From 6073d778cdce602f9bcd550133583c23666b03fe Mon Sep 17 00:00:00 2001 From: Tamal Chowdhury Date: Sun, 24 May 2026 19:48:56 +0600 Subject: [PATCH 1/5] update the kinde environments page --- .../docs/build/environments/environments.mdx | 111 +++++++++++------- 1 file changed, 70 insertions(+), 41 deletions(-) diff --git a/src/content/docs/build/environments/environments.mdx b/src/content/docs/build/environments/environments.mdx index 41db4a24b..4f7235da4 100644 --- a/src/content/docs/build/environments/environments.mdx +++ b/src/content/docs/build/environments/environments.mdx @@ -1,9 +1,12 @@ --- page_id: d95a8edd-f61a-4095-a80e-ffd67f90a438 -title: About environments +title: Manage Kinde environments description: Overview of Kinde environments including production and non-production environments, environment management, rate limiting considerations, and development workflow best practices. sidebar: order: 1 + label: Manage environments +tableOfContents: + maxHeadingLevel: 3 app_context: - m: settings s: environment_details @@ -12,6 +15,11 @@ topics: - environments - development - production + - staging + - testing + - environment management + - environment switching + - environment settings sdk: [] languages: [] audience: developers @@ -19,74 +27,95 @@ complexity: beginner keywords: - environments - production environment - - non-production - - staging - - testing + - non-production environment + - staging environment + - testing environment - environment management - - rate limiting + - create environment + - delete environment + - rename environment + - environment settings + - environment switcher + - switch environment + - dev environment updated: 2024-01-15 featured: false deprecated: false -ai_summary: Overview of Kinde environments including production and non-production environments, environment management, rate limiting considerations, and development workflow best practices. +ai_summary: "Kinde supports multiple environments to match your software development workflow. Every Kinde business includes one production environment by default. You can create additional non-production environments — such as dev, test, or staging — on a paid plan. Use the environment switcher in the top-left of the dashboard to switch between environments or access environment settings. You can create, rename, delete (non-production only), and configure environment settings including analytics integrations. The production environment cannot be deleted and must go through the go-live checklist to be set to live. Currently, there is no built-in way to copy configuration between environments, but a separate guide covers how to manage this." --- -Kinde allows you to run multiple environments to support your software development cycle. All plans come with one production environment and one non-production environment. Higher plans come with additional non-production environments, so you can add staging, testing, beta, etc. to meet your team’s needs. +Kinde allows you to run multiple environments to support your software development cycle. - +You can see the environment you are working in at the top left of the home page when signed in. To make the production environment live, [follow the go-live checklist](/build/environments/production-to-live/). -You can see the environment you are working in at the top left of the home page when signed in. +## Manage environments -## Take care using multiple environments +### Environment switcher -Unless you are a developer, we recommend you stay in the production environment for viewing and working with your Kinde account. +1. Sign in to your Kinde dashboard. +2. On the top left of the screen, you will see the environment you are currently in. +3. Select the environment drop-down to: + - Switch to another environment + - View all your environments (and create additional ones) + - View and edit the current environment settings -For developers who want to test new user configurations or make other changes, do this in a non-production (testing or staging) environment first, before replicating in the production environment. +### Create a new environment -## Rate limiting for live production environments +1. From the environment drop-down, select **All environments**. +2. In the **Environments** page, select **Add environment**. +3. Enter a name for the environment (e.g., Development). +4. Enter a dev-friendly code for the environment (e.g., `dev`). +5. Select **Save**. -Before you make your production environment live, [follow ](/build/environments/production-to-live/)[this checklist](/build/environments/production-to-live/). + You will see the new environment in the list. -It is critical that all [third-party authentication](/authenticate/authentication-methods/set-up-user-authentication/) connections (such as social connections or enterprise connections) are set up with the third-party’s Client ID and Client secret. If you leave these fields blank during setup, Kinde’s credentials will be used as a proxy, and rate limits will apply. + -Note that you can leave these fields blank in your non-production environments. Non-production environments cannot be made live. +6. Select **Switch to this environment** on the environment card to start working in the new environment. -## View and manage environments +### Rename an environment -Select the environment drop-down in the top left of the home screen. From here you can: -- Switch to another environment -- View all your environments (and create additional