ONBOARDING

Onboarding is the general process a user needs to go through to be able to trade on the FI platform

Registration

When a user registers, an admin account will use the "adduser" request from the previous page to generate a new account. By default the user will have their "active" flag set to N.

Roles and Forms

Roles and forms are created on the website by an onboarding admin user.

Roles consists of forms, while forms are the questions you need your client to fill out to pass your KYC process.

A role can contain 1 or more forms.

To create a form on the website you need to go to Administation -> Oboarding -> Forms

Admin click on the top right to get this popup

Left hand side of the administration portal

Forms consist of many fields and an admin can set what type of data they'd like their client to fill out.

A Form can consist of any number of fields

Once you have created a form you can add them to roles

You can get to the Roles page by going to Administation -> Oboarding -> Roles

Here you can drag and order the forms you created towards a specific Role

Once that is done for your role to be selectable on the registration page you need to publish this Role.

Once a user fills out the forms that were generated for their specfic role, an admin needs to approve these submissions.

To start approving / rejecting an admin can go to Administation -> Oboarding -> Review Submissions

Here they can review submissions. If all submissions are approved the user will be approved and their "active" attribute will be set to "Y". This will allow a user to start making orders.

EXAMPLES OF REVIEWING SUBMISSIONS

If a single form is rejected this user will be rejected.