Get Started with Blockpass

Welcome to Blockpass! This guide will walk you through the process of setting up your account, choosing a plan, and launching your first verification service.

Step 1: Creating Your Business Account

To manage your compliance services, you must first register on the Blockpass Single Sign-On (SSO) system.

1. Navigate to console.blockpass.org.

2. Select LOG IN and then click Sign up as a Business account.
   

3. Enter your email and the verification code sent to your inbox.

4. Set a secure password and click CONTINUE.
   

5. Mandatory: Now that you have a Business Account, enhance your account security by enabling Two-Factor Authentication (2FA). You can find instructions on how to do this here.
   
   

Step 2: Start a Free Trial & Select a Plan

Blockpass offers various plans based on your expected volume and compliance needs (KYC/KYB).

1. Once logged in, click START FREE to begin your 7-day Free Trial.

2. Review the pricing breakdown for each plan (Basic, Starter, Growth, or Corporate).

3. Pick the plan that best matches your requirements and click START 7-DAY FREE TRIAL.

   • Note: You can upgrade or change your plan later if your volume increases.

Step 3: Company Information & Billing

1. Company Info: Enter your legal company name and registered address.
   

2. Billing Contact: Provide a valid email for invoices and billing communications.
   

3. Payment Method: Add a bank card.

   Note: A valid card is required to activate the Free Trial and ensure a seamless transition to a paid plan. Enterprise clients may later opt to pay via cryptocurrency by contacting support.
   

4. Activate: Review the trial details and subscription start date on the right, then click ACTIVATE (PLAN) NAME.

   

Step 4: Create Your KYC/ KYB Service

You can create a KYC or KYB service, whatever you need first.

1. Click CREATE KYC SERVICE (for individuals) or CREATE KYB SERVICE (for businesses).

2. Service Name: Enter a name that your users will recognize (e.g., "YourBrand Onboarding").

3. ClientID: A unique ID is auto-generated, but you can customize it to match your internal naming conventions.

4. Branding: (Optional) Upload your company logo to provide a familiar experience for your users.

5. Click CREATE SERVICE.

Step 5: Configuration & Launch

The final step is tailoring the verification rules to your legal requirements.

1. Enable Checks: Go to the Configuration tab to toggle specific checks (e.g., AML, Proof of Address, or Liveness) ON or OFF. Visit this article for the detailed instructions.

2. Add-ons: If you are on an Enterprise Corporate plan, contact sales@blockpass.org to enable advanced features like Managed Service, On-chain KYC, Enhanced Due Diligence, etc.
   

3. Launch: Access your Shareable Link within the Console to begin onboarding users immediately.
   

4. Monitor: All incoming user data can be reviewed in real-time at kyc.blockpass.org. You can also access it by navigating to the KYC Dashboard tab in the Console.