DDCMS

Guidance on completing a credit risk assessment within Ballerine.

The Know Your Business (KYB) Process

An explanation of how platform fees and settlement timelines work within a payments platform.

Payment Platform Fees and Settlement Timelines

A guide to onboard a merchant using the Sales Onboarding Manager.

Sales Onboarding Manager

Ollie Denning

David Botschinsky

Get started with Group Payments and maintaining up-to-date documentation.

Onboarding

Guidance on completing the KYC form within Stripe.

The Know Your Customer (KYC) Process

Generate a link in Stripe to help further the onboarding process.

Remediation Links

Stripe

Guidance on completing the KYC form within Adyen.

Adyen

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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