ones) -- View environment settings +1. From the environment drop-down, select **All environments**. +2. On the environment you want to rename, select the **three dots menu** (...). +3. Select **Edit environment**. +4. Update the environment name and select **Save**. -## Add an environment +### Delete a non-production environment -You can only add non-production environments. +1. From the environment drop-down, select **All environments**. +2. On the environment you want to delete, select the **three dots menu** (...). +3. Select **Delete environment**. +4. Confirm you want to delete the environment. This action is irreversible. -1. Select the environment drop-down in the top left of the home screen, and select **All environments**. -2. On the **Environments** page, select **Add environment**. -3. Enter a name and code for the environment, then select **Save**. + -## Switch between environments +### Update environment settings -Select the environment drop-down in the top left of the home screen, and select the environment you want to switch to. +1. From the environment drop-down, select **Environment settings**. +2. Update the environment name as needed. +3. Optionally, add third-party analytics tracking codes such as Google Analytics, Hotjar, and Contentsquare. -## Change the name of an environment + If you are editing the production environment, you can also update the environment status to **Live**. See the [go live checklist](/build/environments/production-to-live/) for more details. -1. Switch to the environment you want. -2. Select the environment drop-down in the top left of the home screen and choose **Environment settings**. -3. Change the environment name and select **Save**. +## Kinde environment FAQs -## Delete a non-production environment +### Who should use multiple environments? -You cannot delete the production environment. +If you want to test new user configurations or make other changes, do so in a non-production environment (e.g., testing or staging) first, then replicate the changes in production. -1. Select the environment drop-down in the top left of the home screen, and select **All environments**. -2. On the environment you want to delete select the three dots, then select **Delete environment**. -3. Confirm you want to delete the environment. This action is irreversible. +Unless you are a developer, we recommend you stay in the production environment for viewing and working with your Kinde account. -## Move data between environments +### Move data between environments -There is currently no way to shift data or configuration settings between environments. For now, you need to replicate settings manually, and export/import data or use the [Kinde Management API](https://docs.kinde.com/kinde-apis/management/). It's on our roadmap to make this easier someday. +Currently, there is no way to copy configuration settings between environments in the Kinde dashboard. You can use this guide to [copy Kinde configuration across environments](/developer-tools/guides/manage-kinde-configuration/). \ No newline at end of file From 62e58fff16b493d6c1a16d6cce6787959abeaad4 Mon Sep 17 00:00:00 2001 From: Tamal Anwar Chowdhury Date: Wed, 27 May 2026 00:44:02 +0600 Subject: [PATCH 2/5] update the environment page --- src/content/docs/build/environments/environments.mdx | 8 +++++--- 1 file changed, 5 insertions(+), 3 deletions(-) diff --git a/src/content/docs/build/environments/environments.mdx b/src/content/docs/build/environments/environments.mdx index 4f7235da4..3ec79fac3 100644 --- a/src/content/docs/build/environments/environments.mdx +++ b/src/content/docs/build/environments/environments.mdx @@ -38,7 +38,7 @@ keywords: - environment switcher - switch environment - dev environment -updated: 2024-01-15 +updated: 2026-05-27 featured: false deprecated: false ai_summary: "Kinde supports multiple environments to match your software development workflow. Every Kinde business includes one production environment by default. You can create additional non-production environments — such as dev, test, or staging — on a paid plan. Use the environment switcher in the top-left of the dashboard to switch between environments or access environment settings. You can create, rename, delete (non-production only), and configure environment settings including analytics integrations. The production environment cannot be deleted and must go through the go-live checklist to be set to live. Currently, there is no built-in way to copy configuration between environments, but a separate guide covers how to manage this." @@ -59,6 +59,8 @@ You can see the environment you are working in at the top left of the home page ### Environment switcher +![kinde environment switcher](https://imagedelivery.net/skPPZTHzSlcslvHjesZQcQ/2f35b1fe-faa5-4d54-7abb-1330aba28700/socialsharingimage) + 1. Sign in to your Kinde dashboard. 