# Onboarding to Dfns Welcome to Dfns! This guide will help you get set up with our platform. If you have any questions, don't hesitate to reach out to us. ## Orientation The Dfns platform can be used in diverse use cases, and the onboarding steps may depend on what your intend to use it for.

Usage:	Dashboard only, wallets controlled by your company	Dashboard + API, wallets controlled by your company	Dashboard + API, wallets controlled by your customers
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### How will you use Dfns? * If your team will only use the dashboard and will not use Dfns programmatically, then you can skip steps and . You will be able to create and use wallets for you or for your customers in the dashboard directly. * If you are building an app for you or for your end users to manage their wallets, then you can skip step which is only happening in the dashboard. ### How will you use and control the wallets? * Wallets are for you: * Custodial: your Employees will manage the wallets directly, through dashboard or APIs. In this case skip step . * Wallets are for your customers: * Non-custodial: your End Users will manage their wallets themselves from within your app. In this case you have build the app and use a service account to interact with the Dfns wallet infrastructure. You can skip step . * Custodial: your team will manage the wallets for your customers. ## Full curriculum Base setup, relevant in all cases: {% content-ref url="/pages/lm3bBORtbs0HFGqSmvVh" %} [Create your organization and invite employees](/d/getting-started/onboarding-to-dfns/create-your-organization-and-invite-employees.md) {% endcontent-ref %} {% content-ref url="/pages/0seNinrKIpLvbBKiKL2l" %} [Define and Assign Permissions](/d/getting-started/onboarding-to-dfns/define-and-assign-permissions.md) {% endcontent-ref %} {% content-ref url="/pages/i0zvlfMnfR2TyJ9pj2Cw" %} [Create policies](/d/getting-started/onboarding-to-dfns/create-policies.md) {% endcontent-ref %} If you plan to manage the wallets yourself (wallets for you or for your customers) manually from the dashboard: {% content-ref url="/pages/8VBmZbO1mc76t9GDGrNP" %} [Using the dashboard: create your first wallet](/d/getting-started/onboarding-to-dfns/using-the-dashboard-create-your-first-wallet.md) {% endcontent-ref %} If you plan to build an app and use the API: {% content-ref url="/pages/qg5nlGhbWdeUicnYVZBc" %} [Start building: login & create a wallet via API](/d/getting-started/onboarding-to-dfns/start-building-login-and-create-a-wallet-via-api.md) {% endcontent-ref %} If you plan to offer customer-managed wallets: {% content-ref url="/pages/fjKQQr459O0lCB9kOxcG" %} [Non-custody 1/2: Dfns API using a service account](/d/getting-started/onboarding-to-dfns/non-custody-1-2-dfns-api-using-a-service-account.md) {% endcontent-ref %} {% content-ref url="/pages/mDzTzGYRRTiUiSXAqetR" %} [Non-custody 2/2: customer login and delegated wallets](/d/getting-started/onboarding-to-dfns/non-custody-2-2-customer-login-and-delegated-wallets.md) {% endcontent-ref %} ## All the docs! Our documentation should have everything you need to get up and running on Dfns! Here's an overview of some of the key sections: * Overviews of Dfns's [policy engine](/d/api-docs/policy-engine.md) * Our [API Authentication](/d/advanced-topics/authentication/authentication-authorization.md) page & [Advanced Topics](/d/advanced-topics/authentication.md) around authentication to understand our signing requirements in detail * The [**API DOCS**](/d/api-docs/api-docs.md) reference section of all currently supported endpoints and their operations * [Integrations](/d/integrations/fiat-on-offboarding.md) to learn about how to integrate with Fiat on/offboarding providers --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs-legacy.dfns.co/d/getting-started/onboarding-to-dfns.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.