As a new customer, you'll follow an onboarding process to create your organization, access required tools and systems, and configure authentication. The exact steps vary depending on the products you plan to build—banking, card issuing, digital lending, and so on—but the overall process follows a common pattern.

Throughout the onboarding process, you work closely with your Pismo support team. This guide walks you through the steps you’ll take together.

Planning

Your Pismo support team will schedule planning sessions with you to shape your onboarding path. These sessions build on earlier conversations about your business goals, current challenges, desired products, and more.

Organization creation

Your support team creates your organization (known as your org) on the Pismo platform. The organization specifies your company’s details, such as its legal name, address, and time zone.

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Some technical context

Pismo uses core objects and has a built-in object hierarchy. The organization is the root object on the Pismo platform—a container for all your programs, accounts, and customers.

When your organization is created, you receive an org ID (also referred to as a tenant ID), which looks like TN-34778262-f4f0-464d-b4c6-a14e2dc6f4be.

Most API endpoint calls require this identifier, typically passed in the header.

For a comprehensive overview, refer to Core objects.

To create your organization, the support team will ask for the following information:

• Company's legal name
• Company’s preferred name on the Pismo platform (this can be the same as the legal name)
• Company’s document number, which is the unique company ID (such as a government tax ID or business registration number)
• Address
• Legal representative (person or entity)
• Email of the person at your company who can be contacted if necessary
• Currency
• Time zone

Pismo Service Desk access

The Pismo Service Desk is where you submit requests, resolve issues, and ask questions. To request access, refer to Request access to Pismo resources.

Keep these two points in mind:

• From the Settings dropdown, select Access request, then select Service Desk Portal.
• In the Description field, enter the email addresses of all users who need access.

Your support team can help if needed.

Test and production environment access

Your support team sets up access to two environments:

• Test environment—A non‑production environment used to test new and updated features. If you prefer to use your own test environment, let your support team know.
• Production environment—A live environment used to process actual customer data.

Additionally, you can use tools like Postman with Pismo's pre-built collections to test API endpoints before going live. For more information, refer to Test Pismo APIs with Postman.

Pismo Control Center access

Control Center is a web-based interface you can use to complete many tasks without using REST APIs. Your support team sets up your access. For more information, refer to Get started with Control Center.

Authentication set up

To access Pismo APIs, you generate an access token linked to your org ID, which provides server-to-server (S2S) authentication. Your support team works with you to set up the appropriate authentication method.

Additionally, Mutual Transport Layer Security (mTLS) is mandatory for all API calls to the Pismo platform to ensure compliance with security regulations.

For a comprehensive overview, refer to the Pismo platform security guide.

Next steps

With ongoing support and guidance from your Pismo team, you’ll set up your programs and accounts. Refer to the following guides to get started.

For more general support, refer to the following guides.