Set Up Project
Initial project setup as Platform Admin
This page is for Platform Admins. You need OWNER or ADMIN permissions.
Prerequisites
- You have received an invitation email and signed in.
- You know the desired project name and environment (Production, Staging, Development).
Step 1: First Login
Navigate to your platform URL and sign in with your credentials. On first login, the Setup Wizard appears automatically.
📸 Screenshot: Setup wizard after first login
Step 2: Create Project
- Enter a project name (e.g., "Production DE" or "AI Agents Staging").
- Select the environment: Production, Staging, or Development. The environment affects default blockchain attestation behavior:
- Production: Attestation active by default
- Staging: Attestation set to "Automatic"
- Development: Attestation off by default (local only)
- Click Create Project.
Step 3: Select Tier
Choose your plan. The tier determines rate limits, available modules, and SLA targets (contractually guaranteed only on Enterprise).
The current limits and prices per tier are on palveron.com/pricing — rendered live from the tier configuration.
Enterprise Customers: Your tier is configured by your account manager. Skip this step.
Step 4: Secure API Key
After project creation, a project API key is automatically generated. This key is shown only once.
- Click the copy icon next to the key.
- Store the key in your secrets manager or
.envfile. - Never share the key over unencrypted channels.
The key format is: pv_live_. Every project key is a live key — there is no separate test or sandbox key.
Step 5: Onboarding Checklist
After setup, the onboarding checklist appears in the command center, showing:
- ☐ First policy created
- ☐ First agent registered
- ☐ First trace processed
All three items are automatically checked off once the corresponding action is performed.
Next Steps
- Manage Team — Invite your team
- Configure IdP — Connect your identity provider
- Agent Wizard — Register your first agent