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How can I create an account for a client?

Byzantine allows you to open and manage accounts on behalf of corporate clients. The process has three steps: creating the account, adding the team, and completing identity verification.
  1. In the account picker in the bottom left of your dashboard, select “Add account” Account picker
  2. Select “Organisation account” Account type selection
  3. Enter the company name and, optionally, upload a logo Organisation details
  4. Set a passkey for this account Create passkey
Once complete, a new account is created for that entity with you as its first admin.
From the new account, invite the client company’s team or your own colleagues as members. There are two roles:
  • Admin - can make deposits, withdrawals, and change account settings
  • Viewer - can view the account balance and transaction history, and can also complete the identity verification on behalf of the organisation
For more detail on roles and permissions, see Users & roles.
A common setup is to assign the Viewer role to a team member who will handle the identity verification paperwork, while reserving Admin access for those who need to manage funds.
The organisation must complete a Know Your Business (KYB) verification before it can deposit funds. This involves providing company documents, identifying beneficial owners, and having each associated person complete an individual identity check.For the full step-by-step process, see Identity verification - organisation.
If you do not want ongoing control over fund movements, have one of the client company’s Admins change your role to Viewer. This ensures you retain visibility over the account without the ability to make deposits or withdrawals on the client’s behalf.