WEBVTT

NOTE Silent illustrated V1 explainer. Fictional examples; not a transaction recording.


1
00:00:00.000 --> 00:00:16.000
Confirm your own account. Create and confirm your account, then
sign in. MFA is optional until enrolled; after verification it
is enforced. Never share passwords, authenticator codes or
recovery links.


2
00:00:16.000 --> 00:00:32.000
Create the workspace. Enter Organisation name and Initial lender
entity. The workspace contains the book. The legal lender is the
person or entity owning each agreement.


3
00:00:32.000 --> 00:00:48.000
Choose your display name. Open Profile, edit Display name and
save preferences. Reload to verify your chosen name. It can
replace the name inferred from email without changing lender
ownership.


4
00:00:48.000 --> 00:01:04.000
Identify bank or cash accounts. Open Bank and cash. Set
nickname, lender, currency and Kind. Use a masked identifier
such as ****1234, then Save account. Account setup does not
create a bank connection.


5
00:01:04.000 --> 00:01:20.000
Verify setup and pilot access. Reload and verify the saved
account details. Ownership, currency and kind are fixed after
creation. Financial posting needs enabled owner pilot access;
signup alone does not grant it.