Set Up Project

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

1. Enter a project name (e.g., "Production DE" or "AI Agents Staging").
2. 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)
3. 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).

For current pricing, visit palveron.com/pricing.

Step 4: Secure API Key

After project creation, a project API key is automatically generated. This key is shown only once.

1. Click the copy icon next to the key.
2. Store the key in your secrets manager or .env file.
3. Never share the key over unencrypted channels.

The key format is: pv_live_ (production) or pv_test_ (staging/development).

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