> For the complete documentation index, see [llms.txt](https://docs.xyb.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xyb.co/xyb-platform-1/xyb-ledger/integrate-with-xyb-ledger/ledger-setup-and-configuration.md).

# Ledger Onboarding Process

Once your infrastructure is provisioned, you’ll receive access to your dedicated Ledger environment. From there, follow these steps to configure your system and begin posting transactions.

#### 1. Access Your Ledger Environment

Connect to your environment using the provided credentials and CLI tool. You’ll verify the endpoint, check health status, and ensure connectivity.\
\
[**Learn more about Accessing the Environment**](/xyb-platform-1/xyb-ledger/integrate-with-xyb-ledger/ledger-setup-and-configuration/access-your-ledger-environment.md)

#### 2. Set Up Authentication

Ledger uses JWT-based authentication. You’ll need to generate a key pair, register your service (agent), and sign each request with your private key.<br>

[**Learn more about Authentication**](broken://pages/8SQbjsYyYEWahm9hhn4a)

#### 4. Create and Assign Roles

Define roles that control what actions users or services can perform. Assign these roles to agents to enforce secure and limited access.<br>

[**Learn more about roles.**](/xyb-platform-1/xyb-ledger/integrate-with-xyb-ledger/ledger-setup-and-configuration/editor.md)

#### 5. Set Up Messaging Channels

Choose between Kafka or HTTP channels to send and receive ledger events. Configure request/response topics or endpoints based on your system's integration.<br>

#### 6. Set Up Charts, Accounts, and Wallets

Create the foundational structure for your financial system. Charts define categories, accounts track balances, and wallets handle currencies and transactions.<br>

[**Learn more about setting up chart structure.**](/xyb-platform-1/xyb-ledger/integrate-with-xyb-ledger/understanding-the-ledger-structure-charts-accounts-wallets/set-up-your-chart-structure.md)

#### 7. Configure Rules and Rulebooks

Apply business logic to transactions using rules. These might enforce conditions like currency matching, balance limits, or transaction types.<br>

[**Learn more about implementing rules.**](/xyb-platform-1/xyb-ledger/integrate-with-xyb-ledger/understanding-the-ledger-structure-charts-accounts-wallets/create-and-manage-rules.md)

#### 8. Post Transactions and Create Workflows

Initiate instructions, manage movements, and post final balances. This is where the ledger records and processes actual financial events.<br>

[**Learn more about setting up transaction workflows.**](/xyb-platform-1/xyb-ledger/integrate-with-xyb-ledger/set-up-transaction-workflows.md)


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