Quickstart

Your Onboarding Journey to Lisk

A quick map of the 5 stages between signing up and running your business on Lisk day to day.

Each stage below shows the steps you'll take to complete it, what it unlocks, and a few things partners in early testing found useful to know. For the full click-by-click details, follow the linked guide.

👋 Stage 1 → Welcome

Guide: Sign up on Lisk · How do I set up the Lisk mobile app?

Steps

1. Sign up with your email (or Google/Apple) on web

2. Create your workspace

3. Invite your first members (or skip for now and do that later)

4. Turn on 2FA with an authenticator app

5. Install the Lisk mobile app and sign in with the same email

6. Create your passkey (fingerprint, face scan, or device passcode)

Good to know:

• The steps above describe signing up in the browser. You'll still need the mobile app partway through to finish setup (for example, creating your passkey) - switching over at that point is expected, not a sign something went wrong. For signing up directly on mobile, see How do I set up the Lisk mobile app?.

• Creating your workspace and inviting your first members both happen here in Stage 1. The fuller setup comes later, in Stage 3 - and you don't have to wait for verification to start it: departments, categories, contacts, and crypto withdrawal methods can all be done while KYB is under review.

🛂 Stage 2 → Verify your business (KYB)

Guide: How do I verify my business (KYB)?

Steps

1. Gather your company, ownership, and identity documents

2. Open Verification from the "Verify now" text box at the top of the website, or go to Settings → Verification

3. Enter your business details and business activity

4. Add owners, directors, and their identity documents

5. Upload your company documents

6. Review the summary and submit

7. Respond to any follow-up requests from reviewers

Good to know:

• Gather every document up front and submit in one sitting - this is the single biggest time-saver.

• Keep your legal company name written identically across every document (incorporation, ownership, bank, address) - mismatches are the most common cause of delays.

• On a slower connection, submitting a large batch of documents can take a little longer than expected. If you see a message that it's taking longer than usual, give it a moment before trying again rather than resubmitting immediately.

• You don't have to wait idle while your review is underway. Jump ahead to Stage 3 and get the groundwork done - invite members, assign roles, set up departments, categories, and contacts - so everything's ready the moment verification comes through.

⚙️ Stage 3 → Set up your workspace

Guides: How do I invite members to my workspace? · How do I create an account in my workspace? · How do I add a contact?

Steps you can take right away (even while KYB is under review)

1. Invite your team members and assign roles (Admin or Member)

2. Set up departments to mirror your org (e.g. Marketing, Operations)

3. Set up categories for expense tracking

4. Add key contacts (vendors, suppliers)

5. Add your crypto withdrawal methods

Steps that need KYB verification first

1. Configure your bank withdrawal methods

2. Create an account per department or use case, and set its approvers

Good to know:

• Where you can, set up more than one approver per account - it avoids a single person becoming a bottleneck or single point of failure.

• Roles matter: Admins manage the whole workspace (all accounts, members, audit log); Members only see the accounts they're added to and payments awaiting their approval. Decide who needs which role before inviting, and check each person's role after they join.

• Promoting someone to Admin (or any role change) is itself an approval - it gets signed on mobile just like a payment.

• Give each account a clear, specific name (e.g. "Marketing Budget" rather than relying on a department tag alone) so accounts stay easy to tell apart as you add more.

💸 Stage 4 → Make your first transfer

Guides: How do I add money to my workspace? · How do I send money? · How do I move money between my own accounts?

Steps

1. Start by adding money to your workspace (a deposit); see How do I add money to my workspace?

2. Once funded, pick your next workflow: paying someone or moving money between your own accounts

3. Add the recipient in Contacts if you haven't already (bank details or wallet address)

4. Initiate the transfer, attaching an invoice if you want it reconciled

5. Sign the transaction on your phone — if the account has more than one approver configured, the transfer needs enough signatures to meet that account's approval quorum before it goes through

Good to know:

• Crypto transfers currently run on the Base network only, with USDC and USDT supported - the app flags this on deposit and send screens.

• If you deposit USDC or USDT, it's credited to your balance as USDL (displayed as USD in the app) - that conversion is expected, not an error.

• Your balance updates automatically on web. On mobile, pull down to refresh if a new transaction doesn't appear right away.

• Any payment started on web still needs to be signed on your phone before it goes through - that applies even if you're the only approver.

🔁 Stage 5 → Ongoing use

Once Stages 1-4 are done, there's no more setup left - this is simply what using Lisk day-to-day looks like:

• Move money as needed: make further internal transfers between your own accounts, or send external payments to new contacts

• Stay on top of activity: monitor transactions, approvals, and the audit log

• Approve on the go: sign approvals as they come in on mobile

• Keep your workspace current: add new contacts as relationships grow, and adjust accounts or approvers as your team evolves

Good to know:

Transaction statuses

• Pending - still waiting for enough approvals

• Processing - approved, settlement under way

• Completed - settled

• Declined - an approver rejected it

• Failed - something went wrong (e.g. an invalid address)

• Refunded / Canceled - money returned or the transaction was called off

Staying organized

• Use the transaction type filter (incoming/outgoing) to quickly separate what's coming in from what's going out.

• Admins see every transaction across the workspace; Members only see their own and what's awaiting their approval.

• Every action in the workspace - approvals, role changes, account edits - is recorded in the audit log under Settings, so you always have a full trail.