kevin. dashboard for easy self-onboarding

kevin. dashboard for easy self-onboarding

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Becoming a kevin. client has never been easier. We launched an improved client self-onboarding dashboard that allows companies to start testing and using kevin. payment initiation service quickly. Self-onboarding is entirely online, meaning users can onboard whenever convenient.

The dashboard allows users not only to begin onboarding to become a kevin. client but also set up shops and test the payment environment while the onboarding is in progress.

Companies can also track and filter all the transactions in the payment dashboard. The payment overview helps businesses stay on top of client transactions and provides essential payment data.

This quick start guide will explain how to start onboarding with kevin.’s self-service dashboard, list its advantages, and suggest what information company representatives will need during the onboarding process.

Getting started

To begin using kevin. payment infrastructure, start by setting up an account. Use the contact us form to tell us about your business needs. Our team will then review your information and send you a sign-up link.

When creating an account, you'll need to define your role - are you the head of a legal entity or a representative? If you're the head of your organization, you'll need to verify your identity. If you’re a representative, you can fill out all the onboarding information on behalf of the head of the legal entity. However, the head of the organization will still have to sign all the agreements.

When you access the dashboard for the first time, you have two options:

  1. Begin the onboarding by entering your company details and creating a company profile.
  2. Test the payment flow by creating a shop in a sandbox environment. You can start testing before onboarding or while waiting for compliance review.

Once you’re onboarded, you’ll see a third option on the dashboard homepage: Payments.

First, let’s walk you through creating a company profile.

Creating a company profile

To start the know your customer (KYC) process, first enter your company details. Each question has an explanation for guidance, which you can see by hovering over the information icon next to the question.

In this section, you’ll be asked to select the main details about your company, such as the country of tax residence and who owns the company.

Following up, you’ll be requested to enter information about your company, such as company name, type, and code. Continue to type in the company address. Moving on, you’ll be asked to fill out the questions about the head of the company and upload additional information.

While filling out the questionnaire, you can track your progress on the progress bar next to the form. Before submitting the company information, you can review and edit the data.

Once the review is complete, you’ll be notified by email and on the dashboard homepage. To proceed, the company's owner will be asked to sign the agreement.

After the agreement is signed, you have successfully onboarded.

Creating a shop for testing

You can create a shop and start testing the payments before you start the KYC process. Select ‘Add shop’ on the dashboard homepage to create your first shop.

You’ll be asked to enter your website URL. Then, you’ll need to fill out the business bank account details and upload proof of ownership.

Moving on, you’ll be requested to enter additional details, such as customer support email, privacy policy URL, return policy web address, etc. Most of these fields are optional.

Before submitting the shop information, you can review and edit the details to make sure the information is accurate.

While the shop is undergoing the compliance assessment, you can access API documentation and learn more about the integration process. You can also generate test API keys and use them in the sandbox environment. Once the shop’s review is successful, you’ll be able to go live, and the same test API keys will be used in production.

kevin.’s self-onboarding benefits

Quick and easy self-onboarding provides many benefits for kevin. clients:

  • Testing - users can test the services without going through the KYC process or while the submitted documents are in review.
  • Convenience - company representatives can submit their information entirely remotely and whenever available. They can also save their progress and return to the forms if needed.
  • Progress tracking - clients will always know the status of their submissions and will be informed whenever the submission status changes.
  • Security - self-onboarding is completely safe. To ensure maximum security, clients need to use two-factor authentication to log in to the dashboard site.

Payment dashboard

The dashboard allows companies to overview all the payments conveniently. It also enables searching for specific transactions based on the order ID or filtering payments by their status and other parameters. All the information can be extracted as a .csv file.

The dashboard displays payment status (started, pending, completed, failed), payment amount, website URL, and transaction date. Each transaction can be viewed separately, which enables users to see more detailed information about the payment, such as refund details (if the service is activated) and status.

Payments you can build your business on

By offering a robust payment infrastructure - kevin. delivers on the needs of both your customers and your business. Our self-onboarding is a convenient and time-saving way to start testing and using our services.

Take the trip from payment pains to payment possibilities and get in touch to find out how we can help you rethink what you’re capable of.

Frequently asked questions

Who can use kevin.’s self-onboarding?

kevin.’s self-onboarding is available to businesses that are based in the Baltics.

Can any employee onboard their company?

A company can be onboarded by the head of a legal entity or a company representative. If a representative is onboarding a business, all the agreements will still have to be signed by the head of a legal entity with a verified identity.

Can I get help during self-onboarding?

If you need help during the self-onboarding, you can simply contact the customer support team via a button on the dashboard. We also have an FAQ page.

How long does kevin.’s self-onboarding take?

The length of the onboarding process depends on various factors:

  • How soon the company provides all the documents.
  • How long the client wants to test the system for.
  • How soon can the client integrate with kevin.

Considering these factors, the onboarding time varies depending on the individual case.

Adelina Kiskyte
Former Senior Content Manager
Adelina is an experienced content writer and content marketing expert. She enjoys working in the field of technologies and writing about innovations. Adelina’s journalism background helps her effectively gather information even on the most niche subjects and create engaging and informative content.