Complete business setup tabs flow
This guide walks through every business setup tab before your first sale. Read create a business and choose business type first.
Incomplete setup blocks product approval and withdrawals.
Part 1 — Registration and type
- Confirm you are in the correct business workspace.
[Screenshot: App header — new or target business workspace selected.]
- Open business settings or registration area.
[Screenshot: Business settings — setup tabs navigation visible.]
- Choose business type: individual (CPF) or company (CNPJ).
[Screenshot: Business type — CPF or CNPJ path selected.]
- Complete legal name, document, and contact fields.
[Screenshot: Registration tab — legal name and document saved.]
- Upload required documents if prompted.
[Screenshot: Document upload — ID or company docs submitted.]
- Save registration tab — note validation status.
[Screenshot: Registration status — complete or pending validation badge.]
Part 2 — Activity and partners
- Open activity tab — describe what you sell.
[Screenshot: Activity tab — business category and description filled.]
- Add website or social URLs if required.
[Screenshot: URLs — sales or brand links entered.]
- Open partners tab if CNPJ with multiple owners.
[Screenshot: Partners tab — partner names and documents added.]
- Confirm partner documents match payout holder if partners receive funds.
[Screenshot: Partner vs payout — holder alignment verified.]
- Save activity and partners tabs.
[Screenshot: Tabs saved — activity and partners marked complete.]
Part 3 — Finance and launch readiness
- Open finance tab in business setup.
[Screenshot: Finance setup tab — payout section visible.]
- Add bank account or PIX key for future withdrawals.
[Screenshot: Payout account — bank or PIX details entered.]
- Assign finance permissions to finance users.
[Screenshot: Team finance permissions — finance user configured.]
- Run first-sale workflow checklist against setup status.
[Screenshot: First-sale checklist — business setup items checked.]
- Submit any pending verification and monitor approval email or dashboard status.
[Screenshot: Setup overview — all tabs complete and ready for products.]
Setup tab cheat sheet
| Tab | Blocks if incomplete |
|---|---|
| Registration | Approval, payouts |
| Activity | Product approval |
| Partners | CNPJ compliance |
| Finance | Withdrawals |