Clerk Client Tenant Provisioning (Delivery)

Clerk Client Tenant Provisioning (Delivery)

1. 01

   Create a new organization in the Clerk Dashboard

   Navigate to the Organizations section and click 'Create Organization'. Name it after the client and assign an admin seat for the client's technical contact.

2. 02

   Configure organization settings for multi-tenancy

   In the organization settings, enable 'Organization switching' and set custom roles (e.g., 'Owner', 'Editor', 'Viewer') to match the client's access hierarchy.

3. 03

   Set up custom branding for the client's auth UI

   Go to 'Appearance' in the dashboard, upload the client's logo, and adjust colors and fonts to match their brand guidelines. Ensure the 'Remove Clerk branding' toggle is enabled (available on Pro plan).

4. 04

   Enable security features for the client's environment

   Under 'Security', turn on multi-factor authentication (MFA) and set a custom session lifetime (e.g., 24 hours) as per the client's policy. Enable bot detection to prevent automated sign-ups.

5. 05

   Integrate Clerk SDK into the client's application

   Use the Clerk SDK (e.g., @clerk/nextjs or @clerk/react) in the client's codebase. Add the <SignIn /> and <SignUp /> components to the relevant routes, and configure the organization switcher component.

6. 06

   Test authentication flows in a staging environment

   Deploy the integration to a staging URL, then verify sign-up, sign-in, organization switching, and MFA flows. Use Clerk's test users to simulate different roles and permissions.

7. 07

   Hand off admin dashboard access to the client

   In the Clerk Dashboard, invite the client's technical lead as an admin with 'Enhanced dashboard roles' (Business plan). Provide documentation of the authentication flows and session policies.