Customer Identity Handbook: A Guide for Product & Engineering Leadership


Customer identity sits behind every signup, login, and session. When it’s done right, teams ship faster, reduce risk, and deliver consistent experiences.

This handbook gives product and engineering leaders a practical view of CIAM foundations, today’s table stakes, and how to design for scale, security, and extensibility.

Download it to learn:

  • CIAM functions: authentication, authorization, identity management 
  • SSO, passkeys, and MFA as baseline capabilities 
  • IdPs and key standards: OAuth 2.0, OIDC, SAML, SCIM, WebAuthn 
  • Fine-grained authorization (FGA), ReBAC, and real-world patterns 
  • Extensibility for integrations, consent, fraud checks, and analytics

My Details













Yes, within 3-6 months
Yes, within 6-12 months
No specific plans yet, but we are considering it
We have no need for an identity platform

I am the chief decision-maker
I am part of the decision-making group
I make recommendations but still need approval
I am responsible for researching potential solutions
I am not involved in the decision-making process

Hampers time to market
Inability to scale
Low confidence in risk and compliance posture
Low/no integration/interoperability
Poor usability/user experience
Too many resources to maintain and update it
Unplanned downtime
We have no concerns with this