Getting Started

This guide walks you through the initial steps to access your Offering Manager account and prepare it for your first token offering.

Receiving Your Invitation

To begin using the Offering Manager, Bitbond will create a tenant (organization account) for you and invite the primary administrator via email. The invitation email contains a link to set up your account.

When you click the invitation link, you will be prompted to either:

• Set a password for email/password login, or

• Sign in with Google using Single Sign-On (SSO)

If you choose Google SSO, the system automatically links your Google email address to your issuer account. You can use either method on subsequent logins.

Logging In

Navigate to the Offering Manager admin panel and sign in using one of the available methods:

• Email and password — Enter the email address associated with your account and the password you created during setup.

• Google SSO — Click the Google sign-in option and authenticate with the same Google account linked to your invitation email.

If your account has two-factor authentication (2FA) enabled, you will be prompted to enter a time-based one-time password (TOTP) code from your authenticator app after entering your credentials.

First Steps After Login

Once you are logged in, you will see the main dashboard. Before creating your first offering, complete these essential setup steps:

1. Review Organization Details

Go to Settings and confirm your organization name and reply-to email address. The reply-to email is used as the sender address for all investor-facing emails (such as order confirmations and payment reminders).

2. Add Bank Details

If you plan to accept bank transfer payments, navigate to Settings and enter your banking information:

• Bank name

• Account holder name

• IBAN

• BIC / SWIFT code

These details are displayed to investors during the bank transfer checkout process.

3. Configure Payment Providers

Depending on which payment methods you want to offer, configure the relevant providers in Settings:

• Checkout.com — For credit/debit card payments. Enter your Checkout.com secret key, public key, and webhook secret.

• EVM xPub — For stablecoin payments. Provide an Extended Public Key from your HD wallet (e.g., Ledger, Trezor) to enable automatic generation of unique deposit addresses for each investor.

4. Set Up KYC Integration

If your offering requires identity verification, configure your KYC provider in Settings:

• Blockpass — Enter your Blockpass Client ID and webhook secret.

• Sumsub — Enter your Sumsub App Token and Secret Key.

You can configure one or both providers and select which one to use on a per-offering basis.

5. Invite Team Members (Optional)

If other people in your organization need access to the admin panel, go to Team and invite them by email. Each team member receives an invitation and can log in using email/password or Google SSO.

Next Steps

Once your settings are configured, you are ready to create your first offering. See Managing Offerings for a complete guide.