This article describes whats 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 complicate the wallet setup may be.

The entry point to the technical process is 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 Trustology will review the data and depending on the answers we may reach out for a technical discussion to confirm your requirements.

Customer

Users invited

Each user is sent an invite email

Trustology

User set PIN

Each user will need to download and install the iOS App

Customer

Wallet Setup Reviewed and Confirmed

Trustology will review the Wallet setup required and in some cases schedule a technical meeting to review and discuss options.

Trustology

Wallet(s) created

Trustology will create the wallets

Trustology

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

Trustology will create the webhooks for the chosen events

Trustology

API Access requested? (Y/N)

If API access is required

Customer

- API Key 2nd channel provided

In order to securely send the API key a 2nd channel needs to be provided by the customer

Customer

- API Key created

Trustology will create the API key

Trustology

- API Key distributed

Trustology will distribute the API Key

Trustology

External Key Signing Required? (Y/N)

If the customer requires external key signing

Customer

- Ex Signing Review Meeting Completed

External key signing has a more complex technical requirement and requires a meeting to confirm the use case and that the customer is aware of their responsibilities.

Trustology

- Ex Signing Approved

Trustology will need to approve the customer setup before approving.

Trustology

- Ext Signing Public Key Provided

Customer will send the

Customer

Final Sign off

Confirmation all is well and close the onboarding process. Any subsequent changes will require a service request by contacting your sales representative.

Trustology

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