User onboarding
Understanding the new user experience when joining the platform.
This guide explains the different onboarding paths users experience when joining the platform. Understanding these processes helps administrators support users and troubleshoot issues.
User onboarding paths
There are two main ways users join an existing platform:
1. Invited users (invitation flow)
- Receive invitation link via email or direct sharing
- Complete guided onboarding process
- Join existing organization or create their own
2. Created users (admin-created)
- Accounts created directly by administrators
- Simplified onboarding - only need to set up wallet security
- Must use "Forgot password" to access platform first
First administrator setup
The first administrator follows a different process covered in First Admin Setup. This guide focuses on standard user onboarding flows.
Complete onboarding flow (invited users)
This is the full onboarding experience for users who receive invitations.
Receive invitation
Users receive an invitation via email with a secure link or a direct link shared by an administrator. The invitation contains platform welcome information and organization details.
Sign up
Clicking the invitation link takes users to the signup form where they enter their email address (must match the invitation) and choose a strong password.
Accept invitation
After signing up, users see the organization they're joining and can confirm acceptance to proceed.
Wallet creation
The platform automatically generates a blockchain wallet with a unique address. Users see their wallet address (0x...) and an explanation of its purpose.
Security setup
Users must secure their wallet by entering a 6-digit PIN and confirming it. This PIN is used for all blockchain transactions.
Security reminder
Users must remember their chosen security method. This cannot be easily reset without backup codes.
Backup codes
The system generates recovery codes that users must save securely. These are the only way to recover wallet access if the PIN is lost.
On-chain identity
Users click Create my on-chain ID, enter their PIN, and wait for transaction confirmation. This deploys an identity contract linked to their wallet that can receive verifications.
Profile completion
Users can optionally add KYC profile information (name, date of birth, country of residence, residency status, national ID) or skip and complete later.
Simplified onboarding (created users)
Users created directly by administrators have a much simpler experience:
Access platform
Navigate to the platform URL provided by the administrator and click "Forgot password" (since passwords are randomly generated). Enter the email address used during creation, check email for the reset link, and set a new password.
Set up wallet security
After logging in, users must secure their wallet by setting up a 6-digit PIN and saving the backup codes. Copy or download the recovery codes and store them securely offline—they're required for wallet recovery.
That's it! Created users are immediately ready to use the platform since their account, wallet, and identity were pre-configured by the administrator.
Post-onboarding status
After completing onboarding, next steps depend on the user's role:
Administrative users
- Joined organization ✓
- Wallet and identity created ✓
- Need role assignment - Must be granted administrative roles to perform duties
- Cannot access admin functions until permissions granted
- See Add Administrators for role assignment
Investors/asset holders
- Joined organization ✓
- Wallet and identity created ✓
- Need KYC completion - Must finish KYC profile for verification
- Cannot receive assets until KYC verified
- See Verify KYC for verification process
Troubleshooting
| Issue | Solution |
|---|---|
| "Email already exists" | • User may have existing account • Check for previous invitations • Try password reset |
| "Invalid invitation" | • Send fresh invitation • Check link integrity • Verify invitation was created correctly |
| "Transaction failed" during wallet/identity setup | • Insufficient gas (public chains) • Network connectivity issues • Browser compatibility |
| "Lost PIN" | • Use backup codes • Contact administrator • May need wallet recovery |
| "Cannot create identity" | • System contracts must be deployed • Check user completed wallet setup • Verify network status |
Next steps after onboarding
For administrators:
- Add Administrators - Assign roles
- Verify KYC - Issue KYC verifications
For new users:
- Complete profile information
- Await role assignments
- Review platform documentation
- Begin platform activities
Related guides
- Invite Users - Sending invitations
- Create Users - Direct user creation (bypasses onboarding)
- Provide KYC Data - Complete KYC profile after onboarding
- Register User - Register users in identity registry (next step after onboarding)
- First Admin Setup - Platform initialization
- Add Administrators - Role assignment