# 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 taken to the **Accept Invitation** page, where you can 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

You can access the Offering Manager at <https://om.bitbond.com> or go directly to the admin panel at:

```
https://om.bitbond.com/admin/login
```

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.
* **Forgot password** — If you forget your password, click **Forgot password?** on the login page, enter your registered email, and follow the link you receive to set a new 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 due to inactivity, you will see a banner on the login page stating “Your session has expired due to inactivity. Please sign in again.”

If your account has two-factor authentication (2FA) enabled, you will 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](https://1296188560-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPhtayBZtqzlQ0pTHYlIS%2Fuploads%2Fgit-blob-c857b2f8c220d6cf96e281f53134bfbc23497aae%2Fadmin-login.png?alt=media)

## 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** → **Organization** 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 (e.g. SEPA or wire transfers), navigate to **Settings** → **Payments** and enter your banking information:

* Bank name
* Account holder name
* IBAN
* BIC / SWIFT code

These details will be 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** → **Payments**:

* **Checkout.com** (<https://www.checkout.com>) — For credit/debit card payments. Enter your Checkout.com secret key, public key, and webhook secret.
* **On-chain Stablecoin Payments**
  * **EVM-compatible networks** — Provide an Extended Public Key (xPub) from your HD wallet (e.g., Ledger, Trezor) to enable automatic generation of unique deposit addresses for each investor.
  * **Solana** — Provide a Solana public key from your wallet to receive stablecoin deposits.
* **Manual** — Enable manual payment entries by admins for off-chain payments (e.g., cash or wire transfers not initiated through the platform).

### 4. Set Up KYC Integration

If your offering requires identity verification, configure your KYC providers in **Settings** → **KYC**:

* **Sumsub** (<https://sumsub.com>) — Enter your Sumsub App Token and Secret Key.
* **Blockpass** (<https://www.blockpass.org>) — Enter your Blockpass API key and secret.

You can configure each provider once and select it 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.

### 6. Manage Investors and Orders (Optional)

* Go to **Investors** to view, invite, or manually create investor profiles. You can edit an investor’s details and KYC status at any time.
* In **Offerings**, select an offering and open the **Orders** tab to view all investor orders. Use the **Create Order** button to manually record an order, selecting **Manual** as the payment method if needed.

### 7. Review Audit Trail (Optional)

The audit trail lets you track all key actions performed in the admin panel. Go to **Audit Trail** to view entries and use filters to narrow down by offering, team member, or action type.

### 8. Explore the API (Optional)

The Offering Manager exposes a public REST API for programmatic access. Browse the interactive OpenAPI spec at <https://om.bitbond.com/api/docs>. The base URL for public API requests is:

```
https://om.bitbond.com/api/public
```

## Next Steps

Once your settings are configured, you are ready to create your first offering. See [Managing Offerings](https://docs.bitbond.com/asset-tokenization-suite/offering-manager/managing-offerings) for a complete guide.
