Thanks for the reply @KyleG-Shopify!
Here was the direct feedback:
“Your app must provide a consistent embedded experience by ensuring that any off-platform features are integrated directly within the Shopify Admin. See screencast for additional details. Ensure a consistent user experience which means if the app is intended to be embedded, then all the features and functionalities available for Shopify merchants should only be accessed through an embedded UI. This is the same expectation when the app is intended to be a non-embedded app where all features and functionalities should only be accessed through the non-embedded UI.”
From the best practices link, the “Exception” applies to our situation, i.e.:
“Access to some apps cannot be easily obtained by merchants in a self-service manner, and require a more complex sign-up, often involving a business-to-business contract. Examples of this include connecting to ad networks or allowing non-merchants to log in. These apps aren’t required to enable seamless sign up using a merchant’s credentials. The first step to the in-admin onboarding of these apps must always be a workflow that enables a merchant to link the current store with their existing credentials.”
I have since seen an email reply from the support team for my inquiry as well:
“Concerning your query, implementing a one-time secure linking step for identity verification is acceptable, and returning the user to Shopify after the verification process is a solid approach. However, since all features are accessed through your non-embedded UI, we recommend redirecting users to the portal immediately after installation, as the embedded UI would not be useful in this case. Refer to [screencast], which should redirect us to the app UI or portal immediately after OAuth.”
It seems then sufficient to, immediately after auth completes on Shopify, redirect them to our off-platform portal for identity verification, and simply not require a button click. It also sounds like the button remaining is not a problem as long as it remains optional to use to access our off-platform portal in general.
The screencast was welcome and very helpful, just I initially drew the wrong conclusion from it. I think I get it now, though! If this all sounds right, I think we are all set.