Ask a contact to enter their own details and payment account

Goal

Get a vendor, contractor or other contact to enter their own details and the account they want to be paid in, so you never copy payment details from an email.

How it works

You send the contact a secure link. They confirm their email, then fill in the steps you asked for: their details, an ID check, a tax form, their payout account. When they finish, their status turns Complete and the account they gave appears on their profile.

Time

the portal tells the contact it takes about 5 minutes.

Before you start

• You have the Add and edit contacts permission. (Who can use it)
• You have the contact’s email. For a business, it’s the email of your main person there; the invite goes to them.
• You know their role. Only Vendor, Contractor, Employee and Merchant ask for a payout account. If you pick only Investor, Customer or Other, the contact won’t be asked where to be paid. (What onboarding asks for)

Part A: Send the invite (you)

1. In the sidebar, click Contacts.
2. Click Actions at the top right, then Add Contact.
   A window opens titled Add contact, showing Step 1 of 4.
3. Under What kind of contact is this?, click Business or Individual.
4. Under Role(s), pick their role, e.g. Vendor.
5. Leave Share onboarding portal selected and click Continue.
   You see Step 2 of 4.
6. Enter their details.
   • Business: Business name, Primary contact first name, Last name and Primary contact email.
   • Individual: First name, Last name and Email.
7. Click Continue.
   You see Step 3 of 4, with Diligence level, Role(s), and a list headed “What name will complete”.
8. Choose a Diligence level. Light confirms details, Standard adds an ID check, Enhanced adds beneficial owners for a business. Check the list shows what you want, including Payout Account.
9. Click Email secure portal. Or click Copy link to secure portal to also get the link on your clipboard. The contact is emailed either way.
   The window shows Onboarding requested and “A secure portal invite is on its way to email.”
10. Click Done.
    The contact appears in the list, with Onboarding showing Incomplete.

Already a contact? Click Start in their Onboarding column. Their profile opens on the Onboarding tab. Choose the Diligence level and Role(s), then click Email portal or Copy link.

Want the defaults? On the contact’s row, open the ⋮ menu and click Email secure portal or Copy portal link. This sends the Standard level with the contact’s current roles.

Part B: What the contact does

You can forward this section to the contact as-is.

1. Open the link in the invite email.
   The page reads “Your name, let’s confirm a few things.” and lists the steps.
2. Click Get started.
3. Verify your email: click Send code. Enter the 6-digit code from the email and click Continue. The code goes to the address the invite was sent to. You don’t need an account or password.
4. Work through each step and click Continue at the end of each. You’ll see only the steps that apply to you:
   • Your details or Business details: confirm your name and address. A business also gives its entity type and EIN / Tax ID.
   • Contact details (businesses): the people to verify at your business. Mark one as primary.
   • Beneficial owners (businesses): anyone who owns 25% or more.
   • Verify identity: upload a government ID and take a quick selfie.
   • Tax form: download the blank template if you need it, then upload the signed form.
   • Investor accreditation: say how you qualify, then upload a supporting document.
   • Provide account details: choose Onchain account and enter your wallet address, or Bank account and either Enter details or Upload instructions.
5. Test your wallet (wallets only, optional): click Send test deposit. A small USDC deposit, between $0.10 and $0.99, arrives in your wallet. Enter the exact amount and click Confirm amount. Or click Skip for now.
6. Review: check every step reads Complete, then click Done.
   You see Thanks — you’re all set.

If you need to stop partway, open the same link later. You’ll pick up where you left off, as long as the link hasn’t expired.

Part C: Check the result (you)

1. In the sidebar, click Contacts.
   The contact’s Onboarding column now reads Complete.
2. Click the contact, then the Onboarding tab.
   You see the Verified date, a Payout row naming the account they gave, and each check under Direct checks.
3. Click the Overview tab.
   Their payout account is listed under Accounts. It also appears in 3rd Party Accounts.
4. If the payout account is a wallet that reads Untested, test it before the first payment. See Verify someone’s wallet with a test transaction.

Did they upload bank instructions instead? The Payout row reads Bank · Instructions on file, and no account is created. Open the Payout instructions document under Direct checks and add the account yourself. See Add a vendor or contact.

If something goes wrong

You see	Why	What to do
Assign a primary contact first — the invite goes to their email. Edit the contact to mark one.	The business has no primary contact	Click Edit contact, mark one person as primary, then send again
The primary contact has no email address. Edit the contact to add one. or This contact has no email address. Edit the contact to add one.	There’s no email to send the invite to	Click Edit contact, add the email, then send again
Onboarding was requested, but the invite could not be sent. Use Resend link.	The request was saved but the email didn’t go out. This also happens after 100 invites in one day	Click Resend link on the contact’s Onboarding tab. If it keeps failing, try again tomorrow
Could not request onboarding. Please try again.	Nothing was sent	Try again
The invite was emailed, but the link could not be copied. Use Copy link on the contact’s Onboarding tab.	The email went out; only the copy failed	Click the copy icon next to Link on the Onboarding tab
No active link. Resend the invite.	The link has expired or locked	Click Resend link
Your browser blocked the preview window. Allow pop-ups for this site and try again.	Preview portal couldn’t open a new tab	Allow pop-ups for Mezzanine, then click it again
The contact sees That’s not the invited address	They signed in with a different email from the one you invited	They click Log out and verify with the invited email. Each wrong address uses up a try
The contact sees Link locked	5 sign-ins with the wrong email	Click Resend link. The new link starts fresh
The contact sees Link unavailable	More than 7 days passed, a newer link replaced it, or they already finished	If the status is Incomplete, click Resend link and tell them to use the newest email
The contact isn’t asked for a payout account	None of their roles is Vendor, Contractor, Employee or Merchant	When they finish, click Re-request onboarding and add one of those roles
The contact says no test deposit arrived	They’re looking on a different network	Ask them to check the network they chose under Send the test on. The test is optional; they can skip it and you can test the wallet later