--- title: Codekeeper Platform Setup and Configuration Guide description: Follow our step-by-step guide to activate your Codekeeper account, invite team members, and configure your software escrow agreement for protection. canonical_url: https://codekeeper.co/account-setup-briefing --- ![Briefing Background](https://codekeeper.co/hubfs/Codekeeper%202025/Logo/hero-briefing-logo.svg) Software Resilience Implementation Worksheet # Briefing: Project Managers ## Key phases in a software escrow setup ![calendar-fold](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/White/calendar-fold.svg) [1 Initial consultation Book a demo Review your proposal Share briefing pages with relevant teams](https://codekeeper.co/decision-maker-briefing) ![list-todo](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/White/list-todo.svg) [2 Compliance checks Submit your due diligence request Sign an NDA for full documentation access Review completed compliance docs](https://codekeeper.co/compliance-team-briefing) ![square-pen](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/White/square-pen.svg) [3 Sign-up Submit vendor onboarding requirements Finalize billing details Approve Codekeeper for invoice and account setup](https://codekeeper.co/procurement-team-briefing) Current ![user-round-plus](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/White/user-round-plus.svg) 4 Account setup Create your account Invite your team members Configure your escrow settings ![file-search](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/White/file-search.svg) [5 Legal review Set up your agreement Request custom release terms Review and sign the agreement](https://codekeeper.co/legal-team-briefing) ![cloud-upload](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/White/cloud-upload.svg) [6 Asset deposits Configure your integration Add your assets by type Activate the escrow](https://codekeeper.co/tech-team-briefing) ## Quick tip: Preparation is the fastest way through setup Before starting the account setup process, ensure you have: Your organization details (company name, address, registration information) Contact information for internal team members who need platform access The other party's organization and contact details for their invitations Names of authorized representatives from your organization Your technical preferences (storage region, notification settings) Confirmation of whether you're the depositor or beneficiary Note: If you're working toward a deadline, don’t delay setup. Legal reviews between parties can take longer than expected — especially when multiple teams get involved. The sooner we start, the faster we can guide you through. ## How to set up your software escrow account ![LogIn](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/LogIn.svg) ## Create your account After signing up, you'll receive an email with setup details. From there, create your Codekeeper account and input your organization’s legal and administrative information. **Note:** The Codekeeper platform shows you exactly what to do at each step — just follow the on-screen instructions. ### Action checklist: Watch for your Codekeeper onboarding email Fill in your organization details (name, address, registration info) Helpful links: [App login](https://app.codekeeper.co/login) ![briefing_app_login](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/briefing_app_login-1004x524.webp) ![user-round-plus](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/user-round-plus.svg) ## Add your team members Send invites to all parties that’ll be involved in the escrow process. This typically includes legal, compliance, and technical stakeholders who’ll participate in different phases of the setup. ### Action checklist: Send invitations to relevant team members Helpful links: [Legal team briefing](https://codekeeper.co/legal-team-briefing) , [Tech team briefing](https://codekeeper.co/tech-team-briefing) ![briefing_send_invitations](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/briefing_send_invitations-1004x524.webp) ![mouse-pointer-click](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/mouse-pointer-click.svg) ## Select your role and escrow type Define whether you're acting as the depositor (vendor) or beneficiary (client), and select your agreement structure: bipartite (two-party) or tripartite (three-party). ### Action checklist: Confirm your role in the agreement Select appropriate escrow structure Helpful links: [Agreement types explained](https://codekeeper.co/articles/different-types-of-software-escrow-agreements) ![briefing_select_escrow_structure](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/briefing_select_escrow_structure-1004x524.webp) ![users-round](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/users-round.svg) ## Provide party information and member management Input your organization’s official contacts and authorized signatories. If it’s a bipartite agreement, you’ll also need the other party's information on hand. If it’s tripartite, we’ll invite the other party to fill in their own. ### Action checklist: Provide your party’s full details and contacts ![briefing_provide_details](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/briefing_provide_details-1004x524.webp) Gather and input the other party’s contact info (if applicable) Helpful links: [Support contact](mailto:service@codekeeper.co) ![file-sliders](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/file-sliders.svg) ## Set up technical configurations Define how your escrow will function. This includes storage location, display permissions, notification preferences, and version history access. ### Action checklist: Configure technical preferences Helpful links: [Support contact](mailto:service@codekeeper.co) ![briefing_configure_technical](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/briefing_configure_technical-1004x524.webp) Align with your counterparty (if tripartite) ![briefing_align_with_counterparty](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/briefing_align_with_counterparty-1004x524.webp) ![send-horizontal](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/send-horizontal.svg) ## Hand off to legal team Once setup is complete, the process moves to agreement configuration. Your legal team will handle this next phase, working directly with Codekeeper's in-house counsel. ### Action checklist: Notify legal team that setup is complete Helpful links: [Legal team briefing](https://codekeeper.co/legal-team-briefing) ## What Codekeeper handles for you Our team will guide you through every step of the account setup process, from initial configuration to handoff. We’re here to make sure your setup is accurate, complete, and ready for legal review. ### Our key responsibilities ![handshake](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/handshake.svg) 1. Provide account access and setup guidance. ![sliders-horizontal](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/sliders-horizontal.svg) 2. Walk you through configuration and technical options. ![users-round](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/users-round.svg) 3. Help manage user access and team invitations. ![scale](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/scale.svg) 4. Coordinate the transition to legal review. ## Your software resilience support team Meet your dedicated Codekeeper concierge team. We'll be here to support you at each step: ![eric_sales_photo_1](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/Team/eric_sales_photo_1-90x90.webp) Account Manager Eric from Sales Chat with Sales [Book a solution briefing](https://codekeeper.co/book-solution-briefing-call) ![Robyn 1](https://codekeeper.co/hubfs/_sized/Robyn%201-60x60.png) Account Support Robyn from Customer Success Chat with Support [Book a support briefing](https://codekeeper.co/book-support-briefing-call) ![Sam Hofmeyr](https://codekeeper.co/hubfs/_sized/Sam%20Hofmeyr-90x90.png) Tech Support Sam from Customer Success Chat with Support [Book a tech briefing](https://codekeeper.co/book-technical-briefing-call) ## Additional resources [![FAQs cta](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/briefing_feature_faq-662x372.webp) FAQs Find answers to common setup questions — how to manage users, what info is required, and how to adjust technical settings. View FAQs](https://codekeeper.co/faq) [![briefing_cta_legal](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/briefing_cta_legal-1080x608.webp) Brief your legal team With your account and technical settings configured, your legal team can now review and finalize the escrow agreement. Go to legal team briefing](https://codekeeper.co/legal-team-briefing) ## Let's build bulletproof software resilience together. [Book a demo](https://codekeeper.co/book-a-demo)