Stripe Connect is utilized in LEAD to allow you to connect other Stripe accounts to your platform and associate them with Premium content (currently Groups only). Funds will be transferred appropriately to the configured Connected Account for this content.

Setup

To utilize the Stripe Connect features of LEAD, your Stripe account, which is treated as the “platform” account, must be configured for Stripe Connect.

This process includes steps that must be taken by an Administrator of the client’s Stripe account, as well as steps that must be configured by Fivable for your LEAD instance.

First, an Administrator for your Stripe account must:

1. Verify you are signed into the correct Stripe account and do not have Test Mode enabled.

Open

Note: If you have access to more than one Stripe account in the Stripe Dashboard, you can ensure you are logged into the correct account using the selector in the top-left of the screen.

2. Set up your Stripe account for Connect

   1. Visit this link to check if your account is already set up with Stripe Connect.

   2. If your account is already configured for Stripe Connect, continue to step 2.

   3. If your account is not configured for Stripe Connect, click Get Started with Connect, which will guide you through the process of establishing your account as a Stripe Connect platform account.

      1. Choose “Buyers will purchase from you” option

3. Check this link to check whether or not there are any additional actions that must be taken to enable the remaining set up. For instance, you may need to provide identification documents. If you don’t see any calls to action on this page, continue to Step 4.

4. Update relevant Stripe Connect Settings

   1. Visit this link to access your Stripe Connect settings.

   2. Availability > Account Types should have a check mark next to the type Standard.

   3. Availability > Capabilities should have a check mark next to Card payments and Transfers.

   4. Branding settings may optionally be set to customize what Admins of Connected Accounts will see when completing the onboarding form to connect to your account.

   5. Integration > Oauth settings should have Oauth for Standard Accounts enabled. LEAD does not support connecting Express accounts, but it may be enabled if you need it for other purposes. If not, we recommend disabling it.

   6. Integration > Redirects - You will need to click Add URI and supply LEAD’s Oauth redirect URI for your instance. This will follow the pattern https://[your-app-url]/stripe/connect/oauth-redirect

      1. Example: for the LEAD app at https://example.leadlms.com the redirect URI would be https://example.leadlms.com/stripe/connect/oauth-redirect

When these steps have been taken, Fivable will:

1. Configure your Stripe Platform Client ID on your LEAD instance, enabling the features.

2. Create a Connect Webhook for handling events related specifically to Stripe Connect features.

3. Verify that the Connected Account features are working properly on your instance before you start using them.