Business onboarding

Complete the Authorized User List

During the onboarding process, you’ll provide a list of authorized entity level users. Portfolio level users can be added after onboarding is complete. It’s important to understand roles, permissions, and access available prior to adding team members. 

While completing the business application, in the “Add team members” section, you’ll assign each entity level team member a role, and provide the following information:

  • Full Name

  • Date of birth 

  • Residential address

  • Government ID number 

  • Upload color copy of ID

  • YubiKey information, if applicable

    • Preferred YubiKey type, shipping address, and phone number

  • Confirm if the team member can have Video Approver permissions (this allows the user to authorize transactions via video call)

It's recommended to add all entity level team members in the business application. After onboarding is complete, Team Managers and Admins will be able to edit roles, adjust access levels, remove, and add team members.