Organization onboarding

This guide explains how administrators and staff users configure and manage organization onboarding in Waldur.

Step 1: Configure onboarding settings

Before setting up onboarding checklists, configure the global onboarding settings.

Navigation path: Administration → Organizations & compliance → Onboarding settings

Required configuration

• Onboarding validation methods

  • Select the automatic validation methods enabled for your portal (for example: airregister, wirtschaftscompass, bolagsverket).
  • These values must match the backend validation method names.

• Onboarding verification expiry hours

  • Define how long (in hours) an onboarding verification remains valid.

• Registry API configuration

  • Configure base URLs, credentials, tokens, and timeouts for each supported business registry.

After providing all required values, click Save.

Step 2: Configure organization onboarding checklists

Organization onboarding uses checklists to collect data from users. Two checklists are required:

• Onboarding customer data
• Onboarding intent data

Navigation path: Administration → Organizations & compliance → Checklist management

1. Create a new checklist or open the existing one.
2. Set the Checklist type:
3. Onboarding customer data – for organization details.
4. Onboarding intent data – for intent and purpose questions.
5. Optionally, assign a description.

Step 3: Configure onboarding questions

For each checklist, add or edit the questions presented to users.

Question configuration

For every question:

1. Enter the question text.
2. Select the question type (text, number, single select, multi‑select, etc.).
3. Set the question order.
4. Mark the question as required, if needed.
5. Configure visibility rules, if applicable.

Field mapping (mandatory)

Each question must be mapped to the correct backend field.

Example

• Question: What is your purpose for registering an organization?
• Checklist type: Onboarding intent data
• Field mapping: purpose

Correct field mapping ensures submitted data is stored and displayed correctly during review.

Step 4: Review onboarding attempts

Organization onboarding attempts are reviewed by staff users.

Navigation path: Support → Customer support → Onboarding

Verifications tab

The Verifications tab shows:

• All onboarding attempts
• Automatically verified organizations
• Validation status and method

This view provides a high-level overview of all organization onboarding activity.

Justifications tab

The Justifications tab shows manual onboarding attempts. Staff users can:

• Review submitted organization data
• Review answers to onboarding questions
• Download supporting documents
• Add staff notes
• Approve or reject applications

Approving a justification allows the organization to be created in the system.

Step 5: Outcome

• Approved applications result in organization creation.
• Rejected applications remain visible with decision history for the next 30 days.

All actions are auditable via onboarding records.