# Getting Started This guide walks you through the initial steps to sign up for your Offering Manager account, configure essential settings, and prepare for your first token offering. ## Sign up for an Offering Manager account Issuers can sign up for a self-serve account at . During signup, choose one of the following plans: * **Free** — 1 offering, up to 5 investors, up to 3 team members. Explore all features in sandbox mode. You cannot publish offerings live, add a custom domain, or process payments. Bitbond branding will be shown on the Invest Page. * **Professional Monthly** or **Professional Annual** — Up to 5 offerings, up to 1,000 investors, up to 3 team members. Publish offerings live, add a custom domain, and accept payments via supported providers. No Bitbond branding on the Invest Page. * **Enterprise** — Unlimited offerings, investors, and team members. All Professional features plus dedicated support and custom contractual terms. To discuss Enterprise, contact Bitbond sales (). After signing up, you’ll be taken to the admin login page. Use the email and password you provided, or click **Sign in with Google** if you signed up via Google SSO. ## Accepting an Invitation (Additional Administrators) If a team member is invited as an administrator, they will receive an email with a link to the **Accept Invitation** page. On that page, they can either: * Set a password for email/password login, or * Sign in with Google using Single Sign-On (SSO) Once they complete this step, they can use either login method on subsequent visits. ## Logging In Access the Offering Manager admin at or by clicking **Login** on the homepage. Sign in with: * **Email and password** — Enter the email address and password associated with your account. * **Google SSO** — Click **Sign in with Google** and authenticate with the same Google account you used at signup or invite acceptance. * **Forgot password** — If you forget your password, click **Forgot password?**, enter your registered email, and follow the link in the email to reset your password. After resetting, you’ll see a confirmation banner on the login page prompting you to sign in with your new password. * **Session expiration** — If your session has expired from inactivity, a banner will prompt you to sign in again. If you have two-factor authentication (2FA) enabled, you’ll be prompted to enter a 6-digit code from your authenticator app (TOTP). If you don’t have access to your authenticator, click **Use a backup code** on the verification screen and enter one of your one-time backup codes. ![admin login](/files/rIAe2QfaLZzvM5JuZnnw) ## First Steps After Login When you log in for the first time, you may see a **Welcome** page that suggests quick actions: * Create your first offering * Invite your team * Read the documentation * Get support Click **Go to Dashboard** or **Create your first offering** to proceed. Before creating your first offering, complete these essential setup steps: ### 1. Manage Your Account Go to [Account](https://github.com/bitbond/offering-manager-docs/blob/main/admin/account/README.md) to update your email address, change your password, and configure two-factor authentication (2FA). You can enable or disable 2FA and view your one-time backup codes on this page. ### 2. Manage Your Subscription Go to [Billing](https://github.com/bitbond/offering-manager-docs/blob/main/admin/billing/README.md) to view your current plan and upgrade or downgrade. To move from Free to Professional Monthly or Annual, you can self-serve in the Billing area. To explore Enterprise, contact Bitbond sales at . ### 3. Review Organization Details Navigate to **Settings** → **Organization** and confirm your organization name and reply-to email address. The reply-to email is used as the sender for all investor-facing emails (order confirmations, payment reminders, etc.). ### 4. Add Bank Details If you plan to accept bank transfers (SEPA or wire), go to **Settings** → **Payments** and enter: * Bank name * Account holder name * IBAN * BIC / SWIFT code These details appear to investors during bank transfer checkout. ### 5. Configure Payment Providers In **Settings** → **Payments**, set up any of the following: * **Checkout.com** () — For card payments. Enter your secret key, public key, and webhook secret. * **Coinbase Commerce** () — For hosted crypto payments. Enter your API key and webhook shared secret. You can choose to settle proceeds in crypto or withdraw to fiat manually. * **On-chain Stablecoin Payments** * **EVM-compatible networks** — Provide an Extended Public Key (xPub) from your HD wallet (e.g., Ledger, Trezor) to generate unique addresses per investor. * **Solana** — Provide a Solana public key to receive stablecoin deposits. * **Manual** — Enable admin-entered manual payments for off-platform methods (e.g., cash, wire transfers not processed through a PSP). ### 6. Configure Custodial Wallet Provider (Optional) If you want to provision wallets for investors, under **Settings** → **Payments** in the **Custody Provider** section, enter your Tangany credentials: * **Tangany** () — API key and secret. Per offering, you’ll select an investor wallet policy: *BYO only*, *Investor choice*, or *Custodial only*. ### 7. Set Up KYC Integration To verify investor identities, configure KYC providers in **Settings** → **KYC**: * **Sumsub** () — App token and secret key. * **Blockpass** () — API key and secret. You can configure both and choose one per offering. ### 8. Invite Team Members If others need admin access, go to **Team** and invite them by email. They’ll receive an invitation and can log in via email/password or Google SSO. ### 9. Manage Investors and Orders * Go to **Investors** to view, invite, or manually create investor profiles. You can edit details and update KYC status at any time. * In **Offerings**, select an offering, open the **Orders** tab, and create or view orders. Use **Create Order** to manually record an order; select **Manual** if it’s an off-platform payment. ### 10. Review the Audit Trail Track all admin actions in **Audit Trail**. Use filters to view entries by offering, team member, or action type. ### 11. Explore the API The Offering Manager exposes a public REST API. Browse the interactive OpenAPI spec at . The base URL for public API requests is: ``` https://om.bitbond.com/api/public ``` ## Next Steps Once your settings are configured, create your first offering in the [Managing Offerings](https://docs.bitbond.com/asset-tokenization-suite/offering-manager/managing-offerings) guide. --- # Agent Instructions: 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: ``` GET https://docs.bitbond.com/asset-tokenization-suite/offering-manager/getting-started.md?ask= ``` The question should be specific, self-contained, and written in natural language. 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.