Onboarding & Requirements
Before the first launch, you need to prepare access credentials, a domain, and basic infrastructure. This page lists everything required to get started, plus a readiness checklist.
What you need to connect
- Partner account. After signing the agreement you receive an owner account in the admin panel.
- Domain. Your own domain (e.g. exchange.example.com or a dedicated second-level domain), or a technical platform subdomain for the trial period.
- SSL certificate. Mandatory: the exchanger only works over HTTPS. You can use automatic Let’s Encrypt issuance on the platform side or upload your own certificate.
- Administrator Telegram account — for order notifications and connecting the Telegram bot.
- Payment details and wallets — for connecting merchants and accepting funds (see Connecting Merchants).
Domain setup
To bind your domain, add DNS records:
# Option A — A record pointing to the platform IP
exchange.example.com. A 203.0.113.10
# Option B — CNAME to the platform technical domain
exchange.example.com. CNAME partners.whitelabelexchange.example.
After DNS propagates, go to the domain settings section in the admin panel, enter the domain, and wait for record verification and SSL issuance. The process usually takes from a few minutes to a few hours (depending on the TTL of your DNS records).
Access and roles
- The owner account is created during onboarding; enable two-factor authentication immediately (see Security Basics).
- Create separate accounts with limited roles for staff (order operator, finance, content manager) instead of sharing the owner password.
- API keys for integrations are issued separately, with the minimum required permissions.
Setup readiness checklist
- Admin panel access received, 2FA enabled
- Domain bound, SSL active, site opens over HTTPS
- Staff accounts created with roles
- Wallets/payment details prepared for merchants
- Administrator connected to Telegram notifications
Once the checklist is complete, proceed to the initial exchanger setup.
See also