Audience: All users
Prerequisites: Business email, basic company details for KYC
Outcomes: A verified login, completed profile, KYC status visible
Step 1 — Sign up
Open the signup page and create a user.
Accept Terms and Privacy Policy.
Step 2 — Verify email
Check your inbox; click the verification link to activate the account.
Didn’t receive it? Check spam or ask an admin to resend.
Step 3 — Complete your profile
Name, role/title, language, timezone, avatar (optional).
Step 4 — KYC (if your org requires it)
Settings → Compliance.
Submit the required documents (company legal name, registration, address, representative ID).
Status appears on your profile:
pending → verified
(orneeds more info
).
Tip: You can browse the UI while KYC is pending; sensitive actions (e.g., releasing escrow) are gated with a clear message.
Troubleshooting
Reset password: use Forgot password.
2FA lost: ask an admin to reset 2FA, then re‑enroll.
Email change: update in Profile (may need SSO admin if SSO is enabled).