Start AITP Client Access
This onboarding flow explains how a client requests access, accepts platform terms, submits API connection information securely, and receives activation instructions. The current page is a front-end onboarding structure; backend automation and secure encrypted submission will be connected later.
Request Access
Client submits business/contact details and requests a Client Edition subscription review.
Onboarding Email
Systems Studio sends onboarding instructions, legal documents, and API setup guidance.
API Submission
Client submits Coinbase API connection data through a secure workflow after validation.
Agreement Acceptance
Client accepts terms, risk disclaimer, and platform access conditions before activation.
What the Request Access Form Collects
- Client name and company name
- Email and telephone contact
- Country / VAT status if applicable
- Requested subscription tier
- Exchange account readiness
- Estimated onboarding timeline
What the Automated Email Should Include Later
- Welcome and onboarding confirmation
- Client Edition explanation
- Coinbase API setup instructions
- Legal document links
- Dashboard activation timeline
- Support contact details
Request Access Form
This is the public intake form layout. For now it opens the email client with the submitted request topic. Later this will be connected to backend storage, email automation, and client CRM.
API Key Submission Workflow
For security reasons, API key submission should not be handled by a basic public HTML form. The production workflow should use a secure authenticated onboarding area with encryption, limited access, audit logging, and clear permission instructions.
- Coinbase API Key Name
- API Key / Portfolio Reference
- API Secret / Private Key File Handling
- Permission Scope Confirmation
- Trading Enabled: Yes / No
- Read-Only Mode: Yes / No
- Client Acceptance Timestamp
- Systems Studio Verification Status
Agreement Acceptance
- Terms of Service accepted
- Risk Disclaimer accepted
- Privacy Policy accepted
- API permission responsibility accepted
- Subscription and billing terms accepted
Future MP4 Tutorial
A video module will later be placed here to guide clients through Coinbase API setup, onboarding, dashboard login, and safe usage principles.
Future video path:
/assets/videos/aitp-client-onboarding.mp4
Activation Checklist
- Client request received
- Client identity/business details reviewed
- Legal documents accepted
- Subscription/payment process confirmed
- Coinbase API connection verified
- Client dashboard account created
- First onboarding session completed
Security note: this onboarding page is a front-end structure. API secrets should not be submitted through public static forms. A production onboarding portal must use encrypted storage, authenticated access, role-based review, audit logging, and clear client consent.