Onboarding Guide // Step-by-Step
Tenant Onboarding Walkthrough
Setting up your workspace correctly guarantees all downstream operations execute smoothly. To eliminate configuration loops, initialize your tenant system workspace using this exact sequential path:
Initialization Milestones
[1] Establish Rates: Set your central Organization tax footprint (VAT) and your default branch Interest Percentage. These values serve as your master financial profiles.
[2] Onboard Staff: Register profiles for your team members. Assign them explicit security roles (`Admin` or `LoanOfficer`) to anchor operational bounds.
[3] Client Profiling: Begin adding borrowers. Once a customer has a structural account profile, they become legally eligible for capital generation.