Provision Users

Cloutly Embed provisioning flow: signed JWT auth and on-the-fly upsert for users and businesses.

This flow is modeled after a provision-first embed architecture: your backend signs a short-lived JWT, Cloutly verifies it, then upserts user and business context automatically before loading the iframe.

Step 1: Obtain your signing key

In Cloutly platform settings, manually create/retrieve your embed signing key.

Keep this key server-side only. Never expose it in browser code.

Step 2: Generate a short-lived JWT on your backend

Use your signing key to create a JWT that includes identity and business context.

Required claims

{
  "externalUserEmail": "[email protected]",
  "externalBusinessId": "biz_123",
  "businessDisplayName": "Acme Plumbing - Gold Coast",
  "firstName": "Jane",
  "lastName": "Smith",
  "role": "ADMIN",
  "smsLimits": 500,
  "iat": 1735689600,
  "exp": 1735689900
}

Claim notes

• externalUserEmail is used to upsert the user.

• externalBusinessId is used to upsert the business.

• businessDisplayName is used for readable business labels in UI.

• role controls access inside embed session.

• smsLimits sets available SMS capacity for this business context.

• Use short TTLs for exp and issue tokens per active session.

Step 3: Pass token into iframe session

Your frontend requests a token from your backend, then appends it to the embed URL as a session bootstrap token.