# 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.&#x20;

## 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.&#x20;

<table><thead><tr><th width="40"> </th><th width="276.8125"> Usage:</th><th>Dashboard only, wallets controlled by your company</th><th>Dashboard + API, wallets controlled by your company</th><th>Dashboard + API, wallets controlled by your customers</th></tr></thead><tbody><tr><td><i class="fa-1">:1:</i></td><td><a data-mention href="onboarding-to-dfns/create-your-organization-and-invite-employees">create-your-organization-and-invite-employees</a></td><td><span data-gb-custom-inline data-tag="emoji" data-code="2705">✅</span></td><td><span data-gb-custom-inline data-tag="emoji" data-code="2705">✅</span></td><td><span data-gb-custom-inline data-tag="emoji" data-code="2705">✅</span></td></tr><tr><td><i class="fa-2">:2:</i></td><td><a data-mention href="onboarding-to-dfns/define-and-assign-permissions">define-and-assign-permissions</a></td><td><span data-gb-custom-inline data-tag="emoji" data-code="2705">✅</span></td><td><span data-gb-custom-inline data-tag="emoji" data-code="2705">✅</span></td><td><span data-gb-custom-inline data-tag="emoji" data-code="2705">✅</span></td></tr><tr><td><i class="fa-3">:3:</i></td><td><a data-mention href="onboarding-to-dfns/create-policies">create-policies</a></td><td><span data-gb-custom-inline data-tag="emoji" data-code="2705">✅</span></td><td><span data-gb-custom-inline data-tag="emoji" data-code="2705">✅</span></td><td><span data-gb-custom-inline data-tag="emoji" data-code="2705">✅</span></td></tr><tr><td><i class="fa-4">:4:</i></td><td><a data-mention href="onboarding-to-dfns/using-the-dashboard-create-your-first-wallet">using-the-dashboard-create-your-first-wallet</a></td><td><span data-gb-custom-inline data-tag="emoji" data-code="2705">✅</span></td><td><span data-gb-custom-inline data-tag="emoji" data-code="274c">❌</span></td><td><span data-gb-custom-inline data-tag="emoji" data-code="274c">❌</span></td></tr><tr><td><i class="fa-5">:5:</i></td><td><a data-mention href="onboarding-to-dfns/start-building-login-and-create-a-wallet-via-api">start-building-login-and-create-a-wallet-via-api</a></td><td><span data-gb-custom-inline data-tag="emoji" data-code="274c">❌</span></td><td><span data-gb-custom-inline data-tag="emoji" data-code="2705">✅</span></td><td><span data-gb-custom-inline data-tag="emoji" data-code="274c">❌</span></td></tr><tr><td><i class="fa-6">:6:</i></td><td><a data-mention href="onboarding-to-dfns/non-custody-1-2-dfns-api-using-a-service-account">non-custody-1-2-dfns-api-using-a-service-account</a></td><td><span data-gb-custom-inline data-tag="emoji" data-code="274c">❌</span></td><td><span data-gb-custom-inline data-tag="emoji" data-code="274c">❌</span></td><td><span data-gb-custom-inline data-tag="emoji" data-code="2705">✅</span></td></tr><tr><td><i class="fa-7">:7:</i></td><td><a data-mention href="onboarding-to-dfns/non-custody-2-2-customer-login-and-delegated-wallets">non-custody-2-2-customer-login-and-delegated-wallets</a></td><td><span data-gb-custom-inline data-tag="emoji" data-code="274c">❌</span></td><td><span data-gb-custom-inline data-tag="emoji" data-code="274c">❌</span></td><td><span data-gb-custom-inline data-tag="emoji" data-code="2705">✅</span></td></tr></tbody></table>

### How will you use Dfns?

* If your team will only use the dashboard and will not use Dfns programmatically, then you can skip steps <i class="fa-5">:5:</i> and <i class="fa-6">:6:</i>. You will be able to create and use wallets for you or for your customers in the dashboard directly.&#x20;
* If you are building an app for you or for your end users to manage their wallets, then you can skip step <i class="fa-4">:4:</i> which is only happening in the dashboard.&#x20;

### How will you use and control the wallets?

* Wallets are for you:&#x20;
  * Custodial: your Employees will manage the wallets directly, through dashboard or APIs. In this case skip step <i class="fa-6">:6:</i>.&#x20;
* 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 <i class="fa-4">:4:</i>.&#x20;
  * Custodial: your team will manage the wallets for your customers.&#x20;

## Full curriculum

Base setup, relevant in all cases:&#x20;

{% content-ref url="onboarding-to-dfns/create-your-organization-and-invite-employees" %}
[create-your-organization-and-invite-employees](https://docs-legacy.dfns.co/d/getting-started/onboarding-to-dfns/create-your-organization-and-invite-employees)
{% endcontent-ref %}

{% content-ref url="onboarding-to-dfns/define-and-assign-permissions" %}
[define-and-assign-permissions](https://docs-legacy.dfns.co/d/getting-started/onboarding-to-dfns/define-and-assign-permissions)
{% endcontent-ref %}

{% content-ref url="onboarding-to-dfns/create-policies" %}
[create-policies](https://docs-legacy.dfns.co/d/getting-started/onboarding-to-dfns/create-policies)
{% endcontent-ref %}

If you plan to manage the wallets yourself (wallets for you or for your customers) manually from the dashboard:&#x20;

{% content-ref url="onboarding-to-dfns/using-the-dashboard-create-your-first-wallet" %}
[using-the-dashboard-create-your-first-wallet](https://docs-legacy.dfns.co/d/getting-started/onboarding-to-dfns/using-the-dashboard-create-your-first-wallet)
{% endcontent-ref %}

If you plan to build an app and use the API:&#x20;

{% content-ref url="onboarding-to-dfns/start-building-login-and-create-a-wallet-via-api" %}
[start-building-login-and-create-a-wallet-via-api](https://docs-legacy.dfns.co/d/getting-started/onboarding-to-dfns/start-building-login-and-create-a-wallet-via-api)
{% endcontent-ref %}

If you plan to offer customer-managed wallets:&#x20;

{% content-ref url="onboarding-to-dfns/non-custody-1-2-dfns-api-using-a-service-account" %}
[non-custody-1-2-dfns-api-using-a-service-account](https://docs-legacy.dfns.co/d/getting-started/onboarding-to-dfns/non-custody-1-2-dfns-api-using-a-service-account)
{% endcontent-ref %}

{% content-ref url="onboarding-to-dfns/non-custody-2-2-customer-login-and-delegated-wallets" %}
[non-custody-2-2-customer-login-and-delegated-wallets](https://docs-legacy.dfns.co/d/getting-started/onboarding-to-dfns/non-custody-2-2-customer-login-and-delegated-wallets)
{% 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](https://docs-legacy.dfns.co/d/api-docs/policy-engine)
* Our [API Authentication](https://docs-legacy.dfns.co/d/advanced-topics/authentication/authentication-authorization) page & [Advanced Topics](https://docs-legacy.dfns.co/d/advanced-topics/authentication) around authentication to understand our signing requirements in detail
* The [**API DOCS**](https://docs-legacy.dfns.co/d/api-docs/api-docs) reference section of all currently supported endpoints and their operations
* [Integrations](https://docs-legacy.dfns.co/d/integrations/fiat-on-offboarding) to learn about how to integrate with Fiat on/offboarding providers
