# Initial setup instructions

By now, it is assumed you have already signed up to Signicat. When you first log in to the Signicat Dashboard, it is empty. You have to configure some options to be able to use Signicat's products. At the very least, you have to create an organisation and an account.

Depending on the Signicat product you wish to add in the Dashboard, you may need to add a domain and set up an API client before you can start using the product. You can find more information about any requirements in the documentation of the product you intend to use.

The order of steps we advise is as follows:

  1. Create an organisation
  2. Create an account
  3. Add a domain to your account
  4. Set up an API client (optional)

Glossary

Some of the terms we use may be unfamiliar to you. If there's anything you don't understand, refer to our glossary for more information.

# Create an organisation

# What is an organisation?

An organisation is the higher level of hierarchy in the Dashboard. An organisation represents a legal entity with a VAT number so, in most cases, you only need to create one, which represents your company.

An organisation can have several accounts under it, since each account has its own domain, permissions and branding. The information in each account is stored separately, which may be an important consideration depending on your needs. Having separate accounts can also be helpful for billing purposes (e.g. if two departments within your company are using Signicat products). Finally, it allows you to thoroughly control how each account is used.

# How to create an organisation

  1. Log in to the Dashboard (opens new window).
  2. Click Get started.
  3. Using the dropdown at the top left click Create organisation. If you have already created an organisation previously, click the name of your organisation in the top left and then select Manage.
  4. Enter the name of your organisation and click Create.

Done! You can always add more organisations by repeating steps 3 and 4 above. The next step is to create an account.


Organisation management screen, click-to-zoom

# Create an account

# Account types

When creating an account, you can choose between a sandbox account or a production account.

Sandbox accounts

Opt for a sandbox account if you wish to test your integration with any Signicat product using dummy data. A sandbox account is a trial environment where you can play around with and test your integration.

Production accounts

Production accounts contain real data and allow you to purchase products in the Marketplace. You must use a production account to integrate your application with Signicat in a live environment.

Note

It is not possible to edit the account type after creation. You can create multiple accounts under the same organisation.

# How to create an account

  1. Log in to the Dashboard (opens new window).
  2. Click the name of your organisation at the top left of the screen and then select Manage.
  3. Under Organisation management, click Add Account.
  4. Enter the name of your account under Account Name.
  5. Tick the box of the account type you wish to create, either Sandbox account or Production account.
  6. Click Create to create the new account.

Create account screen, click-to-zoom

# Add a domain

When you create an account, you can use a Signicat subdomain (for example, mycompany.signicat.com) or your own domain. Both options are explained below.

# Creating an account with a Signicat subdomain

Add a standard domain, click-to-zoom

  1. After you have created an account, select Add new domain to proceed. You can also return to the domain page by clicking the name of your organisation at the top left of the screen, select Manage then choose Account actions and Manage domains.
  2. Under Accounts, click Create account.
  3. In the Subdomain field, enter the name of your subdomain.
  4. In the Account field, enter the name of the account you're creating.

# Creating an account with a custom domain

Add a custom domain, click-to-zoom

  1. After you have created an account, select Add new domain to proceed. You can also return to the domain page by clicking the name of your organisation at the top left of the screen, select Manage then choose Account actions and Manage domains.
  2. To use your own domain, click the Custom domain option to proceed.
  3. Next, the Certificate Signing Request (CSR) is added. There are two options for adding certificates:
    • If you want to use your own domain certificate, select Certificate signing request. This must be done before adding your custom domain. Now you can add the CSR parameters and your custom domain.
    • Alternatively, the Let's Encrypt certificate will be added for you when you proceed with the next steps.
  4. In the Domain name field, enter the domain that you want to use for this account.
  5. In the Account field, enter the name of the account you're creating.
  6. In the Contact email field, enter the email of the person responsible for this account.
  7. In the Contact name field, enter the name of the person responsible for this account.
  8. When you have entered all the required information, click Submit.
  9. Configure the required DNS records as outlined on the screen. When they are configured, click Check DNS to confirm.

Important

When adding your own CSR you will need to do this before adding your custom domain as you cannot navigate back. Otherwise, you will need to delete the domain and reconfigure it.


# Continue with configuration

Depending on your use case, the next step will be to either set up an API client to connect to Signicat API products or to add an authentication protocol to connect to the Signicat eID Hub.

# All Signicat products

Not exactly sure what you need?

Last updated: 21/12/2023 08:00 UTC