Gatenox Hub
  • Gatenox guide
    • Introduction
    • What's new?
  • Gatenox API
    • Overview
      • Authentication
      • Rate limiting
      • Errors
    • API reference
      • Individual verifications
      • Corporate verifications
      • Case manaegment - change status
      • Attachments download
      • Verified crypto addresses
      • Comprehensive screening
      • API versions - history
    • Webhooks
  • ID Node - how to ... ?
    • What should I do after first login?
    • I received an email from Gatenox
      • Invitation for verification
      • Invitation for KYC
      • Invitation to team
    • Create and complete company profile
      • Add new company
      • Manage business information
        • Business Identity
        • Business Details
        • Business Addresses
        • Business Financials
        • Business Representatives
        • Additional information
        • Contact Details
      • Create / modify ownership structure
        • Shareholders
        • Proposed UBOs
        • UBOs
      • Verification
        • Individuals
        • Business Documents
      • Summary
        • Review and finish
    • Share company profile
      • Start onboarding
      • Complete required company data
      • Share my profile
    • I received a message from Compliance Officer
    • KYC process
      • Complete KYC details
  • Compliance Cloud - how to ... ?
    • Start onboarding customers with Gatenox
      • About your company
      • What data my company requires?
      • Referral code
      • Send the invitation for review to the corporate client
      • Send the invitation for Individual KYC
      • Apply via Gatenox
      • Integration options with Gatenox HUB
    • Multiple company profiles
    • Cases management
      • Corporate verifications
      • Individual verifications
    • Risk assessment
      • Summary
      • In-App Communication Tool
      • Ask for data update
      • Risk score recalculation
      • Company details
      • Personal details
      • Business representatives
      • UBOs
      • Company structure
      • Identified issues
      • Files
      • Additional files
      • Document AI
      • Entities verification
      • Final assessment
      • Report
    • Comprehensive screening
      • Check sanctions / PEP / criminal records
      • Check crypto addresses
      • Document AI (coming soon ...)
  • General settings
    • Account information
    • Company information
    • Billing and plans
    • Users management
    • Feedback
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  1. ID Node - how to ... ?
  2. Share company profile

Start onboarding

Last updated 1 year ago

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You can add a service provider (also called "Gatenox Partners") in two ways.

The service provider, which allows business users to send company profile (documents and data) using Gatenox has 2 methods to invite business users to apply using Gatenox Hub:

  1. The Partner can send you an invitation email with the link. More information about invitation emails can be found here: Invitation for verification.

  2. The Partner can implement a button on the service webpage.

In both cases after clicking on the link, you will be redirected to the Gatenox Hub login / sign-up page and after the successful login / sign-up, the partner's name will be added to your "Onboarding list". Your "Onboarding list" is presented on the right side of the "You company profile" screen.

Depending on your profile requirements there are 3 possible scenarios.

First onboarding

It is the first time you are sharing your company data with this service and your profile has all the data required by the service provider - in this case, you can automatically send data to Partner. This situation usually happens during the second or later onboarding, when most of the data has been already entered. Learn more here: Share my profile.

Recurring review

It is a recurring review process initiated by the service provider or you have been asked by the service provider to update the company data. Additionally, your profile has all the data required by the service provider - in this case, you should review your company profile and (depending on the result of your review) update and send your data to the service provider.

Missing data

Your profile requires additional information - in this case, you are asked to complete your company profile. This situation usually happens after a new account is created during the first onboarding or for recurring review if the service provider requires additional data scope. Do not worry - we are here to guide you through the process. Let's move on to: Complete required company data.

Delete onboarding

To delete an onboarding process directly from the "Onboarding List," click on the "X" next to the corresponding company name. If you've mistakenly initiated the onboarding process for a partner, you can halt this process by clicking the "X" button located at the top right corner of the "Current onboarding" card at the top of the screen.

"Apply via Gatenox" button
Onbaoridng process - profile ready to share
Recurring review - profile ready to share
Onboaridng process - missing data in the comapny profile
"Apply via Gatenox" button
Onboarding list