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This guide walks you through the full onboarding flow — setting up your portal account, configuring your company, and making your first API call.
1

Accept the invitation

CryptoMate sends an invitation email to the admin address registered during onboarding. Open it and click Set your password to activate your account.After setting a password you’ll land on the CryptoMate Portal dashboard, where both environments are accessible:
  • Sandbox — isolated playground with no real-world blockchain impact. Use it for development and testing.
  • Production — live environment where transactions settle on-chain.
If the email doesn’t arrive within a few minutes, check your spam folder. The sender is noreply@cryptomate.me.
2

Navigate to Settings

In the left sidebar, click Settings. This is your control panel for the entire company account. From here you can manage:
  • Company — legal name, tax ID, and compliance information
  • Users — team members and their access roles
  • Products — contracted products and usage limits
  • Webhooks — endpoint URL for platform event notifications
  • API Keys — keys used by your backend to authenticate API requests
3

Load your company information

Open Settings → Company and fill in your organization’s details:
  • Legal name and trading name
  • Country of incorporation
  • Tax ID / registration number
  • Any compliance documents requested during onboarding
Save the form once complete.
Some fields are locked after initial submission and require a support request to update. Double-check legal name and tax ID before saving.
4

Create your team users

Open Settings → Users and click Invite user. Enter the team member’s email address and assign a role:Each invitee receives their own email to set a password. Repeat for every person who needs portal access.
Follow the principle of least privilege. Only assign Admin to the people who genuinely need to manage account settings.
5

Review your contracted products

Open Settings → Products to see the products your company has contracted with CryptoMate, along with their current usage versus contracted limits.This gives you a clear picture of what’s available before you start building. For a deeper explanation of each product, see the Products section.
6

Configure your webhook URL

Open Settings → Webhooks and enter the HTTPS URL of the endpoint your backend exposes to receive events.CryptoMate delivers real-time notifications to this URL for every significant platform action — deposits, card authorizations, withdrawals, client status changes, and more.
During development, use a tool like ngrok or a staging server to expose a local endpoint. Switch to your production URL before going live.
The URL must be publicly reachable over HTTPS and respond with an HTTP 2xx status code within 30 seconds. Failed deliveries are retried with exponential backoff.
For the full event catalog and payload format, see Webhooks.
7

Generate an API key

Open Settings → API Keys and create a new key. When creating it you can:
  • Scope its permissions to only the products and actions your integration needs
  • Restrict it to a list of allowed IPs (recommended for backend services)
Copy the key immediately and store it in a secure location — an environment variable or secret manager. You won’t be able to see it again.
Never commit API keys to source control or embed them in client-side code.
For a deeper dive into key management and permissions, see API Keys & Access Security.
8

Make your first request

Include your API key in the x-api-key header of every request. A good smoke test is listing the supported blockchains — it requires no product-specific permissions.
A successful response returns a 2xx status code and a JSON body. If something goes wrong, inspect the code and message fields and note the X-Trace-Id header — see Errors.

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Pick a product and go deep

Treasury

Manage digital assets across multiple blockchains.

Active Management

Centralize client deposits with a holding wallet architecture.

Cards

Issue Visa cards backed by stablecoin collateral.

API Reference

Browse every endpoint with request and response examples.