3. Profile Setup

Profile Setup - Octopad

After successfully logging in, the user will be navigated through an initial profile setup wizard.

In the first step the user is able to select the desired type of account. If you will be using Octopad as an individual, you can select the Personal account type. If there are more than one people in your team, then the Corporate account offers additional functionality that helps you manage your team and their permissions.

We will be setting up a corporate account in this article.

Once you have clicked on the corporate icon, you will be taken to the next step, where you need to fill in the company details of your corporation.


Once you have filled in your company details, you can proceed to filling in your personal details by clicking on the next button.


The currency is required so that we can process your transactions in your preferred currency.

By pressing the next button, your profile setup is complete and you are redirected to the verification screen.

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