Quickstart

This guide walks you through the key steps to start using Beach Depositories for your organization.

1. Organization setup

Your Beach Depositories account starts with an organization. This is created during onboarding by Beach Depositories staff and represents your business entity. Each organization has:

A name identifying your business
A max insured value — the upper limit of total insured inventory value
A risk score — used for internal risk assessment

Organization creation is handled by Beach Depositories staff during onboarding. Contact your account representative to get started.

2. Invite members

Organization admins can invite team members who need access to manage FBO accounts and inventory. Members are assigned one of two roles:

Role	Permissions
Admin	Full access — manage FBO accounts, view inventory, initiate transfers, invite members
Member	Read access to organization inventory and shipments

3. Create FBO accounts

FBO (For Benefit Of) accounts represent the individuals or entities whose assets are stored in the vault. Each FBO account includes:

Contact information (name, email, phone)
Optional business name
Configurable max insured value and risk score
One or more addresses (return, billing, alternate)

Organization (Your Business)
├── FBO Account: John Smith
│   ├── Inventory Item A
│   └── Inventory Item B
├── FBO Account: Jane Doe
│   └── Inventory Item C
└── FBO Account: Acme Corp
    ├── Inventory Item D
    └── Inventory Item E

4. Receive inventory

Once FBO accounts are set up, inventory can be received into the vault:

Create an inbound shipment with tracking information
Vault staff receives and inspects the items
Items are cataloged and assigned to the appropriate FBO account
The FBO account holder is notified

5. Invite organization members

Invite clients as Clerk organization members so they can sign in to the vault app and:

View their stored inventory
Request outbound shipments
Track shipment status
Manage their addresses

Next steps

Learn about Organizations in depth
Understand FBO Accounts and how they work
Set up Transfers between accounts

Get Started

Core Concepts

Guides

1. Organization setup

2. Invite members

3. Create FBO accounts

4. Receive inventory

5. Invite organization members

Next steps

​1. Organization setup

​2. Invite members

​3. Create FBO accounts

​4. Receive inventory

​5. Invite organization members

​Next steps

1. Organization setup

2. Invite members

3. Create FBO accounts

4. Receive inventory

5. Invite organization members

Next steps