Vouching
There are two ways to verify a business to use the BOEX platform. The first is by completing the Customer verification and Business verification (KYC/KYB) process, where an organization and a user’s personal details are reviewed and approved for full access to the platform.
The second method is through vouching—a trust-based invitation that allows a verified Boex user to invite a known trading partner. When invited, vouched users can join by simply creating an account, bypassing the full verification process. However, this user’s access will be limited: they can only trade with the company that invited them, cannot initiate trades, and can only save draft trades (not send them). To unlock full functionality, vouched users can upgrade at any time by completing the full verification process (KYC/KYB) through their account homepage.
Vouching for an organization
Here’s how it works:
Start a new trade
Navigate to “Create Bill of Exchange” on the platform.
Add the organization
Enter the new partner's details and choose the “Vouch for this person and organization” option under trust confirmation.
Send the invitation
Confirm their email, review the information, and click “Review and Initiate” to send the invitation.
Once invited, they’ll need to register by creating a username and password. After that, they’ll gain access to their vouched account.
Need help?
If you have any other questions on vouching, feel free to contact us at [email protected]