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You first need access to a ComPilot instance with active workflows to create a marketplace gated by your custom compliance rules.

Prerequisites

Before starting, you will need

1. ComPilot dashboard with
   1. API keys, in the settings
   2. ids of the following workflows: Signature-Gating, KYC and KYB.
2. to deploy a market that is gated by ComPilot

Link ComPilot with your Market

Setup your instance

On the market tab in your admin view:

1. Click on a market
2. Navigate to the Compliance tab
3. Click on + to set-up a new signature gating workflow

4. Then add the API information to create the instance

Import ComPilot workflows

1. Then paste the workflows if from ComPilot into the market compliance rules:
   1. KYC
   2. KYB
   3. Signature-gating

2. Now each sales of your market will be gated by the compliance rules of the ComPilot workflow

Gated investments

Once ComPilot imported and workflows set-up, investors will have to perform a KYC or KYB dependning on their profile settings before being able to invest in a token sale.