Onboarding

Welcome to Delivami!

Setting up your account correctly from day one ensures that your clients get a smooth, professional, and fully branded experience when you send them their files.

Follow this checklist to get your workspace ready for business.

Step 1: Complete Your Profile

Your profile information acts as the default template for all your outgoing communications, proposals, and invoices.

1. When you first create your account, you will be automatically redirected to the Onboarding Flow.
2. Upload your Brand Logo or a professional headshot.
3. Update your Display Name, Phone Number, and City/Country.
4. Fill out your Full Business Address. (This is critical, as it will be legally required on your invoices).
5. Select your primary Industry (e.g., Video Editor, Photographer, Agency).
6. Click Save Changes.

Step 2: Verify Your Identity (KYC)

To comply with international financial regulations and protect our creators from fraud, Delivami requires a quick identity check.

1. While in Settings, navigate to the Identity & Trust tab.
2. Click Start Verification.
3. You will be asked to upload a clear photo of a valid government-issued ID (Passport, Driver's License, or National ID).
4. Take a quick selfie using your webcam or phone camera to prove you match the ID.
5. Submit the application.

Our compliance team usually reviews these within a few hours. Once verified, a green VERIFIED badge will appear next to your email address, and the Payouts system will be fully unlocked.

Step 3: Configure Your Payout Account

Once your identity is verified, you need to tell us where to send your money!

1. In Settings, go to the Payout Account tab.
2. Select your preferred payout method (Bank Transfer, Mobile Money, etc.).
3. Enter your account details securely.
4. If you have the Pro or Studio plan, you can also configure Automatic Payouts here, which will automatically sweep your balance to your bank account on a schedule.

Step 4: Secure Your Account

You are handling sensitive client files and money. We highly recommend securing your account before you start working.

1. Navigate to the Security tab in the sidebar (or inside Settings).
2. Set up Two-Factor Authentication using an app like Google Authenticator or Authy.
3. For even faster and more secure logins, enroll a Passkey using your device's fingerprint or face scanner.

You're Ready!

Your account is now fully configured, legally compliant, and ready to receive funds.

Next Steps:

• Create your first Project
• Send your first Delivery Link