Signup and onboarding guide
Use these steps to create buyer accounts, seller accounts, certification profiles, and seller team users.
Buyer signup guide
Create the first buyer admin account, then move straight into RFQ posting and supplier comparison.
Use a work email that should receive RFQ, negotiation, escrow, and order alerts.
Choose the destination country and buyer type. Regulatory authority can be added now or after the first RFQ.
After signup, PMX routes buyers to the buyer workspace where they can request products and compare sellers.
- Commercial buyer fits importers, distributors, and private procurement teams.
- Institutional buyer fits hospitals, tenders, ministries, and large procurement programs.
- PMX performs deeper buyer verification when credit or escrow workflows begin.
Buyer team guide
Buyer admins can add additional buyer users so procurement, quality, and finance stakeholders can work from the same company account.
Use Buyer Settings to add team members who should post RFQs, review matches, negotiate, or track orders.
Each account should use an individual work email so audit logs, messages, and approvals remain attributable.
Additional buyer admins can access the buyer workspace tied to the same company profile.
- The current buyer role model has BUYER_ADMIN only; more granular buyer roles can be added later if procurement needs them.
- Use temporary passwords and ask team members to change them after first login.
- PMX admin accounts are still created only from the PMX admin portal.
Seller signup guide
Create the seller admin account, declare current certifications, then complete the four-gate onboarding checklist.
The first user becomes SELLER_ADMIN and can add QA, regulatory, operator, view-only, or additional admin users later.
List active or in-progress certifications such as DRAP-GMP, WHO-GMP, ISO, SFDA, USFDA, NMPA, or Halal.
After signup, Gate 1 collects DRAP, SECP, NTN, bank, product list, WHO-GMP, and QC lab documents.
PMX completes KYB and compliance-session gates before final certification and marketplace availability.
- Only DRAP licence is mandatory at signup so a seller can enter onboarding quickly.
- Certificates can be added during signup or later from seller onboarding.
- Expiry dates help buyers understand readiness for regulated markets.
Certification listing guide
Use the certification profile to tell buyers which export, GMP, quality, and market-specific approvals your company can support.
Use recognizable labels like DRAP-GMP, WHO-GMP, ISO 9001:2015, SFDA, USFDA, NMPA, PIC/S GMP, or Halal.
Enter the regulator or certification body that issued or recognizes the certificate.
Certificate numbers and expiry dates reduce buyer follow-up and help PMX prioritize verification.
Use Gate 1 document upload for WHO-GMP, QC lab evidence, and other certificate files requested by PMX.
- Use scope to clarify dosage forms, sites, or product families covered by the certificate.
- Leave fields blank if a certificate is in progress; PMX will mark status during review.
- Do not claim a certification that belongs to another site or legal entity.
Seller role guide
Seller admins can create the operational personas needed for onboarding, eBMR, quality review, and document control.
Quality user who reviews batch records, QC tests, deviations, and release evidence.
Regulatory user who manages DRAP documents, export pathways, and compliance dossiers.
Production user who can work with batch steps and manufacturing execution tasks.
Read-only access for leadership, auditors, or external reviewers.
- Gate 4 requires at least one active SELLER_QA user.
- Use temporary passwords and ask users to change them after first login.
- PMX admin accounts are created only from the PMX admin portal, never public signup.