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

# Onboarding Requirements

> Information ChainPatrol needs to protect your organization from threats

This guide explains the information ChainPatrol needs during onboarding and how to keep your organization's data up to date for effective threat protection.

## Overview

ChainPatrol protects your organization by monitoring for threats impersonating your brands, assets, and employees. To do this effectively, we need accurate and comprehensive information about:

<CardGroup cols={3}>
  <Card title="Assets" icon="link">
    All digital properties you own or manage
  </Card>

  <Card title="Brand Identity" icon="palette">
    Logos, trademarks, and brand terms
  </Card>

  <Card title="Legal Authorization" icon="scale-balanced">
    Documents that allow us to take action on your behalf
  </Card>
</CardGroup>

<Info>
  Keeping this information current ensures we can quickly identify and respond to threats while avoiding false positives.
</Info>

## What Information We Collect

### Assets

We need to know about all digital properties associated with your organization:

<Tabs>
  <Tab title="Domains" icon="globe">
    * Websites and web applications
    * Subdomains and development environments
    * Landing pages and marketing sites
    * Documentation and support portals
  </Tab>

  <Tab title="Social Media" icon="share-nodes">
    * Twitter/X handles
    * Discord servers
    * Telegram channels and groups
    * LinkedIn company pages
    * YouTube channels
    * Other platform accounts
  </Tab>

  <Tab title="Email & Communication" icon="envelope">
    * Official company email addresses
    * Employee email addresses
    * Support and contact emails
    * Newsletter addresses
  </Tab>

  <Tab title="Blockchain" icon="link">
    * Wallet addresses
    * Smart contracts
    * ENS names
    * On-chain identities
    * Token contracts
  </Tab>

  <Tab title="Applications" icon="mobile">
    * iOS applications
    * Android applications
    * Chrome extensions
    * Firefox add-ons
    * Safari extensions
  </Tab>

  <Tab title="Other Properties" icon="folder">
    * GitHub repositories
    * Documentation sites
    * Community forums
    * Developer portals
    * API endpoints
  </Tab>
</Tabs>

<Warning>
  **Important:** When something is added to your organization, we **automatically allowlist it** so it doesn't get accidentally blocked or taken down by our systems.
</Warning>

### Brand Images and Visual Identity

We collect visual assets to help identify brand impersonation attempts:

<AccordionGroup>
  <Accordion title="Logos" icon="image">
    * Primary logo (all formats)
    * Secondary logo variations
    * Wordmarks and text-only versions
    * Monochrome versions
    * Icon-only versions
  </Accordion>

  <Accordion title="Brand Colors" icon="palette">
    * Primary color palette
    * Secondary colors
    * Hex codes and RGB values
    * Color usage guidelines
  </Accordion>

  <Accordion title="Design Assets" icon="paintbrush">
    * Icons and symbols
    * Patterns and textures
    * Typography and fonts
    * Other brand elements
  </Accordion>
</AccordionGroup>

### Brand Terms and Trademarks

We monitor for unauthorized use of your:

<CardGroup cols={2}>
  <Card title="Registered Trademarks" icon="trademark">
    All marks registered with trademark offices
  </Card>

  <Card title="Product Names" icon="box">
    Official names of your products and services
  </Card>

  <Card title="Taglines & Slogans" icon="quote-left">
    Marketing phrases associated with your brand
  </Card>

  <Card title="Common Misspellings" icon="spell-check">
    Variations that scammers might use
  </Card>
</CardGroup>

### Legal Documents

Before we can perform takedowns on your behalf, we need:

<Steps>
  <Step title="Power of Attorney (POA)">
    Authorizes ChainPatrol to perform takedowns in a narrow, specific capacity
  </Step>

  <Step title="Letter of Authorization (LOA)">
    Required specifically for Twitter/X takedowns
  </Step>

  <Step title="Supporting Documentation">
    Trademark certificates and business registration documents
  </Step>
</Steps>

<Warning>
  These documents are **required before we can enable takedown services** for your organization.
</Warning>

## Managing Your Organization's Assets

### Organization Assets Settings Page

You can add, remove, or modify assets directly from your organization's settings:

<Steps>
  <Step title="Navigate to Settings">
    Go to **Settings** > **Organization Assets**
  </Step>

  <Step title="Add Assets">
    Click **Add Asset** to include new properties
  </Step>

  <Step title="Remove Assets">
    Select assets and click **Remove** to delete outdated entries
  </Step>

  <Step title="Search and Filter">
    Use the search and filter tools to find specific assets
  </Step>

  <Step title="Organize">
    Group assets to help organize by priority or type
  </Step>
</Steps>

### API Management

For organizations with many assets or frequent updates, you can manage assets programmatically using our API:

<CardGroup cols={3}>
  <Card title="API Documentation" icon="book" href="/external-api/overview">
    Complete endpoint documentation
  </Card>

  <Card title="Generate API Keys" icon="key">
    Create keys in Settings > API Keys
  </Card>

  <Card title="Batch Operations" icon="layer-group">
    Add or remove multiple assets in a single request
  </Card>
</CardGroup>

<Tip>
  See our [API Integration Guide](/integration/guide) for detailed instructions on programmatic asset management.
</Tip>

## The Onboarding Process

### Customer Information Sheet (CIS)

During onboarding, you'll receive a **Customer Information Sheet** to fill out. This comprehensive form captures all the information listed above.

