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.

Demo

Step 1: Signing up as a 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.
    

   

4. Enter the verification code sent to your inbox.

5. Set a secure password and click CONTINUE.
   

6. Mandatory: After signing up for a Business Account, you will be required to enable a Passkey to protect your account. You can skip this step during setup, but you must enable either Passkey or 2FA later to continue using your account. 

   For setup instructions, please review the Passkey guide or the 2FA guide.

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 SERVICE then 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] kyc.blockpass.org and [KYB] kyb.blockpass.org/dashboard/. You can also access it by navigating to the KYC/ KYB Dashboard tab in the Console.