Getting started

Partner types

To utilize serviceX as an enterprise, you need to register your organization account on serviceX Dashboard (you can try our sandbox environment here). Credify supports 2 partner types:

• Service Provider
• Market

These types determine which resource in the Credify system is available in every request. You can request to change your role on serviceX Dashboard, and we will review your request to approve.

• Service Provider is to provide your services across the Credify network.
  • e.g., lending companies providing cash loan, insurance companies providing health insurance
  • If you are a financial institution and would like to provide BNPL systems, you will need to be Service Provider and contact us to activate the BNPL provider settings.
• Market provides their users with the services provided by Service Provider.
  • e.g., e-commerce platforms that want to embed financial services
  • If you want to offer BNPL options on your platform, then select this one!

Set up

1. Register your organization account
   • Sandbox serviceX Dashboard
2. [Only on the production environment] Wait for our review process
   • We review new organization onboarding to make sure our network is credible.
3. Log into your organization account once approved
4. Upgrade your organization role to be either Service Provider or Market upon your need
   • (Market only) In this step as the following image, you will need to provide 1. profile information set you can share and 2. custom scopes -- data structure that you may share with other partners. This 2 sets of data are utilized to enhance user experience and conversion rate to access services provided by Service Provider. For example, you set "loyalty point amount", and then Service Provider can configure some threshold to serve special offers to your users whose loyalty point amount is higher than the threshold.

5. Wait for our review process about this change
6. Re-login your account to reflect the change
   • Your session is associated with your organization role, thus you will need to log into your account again after approval
7. (Market only) Go to Settings > Access Control in Dashboard and whitelist Service Providers for them to promote offers on your platform
   • If you are interested in testing BNPL, please select BNPL provider (under Others section) at this step. This is a sandbox BNPL provider that we provide for the testing purpose.

8. (Service Provider only) Ask Credify team to register your products that you would like to offer on serviceX
   • Credify team configures products as we agree on a contract
9. (Service Provider only) Create promotion offers
   • You can create offers that promote your products. Every offer needs to link a product of yours
10. Get started with integration!