Getting Started
What you'll find in this guide
Section titled “What you'll find in this guide”This guide covers the path from contract activation to the start of operations. It describes how to access the admin panel, how the sandbox environment works, and the integration concepts for connecting to your internal systems.
Access and configuration
Section titled “Access and configuration”-
Receive your credentials
After contract activation, the Guardline team sends the access credentials. This package includes the admin panel URL and the initial admin user. From this user, new users can be created according to your operation's permission structure.
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Access the admin panel
The admin panel is the web interface where you configure every contracted module. You can create and edit onboarding journeys (ONP), define rules in the decision engine (FPP), organize queues and decision authorities in the case desk (CMP), and manage users and permissions. Each module appears in the panel according to the contract scope.
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Get to know the sandbox environment
The sandbox is an isolated environment that mirrors the production configuration with synthetic data. It becomes available after contract activation and is used to validate configurations, test flows, and prepare the integration before operating with real data.
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Understand the integration
The connection between your internal systems (core banking, ERP, CRM) and Guardline happens via REST API. The integration documentation describes the concepts, the communication flows, and the authentication model. The sandbox lets you test this communication before going live in production.