2. On the top left of the screen, you will see the environment you are currently in. 3. Select the environment drop-down to: @@ -116,6 +118,6 @@ If you want to test new user configurations or make other changes, do so in a no Unless you are a developer, we recommend you stay in the production environment for viewing and working with your Kinde account. -### Move data between environments +### Can I copy configuration between environments? -Currently, there is no way to copy configuration settings between environments in the Kinde dashboard. You can use this guide to [copy Kinde configuration across environments](/developer-tools/guides/manage-kinde-configuration/). \ No newline at end of file +No. You cannot copy configuration settings between environments using the Kinde dashboard. However, you can use the Kinde Management API to achieve this — [follow this guide](/developer-tools/guides/manage-kinde-configuration/). \ No newline at end of file From a00bcdec23744916e6ab8b6bc4be8706d0ef0a80 Mon Sep 17 00:00:00 2001 From: Tamal Anwar Chowdhury Date: Wed, 27 May 2026 21:48:05 +0600 Subject: [PATCH 3/5] initial update the go-live checklist page --- .../build/environments/production-to-live.mdx | 96 ++++++++++++++++--- 1 file changed, 81 insertions(+), 15 deletions(-) diff --git a/src/content/docs/build/environments/production-to-live.mdx b/src/content/docs/build/environments/production-to-live.mdx index ca6269940..600c3c6a1 100644 --- a/src/content/docs/build/environments/production-to-live.mdx +++ b/src/content/docs/build/environments/production-to-live.mdx @@ -4,6 +4,9 @@ title: Prepare your production environment to go live description: Comprehensive checklist for preparing production environment to go live including authentication setup, domain configuration, security measures, and analytics integration. sidebar: order: 2 + label: Go live checklist +tableOfContents: + maxHeadingLevel: 3 relatedArticles: - d95a8edd-f61a-4095-a80e-ffd67f90a438 - 692187c5-1b82-467a-b86f-85b9098ecaab @@ -36,6 +39,8 @@ ai_summary: Comprehensive checklist for preparing production environment to go l As you build your business on Kinde and configure connections and features, you will eventually want to set your production environment to be ‘live’. This indicates the status of the environment to anyone making changes. +![kinde production environment to live](https://imagedelivery.net/skPPZTHzSlcslvHjesZQcQ/128c203f-79bc-4cce-8d62-55dfbe95e900/socialsharingimage) + Follow the checklist below before you switch your environment to show as 'Live'. -## Go-live checklist +## Required steps to go live + +### Set third-party app credentials +Enter a `Client ID` and `Client secret` in all your [third-party authentication](/authenticate/authentication-methods/set-up-user-authentication/) connections (such as social connections or enterprise connections). + + + +### Add Twilio details + +If you have enabled [phone or SMS authentication](/authenticate/authentication-methods/phone-authentication/) then make sure to add your Twilio details. + +## Recommended steps + +### Add terms and policies URL + +Add [policies and terms](/manage-your-account/business-information/policies-terms/) so that users can access and agree to these on sign up. + +### Connect your own domain + +Connect your own domain to give your users a branded experience. + +1. Go to **Settings > Environment > Custom domain**. +2. Select **Add custom domain**. +3. In the dialog, enter your custom domain. +4. Select **Save**. + +Learn more about [using a custom domain](/build/domains/pointing-your-domain/) and [customizing the sign in screens](/design/brand/global-brand-defaults/). + +### Configure custom email details + +Configure a custom email sender so you give your users a branded experience. -Before you go live, make sure you’ve done the following: +1. Go to **Settings > Environment > Messaging > Email Sender**. +2. Enter a **Sender name**. +3. Select **Save**. -- (Required) Enter a `Client ID` and `Client secret` in all your [third-party authentication](/authenticate/authentication-methods/set-up-user-authentication/) connections (such as social connections or enterprise connections). If you left these fields blank at setup, Kinde’s credentials are used and rate limits will apply. -- (Required) Add Twilio details if you have [phone or SMS authentication](/authenticate/authentication-methods/phone-authentication/) switched on. -- Add a [development environment](/build/environments/environments/) to continue building your product on Kinde without affecting the live production instance. -- Add [policies and terms](/manage-your-account/business-information/policies-terms/) so that users can access and agree to these on sign up. -- Configure [custom email details](/get-started/connect/customize-email-sender/) so that authentication emails sent to your users come from your business, and not Kinde. -- Connect [your own domain](/build/domains/pointing-your-domain/) and customize the [sign in screens](/design/brand/global-brand-defaults/) to provide a seamless and branded experience for users. -- Set up [multi-factor authentication](/authenticate/multi-factor-auth/enable-multi-factor-authentication/) to add extra layers of security for user sign in. -- Connect [Google analytics](/manage-users/view-activity/track-user-sign-in-with-google-analytics/) to track sign ups through Kinde. -- Set up [default roles](/manage-users/roles-and-permissions/default-user-roles/) for assigning to new users when they sign up. +To control the full email experience, learn how to [configure a custom SMTP provider with Kinde](/get-started/connect/customize-email-sender/). -## Switch an environment to appear live +### Add a development environment + +You can add additional Kinde environments to aid in your development workflow. Learn more about creating [environments](/build/environments/environments/). + +### Set up default roles + +Set up default roles for assigning to new users when they sign up. + +1. Go to **Settings > User management > Roles** +2. Add your roles (e.g., User, Admin, etc.) + +Learn more about [default