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:
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.
Each user is sent an invite email
User set PIN
Each user will need to download and install the iOS App
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 will create the wallets
Users Signed Wallet Setup
Each user in a wallet policy will need to sign the policy creation
Webhooks / events provided
If the customer requires Webhooks they must be provided
Customer webhooks created
Trustology will create the webhooks for the chosen events
API Access requested? (Y/N)
If API access is required
- API Key 2nd channel provided
In order to securely send the API key a 2nd channel needs to be provided by the customer
- API Key created
Trustology will create the API key
- API Key distributed
Trustology will distribute the API Key
External Key Signing Required? (Y/N)
If the customer requires external key signing
- 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.
- Ex Signing Approved
Trustology will need to approve the customer setup before approving.
- Ext Signing Public Key Provided
Customer will send the
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.