Overview

The following guide outlines steps for creating a Business User for your program, from your Astra Oauth Client.

Background

In order for Astra to create program-level FBO accounts and payment instruments for a client, the program must create a Business User for their organization. This Business User must be associated with the Business Profile created via the Astra Dashboard and this Business User must be approved.

This guide outlines how to onboard and create a Business User using the Business Profile ID from a client's Astra Dashboard.

Step 01: Create a Business Profile

Navigate to your Sandbox or Production Astra Dashboard accordingly. Navigate to the Settings menu and select Business Profile.

• Sandbox: Please use fake / dummy data

• Production: You must use your real business information as Astra uses this to conduct KYB on your Business. If inaccurate or missing data is submitted, Astra will request additional documentation. Until your program has been KYB verified, your Production Astra client will be restricted.

Once created, the Business Profile ID will be available at the top of the User Interface

Step 02: Obtain a Session Token

Using the Business Profile ID from your Astra Dashboard, call Astra’s partner/identity/verification endpoint with the following Payload:

https://docs.astra.finance/reference/post_v1-partner-identity-verification

Client Request  
Endpoint: POST /v1/partner/identity/verification  
Headers: {  
	"Content-Type": "application/json",  
	"Accept": "application/json",  
	"Authorization": "Basic \*\*\*\*",  
}

{  
"provider": "",  
"provider_data": {  
	"customer_id": ""  
},

"client_id": "client_123456",  
"business_profile_id": "busines_profile_123456"  
"user_id": "user_id_123456"
}

Astra Response  
{  
"token": "token_123456"  
}

Step 03: Authorize the User

Once you’ve obtained a session_token, call Astra’s partner/identity/token endpoint. This will return your Business User's tokens (an access_token and refresh_token)

https://docs.astra.finance/reference/post_v1-partner-identity-token

Client Request  

Endpoint: POST /v1/partner/identity/token  
Headers: {  
"Content-Type": "application/x-www-form-urlencoded",  
"Accept": "application/json",  
"Authorization": "Basic \*\*\*\*",  
}

{  
"token": "token_123456",  
"user_consent_captured": true,  
"expires_in": 300  
}

Astra Response  
{  
"access_token": "access_token_abc123",  
"expires_in": 7200  
"refresh_token": "refresh_token_abc123",  
"token_type": “Bearer”  
}