Personalization Setup
Choosing a Handshake
How to decide which Handshake method is right for your docs
This is the documentation for Personalization Handshake methods. Authentication offers a different set of Handshake methods.
Before your users can access personalized content, they must be authenticated. Mintlify supports three Personalization Handshake methods:
- Shared Session: Utilize the same session token used by your dashboard to authenticate users.
- JWT: Use your own login flow to send user info to your docs via a JWT in the URL.
- OAuth 2.0: Integrate with your OAuth server to enable user login via the PKCE flow.
Prerequisites
- You have a dashboard or other user portal hosted at your domain.
- Your users’ session credentials are stored as cookies.
- You can create a new API endpoint at the same origin or a subdomain of your dashboard.
- If your dashboard is at
foo.com
, the API URL must start withfoo.com
or*.foo.com
- If your dashboard is at
dash.foo.com
, the API URL must start withdash.foo.com
or*.dash.foo.com
- If your dashboard is at
- Your docs are hosted at the same domain as your dashboard.
- If your dashboard is at
foo.com
, your docs must be hosted atfoo.com
or*.foo.com
- If your dashboard is at
*.foo.com
, your docs must be hosted atfoo.com
or*.foo.com
- If your dashboard is at
Pros & Cons
Pros:
- Users that are logged into your dashboard are automatically logged into your docs
- Your users’ sessions are persistent, meaning you can refresh data without requiring additional login
- Minimal setup required
Cons:
- Your docs will make a request to your backend, which may be undesirable
- You must have a dashboard that uses session authentication
- CORS configuration is usually required
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