Baalvion Help Center

What happens the first time you sign in, and what to set up before you start trading.

The first time you sign in, Baalvion walks you through a short onboarding flow before dropping you into your dashboard. This typically covers:

Confirming your organization details.
Setting your profile information (name, contact details, notification preferences).
A short tour of your role’s dashboard and primary navigation.

Onboarding by Role

Buyer onboarding

Sourcing preferences, dashboard overview, and how to place your first order.

Seller onboarding

Setting up listings and understanding the order fulfillment workflow.

Trade agent onboarding

Task queues, approvals, and coordinating your first assigned trade.

Before acting on your first trade, it’s worth reviewing:

Dashboard System — how your dashboard is organized.
Notifications — how you’ll be alerted to activity that needs your attention.
Settings & Profile Management — keeping your organization and contact details accurate.

Onboarding can be revisited

You can review onboarding tips again at any time from your dashboard’s help menu — you’re not limited to a single first-run tour.