roles](/manage-users/roles-and-permissions/default-user-roles/) + +### Set up multi-factor authentication + +Set up multi-factor authentication to add extra layers of security for user sign in. + +1. Go to **Settings > Environment > Multi-factor auth** +2. Toggle the switch to either **Yes** or **Optional**. +3. Select the authentication methods you want to use (e.g., SMS, Email, etc.). +4. Select **Save**. + +Learn more about [multi-factor authentication](/authenticate/multi-factor-auth/enable-multi-factor-authentication/) + +### Add tracking scripts + +Add tracking scripts like [Google Analytics](/manage-users/view-activity/track-user-sign-in-with-google-analytics/), [Hotjar](/manage-users/view-activity/hotjar/), or [Contentsquare](/manage-users/view-activity/contentsquare/) to track user activity and behavior. + +1. Go to **Settings > Environment > Environment details** +2. Scroll down to the **Third-party analytics** section +3. Add your tracking ID(s). +4. Select **Save**. + +## Switch production environment to appear live When you are ready, turn the 'Live' indicator switch on. -1. Open your production environment. -2. Go to **Settings > Environment > Details.** +1. Switch to your production environment. +2. Go to **Settings > Environment > Environment details.** 3. Scroll to the **Environment status** section and toggle the switch to **Live**. -4. Select **Save**. If there are any issues, an error message will appear. Where there are no errors, your Kinde environment should now show as 'Live. +4. Select **Save**. + + If there are any issues, an error message will appear. Where there are no errors, your Kinde production environment should now show as 'Live. ![Status of production environment in Kinde](https://imagedelivery.net/skPPZTHzSlcslvHjesZQcQ/ac1aa617-bcb6-4a7f-02d3-b51aa7bcc600/public) From 66d97a29d28de23f32d40806dbaa9df6dc43fcbe Mon Sep 17 00:00:00 2001 From: Tamal Anwar Chowdhury Date: Wed, 27 May 2026 23:06:50 +0600 Subject: [PATCH 4/5] update the go-live checklist --- .../docs/build/environments/environments.mdx | 4 + .../build/environments/production-to-live.mdx | 132 +++++++++++------- 2 files changed, 89 insertions(+), 47 deletions(-) diff --git a/src/content/docs/build/environments/environments.mdx b/src/content/docs/build/environments/environments.mdx index 3ec79fac3..32cf3b055 100644 --- a/src/content/docs/build/environments/environments.mdx +++ b/src/content/docs/build/environments/environments.mdx @@ -70,6 +70,10 @@ You can see the environment you are working in at the top left of the home page ### Create a new environment + + 1. From the environment drop-down, select **All environments**. 2. In the **Environments** page, select **Add environment**. 3. Enter a name for the environment (e.g., Development). diff --git a/src/content/docs/build/environments/production-to-live.mdx b/src/content/docs/build/environments/production-to-live.mdx index 600c3c6a1..cd285c126 100644 --- a/src/content/docs/build/environments/production-to-live.mdx +++ b/src/content/docs/build/environments/production-to-live.mdx @@ -1,7 +1,7 @@ --- page_id: 6018b610-bb9d-48b4-a226-f88f7fc68296 title: Prepare your production environment to go live -description: Comprehensive checklist for preparing production environment to go live including authentication setup, domain configuration, security measures, and analytics integration. +description: "Checklist for preparing your Kinde production environment before marking it as Live, including required setup, security controls, branding, and analytics." sidebar: order: 2 label: Go live checklist @@ -19,6 +19,7 @@ topics: - environments - production - go-live + - security sdk: [] languages: [] audience: developers @@ -30,29 +31,42 @@ keywords: - third-party authentication - custom domain - multi-factor authentication - - Google analytics -updated: 2024-01-15 + - terms of use and privacy policy + - default roles + - twilio sms authentication + - custom email sender + - google analytics +updated: 2026-05-27 featured: false deprecated: false -ai_summary: Comprehensive checklist for preparing production environment to go live including authentication setup, domain configuration, security measures, and analytics integration. +ai_summary: "This guide helps you prepare a Kinde production environment before marking it as Live. It covers required setup for third-party authentication credentials and Twilio SMS configuration, then walks through recommended business readiness steps in priority order. These include adding terms and privacy policy URLs, enabling multi-factor authentication, setting default roles, connecting a custom domain, configuring a branded email sender, adding tracking scripts, and creating additional development environments. The page also clarifies that the Live switch is a status indicator only and does not publish or change app behavior." --- -As you build your business on Kinde and configure connections and features, you will eventually want to set your production environment to be ‘live’. This indicates the status of the environment to anyone making changes. +Use this checklist to prepare your Kinde production environment before you mark it as `Live`. ![kinde production environment to live](https://imagedelivery.net/skPPZTHzSlcslvHjesZQcQ/128c203f-79bc-4cce-8d62-55dfbe95e900/socialsharingimage) -Follow the checklist below before you switch your environment to show as 'Live'. +Completing these steps helps reduce launch risk and gives your team a clear signal that the environment is production-ready. -