> For the complete documentation index, see [llms.txt](https://fundamental-interactions-inc.gitbook.io/websocket-api/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://fundamental-interactions-inc.gitbook.io/websocket-api/onboarding.md).

# ONBOARDING

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

**Registration**

<figure><img src="https://1549898297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOEmO1S_tBPZ8x5Nzu3%2Fuploads%2FP69HX6K6hP7LXaBPNKJK%2Fimage.png?alt=media&amp;token=38d5683b-7199-49de-acd3-bc5f119719ba" alt="" width="375"><figcaption></figcaption></figure>

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.&#x20;

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

<figure><img src="https://1549898297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOEmO1S_tBPZ8x5Nzu3%2Fuploads%2F9abNxuCNcoP0GrE15P2d%2Fimage.png?alt=media&amp;token=d043ff3b-3aec-480b-8020-8911931ef694" alt=""><figcaption><p>Admin click on the top right to get this popup</p></figcaption></figure>

<figure><img src="https://1549898297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOEmO1S_tBPZ8x5Nzu3%2Fuploads%2FLW7WjdR7gfBqTwGJQ2mj%2Fimage.png?alt=media&amp;token=c1a6be94-cdb2-4a6d-9863-d5a58311ce3d" alt=""><figcaption><p>Left hand side of the administration portal</p></figcaption></figure>

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

<figure><img src="https://1549898297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOEmO1S_tBPZ8x5Nzu3%2Fuploads%2FU1mEbj2tqz10sDGfw8Xd%2Fimage.png?alt=media&amp;token=060004ce-55a6-4588-b6bf-15da6cfe66db" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1549898297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOEmO1S_tBPZ8x5Nzu3%2Fuploads%2FfA8p3TH3YciPe9pSHSoX%2Fimage.png?alt=media&amp;token=c3e57355-260a-4fb2-ba7e-4010e09d9560" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="https://1549898297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOEmO1S_tBPZ8x5Nzu3%2Fuploads%2FHoucvBlPFo5tZEhpdVxA%2Fimage.png?alt=media&amp;token=7dc92dfa-5516-411e-89c4-34d0cc264135" alt=""><figcaption></figcaption></figure>

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**

<figure><img src="https://1549898297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOEmO1S_tBPZ8x5Nzu3%2Fuploads%2FE4LqecFafKeNrGy3Z7Ew%2Fimage.png?alt=media&amp;token=29cc7203-d3cf-4a71-9472-59f11e167fc8" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1549898297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOEmO1S_tBPZ8x5Nzu3%2Fuploads%2FE44yRUwlGqQfmt42jB1D%2Fimage.png?alt=media&amp;token=3283fcbb-dd09-4326-9853-7fc139d87408" alt=""><figcaption></figcaption></figure>

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


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://fundamental-interactions-inc.gitbook.io/websocket-api/onboarding.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.