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 https://om.bitbond.com. 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 (https://www.bitbond.com/contact).
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 https://om.bitbond.com/admin/login 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.
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 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 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 https://www.bitbond.com/contact.
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 (https://www.checkout.com) — For card payments. Enter your secret key, public key, and webhook secret.
Coinbase Commerce (https://www.coinbase.com/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 (https://tangany.com) — 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 (https://sumsub.com) — App token and secret key.
Blockpass (https://www.blockpass.org) — 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 https://om.bitbond.com/api/docs. The base URL for public API requests is:
Next Steps
Once your settings are configured, create your first offering in the Managing Offerings guide.
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