad glade Jun 2, 2023, 1:47 PM

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You can keep using the same account, just the link needs to be generated again

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Nothing comes to mind as a disadvantage

weary cobalt Jun 2, 2023, 1:48 PM

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I think via the Dashboard, the account doesnt get created unless you progress/finish the onboarding

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via API, you just create the accout once and generate links as much as you want

weary cobalt Jun 2, 2023, 1:49 PM

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glad glade Nothing comes to mind as a disadvantage

noted

glad glade Jun 2, 2023, 1:56 PM

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What account type are you working with here? My dashboard shows the Express accounts that I created today for the example account links but I did not fully onboard them.

weary cobalt Jun 2, 2023, 1:57 PM

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oh really? it was an express account

glad glade Jun 2, 2023, 1:57 PM

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But yes, you can definitely generate as many links as you want from the API. If your accounts are disappearing from the dashboard you can probably still generate links for them but you would need to save the ID

weary cobalt Jun 2, 2023, 1:57 PM

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Got it

glad glade Jun 2, 2023, 1:58 PM

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Yes, it isn't pretty but here is what I see in the dashboard right now

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And this is from the accounts overview page https://dashboard.stripe.com/test/connect/accounts/overview

Stripe Login | Sign in to the Stripe Dashboard

Sign in to the Stripe Dashboard to manage business payments and operations in your account. Manage payments and refunds, respond to disputes and more.

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Okay but now a new one that I created as a test is not showing up. Looking in to what may be happening here...

weary cobalt Jun 2, 2023, 2:01 PM

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I just read this "Once they complete the flow, their account will be created and will show up in your accounts list."

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it shows up on top of the onboarding link.

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on the API the endpoints are separate and you can create ( uncomplete account ) and generate as many links as required

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the ones you tested are in live mode? in test they didnt show up?

glad glade Jun 2, 2023, 2:08 PM

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Ah okay, I did not realize that the Dashboard coupled the account and link like that.
The accounts in my screenshot are from test mode. Still not sure why those are showing up but the others are not

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Accounts that have submitted the details will definitely show up, but those ones have not submitted their details so it is weird that they are showing up while other accounts that did not submit them are missing.

weary cobalt Jun 2, 2023, 2:13 PM

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Yep, it's weird that they are coupled like that.

in case the onboarding link expired:

we just can create a new account/link ( in case we didn't have the account on the dashboard )

if we had the account on the dashboard, we can just generate a new link via the API

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I dont want to take much more from your time, just to wrap up,

so i would say we can just generate link and send them via email to our partner directly ( without worrying about Stripe warning and security issues ) - can you please confirm it with yes/no

in case the onboarding link expired.. we can just generate a new one and forward it again

pulsar zealotBOT Jun 2, 2023, 2:16 PM

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glad glade Jun 2, 2023, 2:21 PM

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Yep that sounds like a solid plan for onboarding your users

#Equilibrium