To start using the platform, the first important thing you need is to have both companies and users set up and ready to perform, which means they must be in an “enabled” user state.

User states refer to the various conditions or statuses that users can occupy (created, valid, enabled, and deactivated). These states typically represent different phases or modes of interaction with the backoffice, each with its own set of permissions, characteristics, and functionalities. Managing user states is crucial for maintaining security, compliance, and usability within backoffice, as it helps administrators control access and enforce policies effectively.

To better manage user states, it is mandatory to understand that a user can only exist associated with a company, because the only way a user can be created is if it belongs to a certain company. In that context, the creation of a first user comes with the creation of the company during the onboarding process.

There are three ways in which you can register new companies and users.

The first one is via storefront, via onboarding process. If this is your case, click here for more guidance.

The second one is via backoffice, in which a user with administrative permission in your organization can create new users directly in backoffice, for already existing companies only. If you need more instructions on this, click here

The third one is by managing company user via API, using the adequate endpoints.
Click here to visit docs for developers.

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