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The Borderless platform is your payments hub — where your operational tools, your data, and your intelligence live. This guide covers your first steps in it: logging in, reading the Home page, securing your account with MFA, inviting your team, and what you need in place before your first transaction. Deeper setup — managing permission groups, refund destinations, wallet integrations — lives in Organization Administration and Wallets.

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Before you start

  • You need an invitation from someone at your organization who already has platform access. There’s no public sign-up — an Owner or a user with the right permission invites you.
  • Some actions in this guide — inviting users, enabling organization-wide MFA, managing permission groups — require the Owner role or a Custom role with the matching permission. Where a step is restricted, this guide says so.
  • Your workspace is connected to one environment, either sandbox or production. There’s no in-app switch to move between them — each environment has its own URL. Check the colored chip near your org name in the header: green means production, amber means sandbox or another non-production environment.

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Log in

Borderless uses a hosted login screen, so the sign-in page itself may look different from the rest of the platform. Go to your platform URL and sign in with the credentials your organization gave you. After you log in, you land on Home.

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Read the Home page

Home is a summary of your account: a welcome header with your name, a row of key metrics, a transaction activity chart, a network health panel, an exchange rates chart, a Needs Attention panel, and a list of recent transactions. Home page with metrics row Needs Attention flags anything that needs action from you. When nothing does, it shows an empty-state message instead — you don’t need to check further. If you have permission to invite users, the More menu on Home also has a shortcut: Invite user. It opens the same modal as adding a user from the Team page (below).

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Notifications

Click the bell icon in the header to slide in the notifications panel from the right. It holds your notification history: mark them all as read, delete them, or click one to jump to whatever it’s notifying you about.

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Find Team and Developer settings

There’s no separate Settings page — clicking Settings takes you straight to Team. That’s where org-wide settings, users, and permission groups live. Developer-facing settings — API keys, webhooks — live on their own Developer Settings page.

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Set up multi-factor authentication

On the Team page, under Organization Settings, you’ll find a Multi-Factor Authentication card. It shows whether MFA is on for your organization and, if you have permission, an Enable MFA button.
  1. Click Enable MFA.
  2. A confirmation modal titled Enable Organization MFA appears, warning that this updates MFA for every user in the organization.
  3. Confirm to enable it.
This applies to everyone at once — there’s no per-user opt-out once it’s on. Enabling MFA can also force a re-login: the platform checks your session against the server’s MFA setting, and if they’re out of sync it logs you out automatically. Expect to sign in again shortly after you (or an admin) turns MFA on. You can also enable MFA for one person at a time from their row in the Team Members table — click Enable in the MFA column and confirm in the modal that appears.

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Invite a user

  1. On the Team page, under Team Members, click Add User (or use Invite user from the Home page’s More menu).
  2. Fill in First Name, Last Name, Email, and Business Title — all required.
  3. Choose a Role: Owner (full control), Viewer (view only), or Custom (permissions you assign through a permission group).
  4. Click Save.
Add New User modal The platform copies an invitation link to your clipboard and shows a toast confirming it. Save and send that link right away — it’s shown only once and can’t be retrieved again afterward.

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Create a permission group

Use permission groups to give Custom-role users a defined set of actions — everything else stays denied to them, aside from viewing.
  1. From Team or the Permission Groups page, click Create Group.
  2. Enter a Name (3–100 characters) and, optionally, a Description.
  3. Flip on the permissions to grant, organized by section.
  4. Click Create Group.
Create Permission Group form Only users whose role is already Custom can be added to a permission group. Managing groups after that — adding and removing members, editing permissions, deleting a group — is covered in Organization Administration.

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Find developer settings

Go to Developer Settings for API keys and webhooks.
  • API Keys shows your Client ID and Client Secret, masked until you reveal them, with a copy button for each. Click Generate Keys the first time, or Regenerate Keys later. Regenerating asks you to confirm first — doing so logs out every device currently using that client ID.
  • Webhooks lists your configured webhook URLs. Click New Webhook to add one.
  • Webhook Authentication holds the public key used to verify webhook signatures, with its own Generate Keys / Regenerate Keys button.
Developer Settings page If your organization hasn’t been enabled for API access, the API Keys card shows a message to contact Borderless support instead of the usual fields — that’s a prerequisite your team can’t turn on from the platform.

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Connect your providers

Borderless is the orchestration platform for a network of payment providers, and enabling your providers is the first step toward moving money. Go to Network to browse the provider marketplace — you can search and filter by capability, country, currency, and rail to explore which providers offer the services you need. If you’re already onboarded with a provider, link your account: click Add API keys on the provider’s card and drop in your credentials. Provider Marketplace covers the full flow, including providers whose connection Borderless manages for you. If you’d like to explore new providers, or want an introduction to a specific one, reach out to the Borderless team. We work with these providers across many clients and are happy to share that experience, help you choose, and introduce you to the expedited onboarding processes providers offer Borderless customers. You complete onboarding directly with the provider; once they approve you, add your credentials and the provider is live in your network.

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Your first transaction

Before you can move money, three things need to be in place — in this order:
  1. An enabled provider. Borderless orchestrates approvals with your providers, so the provider comes first — see “Connect your providers” above and Provider Marketplace.
  2. An approved identity. Create the identity and take it through compliance — see Identities & Compliance. The identity must be approved with the provider you’ll transact through, or covered by a reliance agreement with that provider.
  3. A linked wallet. Link a wallet so Borderless knows the source of funds for your transactions — see Wallets.
With those in place, add a payment method and create the transaction — Creating Transactions walks through each flow. Onramps and offramps work the same way apart from the destination: an onramp delivers to a wallet address, an offramp delivers to a bank account.

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Troubleshooting

I can’t find Settings. There isn’t a separate Settings page — it redirects to Team. Bookmark or link to Team instead. I don’t see the invite link anymore. Invite links are shown once, right after you create the user. If you didn’t save it, delete the user and re-invite them to get a new link. I got logged out right after enabling MFA. Expected. The platform syncs your session with the new MFA setting and logs you out if they don’t match yet — log back in. A user I want to add to a permission group isn’t in the list. Only users with the Custom role are selectable. Change their role first (through your identity provider or admin process), then add them to the group. I can’t find the button to invite users, enable MFA, or manage permission groups. These actions require the Owner role, or a Custom role with the matching permission. Ask an Owner at your organization to grant it or perform the action. I see an error like “Users went on a coffee break” or “Permission groups are playing hide and seek.” These are the platform’s informal error messages for a failed load. Refresh the page; if it persists, contact your Borderless representative.