<Warning>
  **Best Practice:** Don't fill out the CIS alone. Share it with teams across your organization.
</Warning>

#### Teams to Involve

<AccordionGroup>
  <Accordion title="Marketing" icon="bullhorn">
    * Brand campaigns and initiatives
    * Social media accounts
    * Creative assets and materials
    * Marketing domains and landing pages
  </Accordion>

  <Accordion title="Engineering" icon="code">
    * Infrastructure domains
    * GitHub repositories
    * Developer tools and APIs
    * Staging and testing environments
  </Accordion>

  <Accordion title="Product" icon="box">
    * Product names and features
    * Beta programs
    * Feature launches
    * Product documentation
  </Accordion>

  <Accordion title="Legal" icon="scale-balanced">
    * Trademark registrations
    * Official documentation
    * Power of Attorney
    * Business registration
  </Accordion>

  <Accordion title="Community" icon="users">
    * Discord servers
    * Telegram groups
    * Community forums
    * Ambassador programs
  </Accordion>
</AccordionGroup>

<Note>
  Sometimes teams "squat" domains or social media handles for future use that leadership may not know about. A comprehensive internal review prevents these assets from being misidentified as threats.
</Note>

### Ongoing Allowlist Updates

We don't just collect information once. ChainPatrol conducts **frequent allowlist gathering throughout the year** to:

<CardGroup cols={2}>
  <Card title="Capture Growth" icon="arrow-up">
    New assets as your organization grows
  </Card>

  <Card title="Remove Deprecated" icon="trash">
    Outdated or retired properties
  </Card>

  <Card title="Update Materials" icon="arrows-rotate">
    Brand materials after refreshes
  </Card>

  <Card title="Add Team Members" icon="user-plus">
    New employees and team members
  </Card>
</CardGroup>

<Info>
  You'll be notified when it's time for an allowlist review, typically quarterly or after major organizational changes.
</Info>

## Document Security and Privacy

Your legal documents and sensitive information are handled with strict security measures:

<CardGroup cols={2}>
  <Card title="Private Cloud Storage" icon="cloud-lock">
    All documents stored in encrypted, access-controlled cloud storage
  </Card>

  <Card title="Limited Access" icon="user-lock">
    Only authorized takedown staff and support can retrieve documents
  </Card>

  <Card title="Audit Trails" icon="list-check">
    All document access is logged and monitored
  </Card>

  <Card title="Compliance" icon="shield-check">
    Following industry-standard security practices
  </Card>
</CardGroup>

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="What happens when someone leaves your company?" icon="user-minus">
    You should remove their email address and any personal accounts from your organization's asset list. This can be done through the Settings page or API.

    <Tip>
      We recommend integrating asset management with your employee offboarding process.
    </Tip>
  </Accordion>

  <Accordion title="What happens when you rebrand?" icon="paintbrush">
    Contact us immediately when planning a rebrand. We'll work with you to:

    1. Add new brand assets to your allowlist
    2. Update visual identity materials
    3. Keep old brand assets protected during the transition period
    4. Eventually remove outdated assets after the transition is complete

    <Info>
      Rebrand transitions typically require 30-90 days where both old and new assets are protected.
    </Info>
  </Accordion>

  <Accordion title="What happens when you get acquired or acquire a new brand?" icon="building">
    **For acquisitions you make:**

    * Add the acquired brand as a sub-brand in your organization
    * Include all their assets in your allowlist
    * Keep existing POA/LOA documents for the acquired entity

    **For being acquired:**

    * Work with your new parent company to transfer ChainPatrol services
    * Legal documents may need to be updated to reflect the new ownership structure
    * Contact [support@chainpatrol.io](mailto:support@chainpatrol.io) to coordinate the transition
  </Accordion>

  <Accordion title="What happens if one of your assets gets compromised?" icon="triangle-exclamation">
    If an asset you own is compromised (hacked, stolen credentials, etc.):

    <Steps>
      <Step title="Immediately Notify ChainPatrol">
        Email [support@chainpatrol.io](mailto:support@chainpatrol.io) or use your dedicated Slack channel
      </Step>

      <Step title="Remove from Allowlist">
        Remove the compromised asset so we can take action against it
      </Step>

      <Step title="Report the Compromise">
        Report through our platform so we can track and monitor the threat
      </Step>

      <Step title="Re-add After Recovery">
        Re-add the asset once you've regained control and secured it
      </Step>
    </Steps>

    <Check>
      We can respond quickly to compromised assets once notified, often taking them down within hours.
    </Check>
  </Accordion>

  <Accordion title="Can I manage multiple brands or subsidiaries?" icon="sitemap">
    Yes! Organizations can have multiple brands, each with their own:

    * Asset lists
    * Brand identity materials
    * Protected terms

    This is common for holding companies, investment firms, or organizations with multiple product lines.
  </Accordion>

  <Accordion title="How often should I review my asset list?" icon="calendar-check">
    We recommend reviewing your assets:

    * **Quarterly**: Regular check-ins to catch gradual changes
    * **After launches**: New products, campaigns, or initiatives
    * **After reorganizations**: Mergers, acquisitions, or restructuring
    * **When prompted**: We'll notify you when it's time for a scheduled review
  </Accordion>

  <Accordion title="If I'm unsure whether something should be included?" icon="circle-question">
    **When in doubt, include it.** It's better to have too many assets in your allowlist than to miss something.

    <Tip>
      Our team can help you refine your list during onboarding and ongoing reviews.
    </Tip>
  </Accordion>
</AccordionGroup>

***

<Card title="Ready to Get Started?" icon="rocket" href="https://cal.com/chainpatrol">
  Schedule an onboarding call to begin protecting your organization
</Card>