This article describes what's involved in the technical aspect of onboarding once the contract has been signed and you are ready to start onboarding.
This process can take from a single day to a few weeks depending on many factors such as how ready a customer is with their technical setup, how quickly users create their PINs, and how complicated the wallet setup may be.
The entry point to the technical process is the onboarding form. This should be completed after a discussion with our sales team. If you need a more complicated or technical-based discussion, please reach out to your sales representative and our technical team can talk you through the details.
For Production onboarding, the process is:
| Stage | Notes | Responsible |
|---|---|---|
| Onboarding Form Complete | Once the form is complete, Bitpanda Custody will review the data and may reach out for a technical discussion to confirm your requirements. | Customer |
| Users invited | Each user is sent an invite email. | Bitpanda Custody |
| User set PIN | Each user will need to download and install the iOS App. | Customer |
| Wallet Setup Reviewed and Confirmed | Bitpanda Custody will review the Wallet setup and may schedule a technical meeting to review and discuss options. | Bitpanda Custody |
| Wallet(s) created | Bitpanda Custody will create the wallets. | Bitpanda Custody |
| Users Signed Wallet Setup | Each user in a wallet policy will need to sign the policy creation. | Customer |
| Webhooks / events provided | If the customer requires Webhooks, they must be provided. | Customer |
| Customer webhooks created | Bitpanda Custody will create the webhooks for the chosen events. | Bitpanda Custody |
| API Access requested? (Y/N) | If API access is required. | Customer |
| API Key 2nd channel provided | A 2nd channel needs to be provided by the customer to securely send the API key. | Customer |
| API Key created | Bitpanda Custody will create the API key. | Bitpanda Custody |
| API Key distributed | Bitpanda Custody will distribute the API Key. | Bitpanda Custody |
| External Key Signing Required? (Y/N) | If the customer requires external key signing. | Customer |
| Ex Signing Review Meeting Completed | A video meeting is required to confirm the use case and that the customer is aware of their responsibilities. | Bitpanda Custody |
| Ex Signing Approved | Bitpanda Custody will need to approve the customer setup before proceeding. | Bitpanda Custody |
| Ext Signing Public Key Provided | The customer will send the details of their public key. | Customer |
| Final Sign off | Confirmation that all is well and the onboarding process is complete. Any subsequent changes will require a service request. | Bitpanda Custody |