Complete Account Setup

Follow these steps to fully configure your CryptoGate account and start accepting cryptocurrency payments.

Account Setup Checklist

1

Create Account

Sign up at cryptogate.live/signup with your email and password.

2

Verify Email

Click the verification link sent to your email to activate your account.

3

Complete Profile

Add your business information in Settings → Profile:

  • Business name
  • Website URL
  • Industry category
  • Contact information
4

Configure Wallets

Set up cryptocurrency wallets in Settings → Wallets. See our Wallet Setup Guide.

5

Generate API Keys

Create API keys in Settings → API Keys. Start with sandbox keys for testing.

6

Set Up Webhooks

Configure webhook endpoints in Settings → Webhooks for payment notifications.

7

Enable Two-Factor Authentication (Strongly Recommended)

Protect your account, funds, and API keys with 2FA. While optional, this is critical for security.

Enable 2FA in Settings → Security. See the detailed guide below for step-by-step instructions.

8

Test in Sandbox

Test your integration thoroughly in sandbox mode before going live.

Profile Settings

Business Information

Keep your profile up-to-date with accurate business information:

  • Business Name: Legal business name
  • Website: Your primary website URL
  • Industry: Select your business category
  • Description: Brief description of your business
  • Support Email: Customer support contact

Security Settings

Two-Factor Authentication (Strongly Recommended)

While 2FA is optional, we strongly recommend enabling it to protect your account, funds, and API keys from unauthorized access. 2FA adds a critical security layer beyond your password.

Setup Steps

1

Install Authenticator App

Download one of these apps on your smartphone:

  • → Google Authenticator (iOS/Android)
  • → Authy (iOS/Android/Desktop)
  • → 1Password (Premium)
  • → Microsoft Authenticator (iOS/Android)
2

Enable 2FA in CryptoGate

Navigate to Settings → Security → Two-Factor Authentication and click Enable 2FA.

3

Scan QR Code

Open your authenticator app and scan the QR code displayed on screen. Alternatively, manually enter the secret key.

4

Verify Setup

Enter the 6-digit verification code from your authenticator app to confirm the setup.

5

Save Backup Codes

Download or write down your backup codes. Store them in a secure location separate from your device.

Important: Backup Codes

Your backup codes are the only way to access your account if you lose your authenticator device. Store them securely - we cannot recover them for you.

Why 2FA is Critical: Cryptocurrency accounts are high-value targets. 2FA ensures that even if someone obtains your password through phishing or data breach, they cannot access your account without physical access to your authenticator device.

Password Management

Use a strong, unique password for your CryptoGate account.

  • At least 12 characters long
  • Mix of uppercase, lowercase, numbers, and symbols
  • Different from passwords used elsewhere
  • Use a password manager
  • Change password every 90 days

Session Management

Monitor and manage active sessions in Settings → Sessions.

  • View all active login sessions
  • See device and location information
  • Revoke suspicious sessions
  • Enable email notifications for new logins

Notification Settings

Email Notifications

Configure which email notifications you receive in Settings → Notifications:

  • Payment Notifications: When payments complete
  • Security Alerts: Unusual activity, new logins
  • API Activity: API key usage, errors
  • Account Updates: Profile changes, new features
  • Marketing: Product updates, tips (optional)

Team Management

Add Team Members

Invite team members to collaborate on your account:

  1. Go to Settings → Team
  2. Click Invite Member
  3. Enter email and select role:
    • Admin: Full account access
    • Developer: API keys, technical settings
    • Viewer: Read-only access
  4. Send invitation

Billing & Usage

Payment Plan

Manage your subscription in Settings → Billing:

  • View current plan and usage
  • Upgrade or downgrade plan
  • View transaction history
  • Download invoices
  • Update payment method

Going Live

Ready for Production?

Before switching to live mode, verify:

  • Profile information is complete
  • Production wallets are configured
  • Live API keys are generated
  • Webhooks are tested and working
  • Two-Factor Authentication (2FA) is enabled (strongly recommended)
  • Team members have appropriate access
  • Backup codes are saved securely
  • Test payments completed successfully