Your first organization
How to sign up, create your Certivant organization, invite your team, and send your first KYC verification request in under ten minutes.
What it does
When you sign up for Certivant, you create an organization. The organization is your workspace — it holds your team members, your verification requests, your billing, and your settings. This guide walks you through the first ten minutes after signing up.
Your dashboard rolls up activity across every organization you belong to. The Account summary strip is the fastest read on where things stand:
- Verifications this month — how many you've run against your monthly allowance.
- Account balance — pay-as-you-go credits available across your organizations.
- Pending — applicants awaiting documents, processing, or review.
- Active organizations — how many you have versus your plan's limit.
Before you start
- A valid email address you can receive mail at.
- The legal name of your business (you can change it later).
- Optional: a square logo (PNG or SVG, transparent background recommended) for branding the hosted verification flow.
Steps
Sign up
Go to the sign-up page and create an account with your email and a password. You'll be asked to confirm the email — open the message we send you and click the link.
If you were invited to an existing organization (you got an invitation email from a colleague), don't start a new organization. Click the link in your invitation and sign up there — you'll automatically join their organization as a member.
Create your organization
If you signed up without an invitation, you'll be prompted to create your organization. Enter the name — this is what your members and your verification applicants will see. You can change it later under Settings → General.
You become the owner of this organization, which gives you full control over members, billing, and settings.
Set your organization logo (optional)
Go to Settings → General and upload a logo. We recommend a square image at least 512 × 512 pixels. The logo appears:
- In the top-left of the in-app sidebar.
- On the hosted verification page your applicants see.
- On invoices and emails you send.
Invite your team (optional)
If you'll be working with colleagues, go to Settings → Members and invite them by email. They'll get a link to join your organization — you pick whether they're an admin (can change settings) or a member (can do day-to-day work but not change settings). Full details in Invite teammates.
Configure how KYC/KYB runs (optional)
Open Settings → KYC/B. The defaults are sensible for most users, but two settings are worth a glance:
- Allowed countries — restrict KYC to applicants from specific countries. Leave empty for "anywhere."
- Trust thresholds — what auto-approve / escalate / auto-reject scores mean for you. The defaults work for general agency use.
Run your first verification
Go to KYC in the left sidebar, click Send KYC request, and fill the dialog:
- The applicant's full name
- Their email address
- Optional: their phone number, a form template, and the team members who should manage the applicant.
Click Send request. The applicant gets an email with a link to upload their documents. Once they finish, the request appears in your KYC list with a status. See Send a verification request for the full walkthrough.
Review the result
When the applicant finishes, the request moves through processing → either approved, rejected, or escalated for manual review. Open the request in the KYC list to see the documents, the checks that ran, and the final score. If you disagree with the automated decision you can override it. See Review verification requests.
What's next
- Set up billing & credits before your 14-day trial ends.
- Configure white-label branding so the applicant-facing flow shows your company instead of "Certivant."
- Read Roles at a glance to plan who in your team should be admin vs member.
Troubleshooting
The invitation email didn't arrive
Wait a minute or two. Check the spam folder. If still missing, ask the sender to re-issue the invitation — they can do that under Settings → Members by clicking the row and choosing Resend.
I created my organization but I'm not seeing the dashboard
Refresh the page. If the issue persists, the trial may need a moment to provision — sign out and back in.
I want to delete my first organization
Go to Settings → Danger Zone as the owner. This is irreversible and removes all data tied to the organization, including verification history.
Related
Concepts and glossary
Key terms used across Certivant — what organizations, teams, KYC, KYB, applicants, and verification request statuses mean, and how they fit together.
Roles at a glance
A quick reference for Certivant organization roles and team roles — what owners, admins, members, and team roles can do, with examples for solo brokers and agencies.