To comply with standards we need to collect personal information for any business owner that owns more than 25% of the company.

Sometimes, the owners are not the ones filling out the onboarding form. In these cases, the user filling the form can generate a unique link and send it to the owner so they can fill in their own information.

This feature is enabled by default on the onboarding.js form. By default, the generated link will point to Confido Legal’s owner information form. But you can create your own page using onboarding.js to keep users on your domain.

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Hosting an Owner Form on your domain

You can host your own owner form on your domain. This lets you keep users on your platform instead of directing them to Confido’s owner form.

You can use onboarding.js to host an owner form. Very similar to the renderForm function, there is also a renderOwnerForm function.

You pass a url to the renderForm function under the ownerInviteUrl prop. This url should be a page that you manage and that utilizes the renderOwnerForm function. When a user generates a owner invite link the returned url will have a o_code query parameter. On your page, you will need to grab this param and pass it into renderOwnerForm.

For example, if you passed the following url into renderForm under the ownerInviteUrl opt:
https://my-app.com/owner-form

Then the generated url would look something like this:
https://my-app.com/owner-form?o_code=owner_d97b6badb88240f35c263357b21

On your page, you would grab the o_code and pass it into the renderOwnerForm method of confidoOnboarding.

confidoOnboarding.renderOwnerForm({
  code: 'owner_d97b6badb88240f35c263357b21',
  containerId: 'my-container',
  onChange?: myOnChangeHandler,
  style?: ConfidoStyleOptions,
})

If you do not want to offer this function for your users, you can disable the feature by passing the disableOwnerInvite: true option to renderForm.