Account Setup

Setting up your account is the first step to accessing all features of the platform. Your account manages security, billing, and workspace ownership.

Step 1: Create an Account

1. Go to the Sign Up page.

2. Enter your email address and password.

3. Confirm your email via the verification link.

Passwords must be at least 8 characters long and include one uppercase letter, one number, and one special character.

Step 2: Complete Profile Information

Fill in the required details to personalize your account.

• Full name

• Company/Organization name

• Preferred language

• Time zone

Example Table

Step 3: Enable Two-Factor Authentication (2FA)

For better security, enable 2FA on your account.

# Example: enabling 2FA via CLI
saasapp enable-2fa --method=authenticator

Recommended Methods:

• Authenticator app (Google Authenticator, Authy)

• SMS verification

• Hardware key (YubiKey)

2FA adds an extra security layer and is required for Admin roles.

Step 4: Connect a Payout Method

To receive payments from subscriptions or transactions, connect a payout method.

1. Navigate to Account → Payout Settings.

2. Choose your preferred method:

   
   

   • Bank transfer (IBAN / SWIFT)

   • PayPal

   • Payoneer

   
   

3. Enter required details and verify.

Example Payout Table

Step 5: Manage User Roles

If you’re an Admin, you can assign roles to collaborators.

{
  "user": "alex@company.com",
  "role": "Finance Manager"
}

Tip: Keep sensitive roles (like Admin and Finance Manager) limited to trusted team members.

Step 6: Verify Business Details

For compliance and fraud prevention, you’ll need to verify your business identity.

• Upload official documents (e.g., ID, company registration).

• Provide tax information (e.g., VAT or EIN).

• Wait for approval (usually 1–2 business days).

Warning: You cannot enable payouts until verification is complete.

Summary

• Create an account and complete your profile.

• Enable 2FA for added security.

• Connect a payout method to receive funds.

• Assign roles and verify business details.