> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clickpesa.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up Your Company Account

> Complete the six-step account setup checklist in the Merchant Dashboard before collecting payments or sending payouts

<Note>
  After registration, open **Get Started** in the sidebar or go to [merchant.clickpesa.com/get-started/account-setup](https://merchant.clickpesa.com/get-started/account-setup) to track your progress. See the [Merchant Dashboard Overview](/dashboard/dashboard-overview) for the full picture.
</Note>

Complete these six steps in order. Each maps to a section under **Settings** in the Merchant Dashboard.

## 1. Complete Your Business Profile

Add your business information under **Settings → General**:

* Business type and industry
* Business description
* Physical address and city
* TIN and VAT (if applicable)

These details appear on ClickPesa receipts, invoices, and payment pages. [General settings guide](/dashboard/settings/general)

## 2. Authorised Person

On the same **Settings → General** page, add the authorised contact person:

* Name
* Phone number
* Email

[General settings guide](/dashboard/settings/general)

## 3. Complete KYC Verification

Upload required documents under **Settings → KYC** to verify your business and unlock full features.

Document requirements depend on your business type. See [Get Started With ClickPesa — Complete KYC](/home/onboarding#step-2-complete-kyc) for the full list, or follow the in-dashboard KYC wizard. [KYC settings guide](/dashboard/settings/kyc)

<Note>
  KYC review typically takes 2–3 business days. Until approved, a **TZS 100,000 total** pre-KYC transaction limit applies across collections, payouts, deposits, and withdraws. See [transaction limits](/home/onboarding#transaction-limits-before-kyc-approval).
</Note>

## 4. Activate Payment Methods

Enable the collection methods you want to accept under **Settings → Collection**:

* Online methods (mobile money, cards, TanQR/Lipa Namba, and more)
* Offline BillPay collection (control numbers)

You can also use the **Enable Payment Options** guide at [merchant.clickpesa.com/get-started/payment-methods](https://merchant.clickpesa.com/get-started/payment-methods). [Collection settings guide](/dashboard/settings/collection)

## 5. Set Up Withdraw Settlement Account

Add your company bank account under **Settings → Disbursement**. This is where funds are settled when you withdraw from your ClickPesa balance.

The account name must match your registered company name. [Disbursement settings guide](/dashboard/settings/disbursement)

## 6. Manage Team Members

Invite team members under **Settings → Team** and assign roles (Manager, Employee, or Developer).

<Note>
  The Team tab is available to the **main account holder** on business accounts.
</Note>

[Team settings guide](/dashboard/settings/team)

## Developer integration (optional)

If you plan to integrate via API, complete the developer checklist under **Get Started → Developer Resources** or see [Developers settings](/dashboard/settings/developers) and [API Integration Setup](/application/api-application-setup).