> ## Documentation Index
> Fetch the complete documentation index at: https://docs.orbit.devotel.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a compliance profile with the wizard

> Walk the New Compliance Profile wizard at /settings/compliance/profiles/new: pick the use case and country, see the documents and fields the country rules demand, create the draft, and attach it to the gated surface when it approves.

# Create a Compliance Profile with the Wizard

The wizard at **Settings → Compliance → Profiles → New** is the guided
way to create a compliance profile. It walks you through naming the
profile, picking the use case and country, and showing the exact
documents and fields the country's rules demand — then creates the
profile as a `draft` you fill and submit. This page covers creating
the profile; what a profile unlocks and the order to activate a
posture are on
[Assemble your tenant's compliance posture](/guides/compliance-profiles-assemble),
and the full endpoint surface is on
[Compliance profiles API](/api-reference/endpoints/compliance).

<Note>
  The wizard documents the tenant-owned controls only: the packet you
  build and the posture it opens are yours to choose. Orbit runs the
  review lifecycle and the surface gates; the carrier or regulator
  approves the packet itself.
</Note>

***

## The route and the four steps

The wizard lives at **`/settings/compliance/profiles/new`**, and it is
reachable from **Settings → Compliance → Profiles** via the row action.
It renders a single page with two panels the whole way:

* **Left panel** — the form for the profile you're creating.
* **Right panel** — "What you will need": the live documents and
  fields the use case and country demand, fetched automatically.
  Nothing below is a surprise the first time you submit.

Work through it in this order. The first three steps are all inside
the wizard; the fourth is the hand-off to the surface you want to open.

1. **Name the bundle.** Give it a name your team will recognize
   (`DE business KYC packet`, `US 10DLC brand`). The name is required;
   a new profile always starts as a `draft`.
2. **Country/vertical pre-fill.** Pick the use case from the driven
   list — only use cases with a real submission path in the
   [registry](/api-reference/endpoints/compliance) are selectable;
   anything tagged **Coming soon** is an explicit readiness check, and
   anything handled on a different surface (for example US Toll-Free
   Verification, which is per-number) shows a deep-link instead of a
   dead end. If the use case is per-market, pick the country from the
   live coverage list — the list only ever contains the countries
   Orbit's DID providers actually carry. Turn on **Multiple countries**
   when the same packet backs several regulated markets: the fields
   below fan the selection out into a per-country submission set, and
   you upload the documents once.
3. **Document collection and the country-rule gates.** The right
   panel is the checklist your chosen country and use case apply:
   the document roles (`certificate_of_incorporation`,
   `proof_of_address`, `authorized_contact`…) and the named data
   fields the country rule names. Read it before you create, and
   collect the pieces that are marked required — the rule gates
   submission the moment it goes to review. When the country rules
   don't name a packet at all (a use case with no required documents
   or fields) the panel says so and the wizard warns that an empty
   combination can't be graded; pick the use case and country you
   actually want to register first. The per-market demands themselves
   are documented on
   [Country Compliance Requirements](/compliance/country-requirements).
4. **Review and create.** The wizard blocks the Create button until
   the name is filled, the country selection resolves to a real
   covered country, and the chosen use case isn't one that no provider
   can serve — so a doomed draft never leaves the page. