Onboarding Users
Marketplace Users can be onboarded via Checkbook’s API or through the dashboard.
-
To use the API, follow the Add a Marketplace User guide.
-
To use the dashboard, follow the steps below
Dashboard Onboarding Steps
Add a New User
Go to the Marketplace tab in the Dashboard and navigate to the Users section. Click “Add User” to begin creating a new Marketplace User.
Save API Keys
Once the user is created, Checkbook will generate a set of API keys for that user.
Note
Be sure to save them now—this is the only time the full key will be shown.
Complete User Setup
Click the edit icon next to the new user in the table to access their details.
From the user detail page, you can:
-
Add KYC/KYB information
-
Link bank accounts and cards
-
Customize outbound email and recipient experience
-
View developer details and configuration
Last updated on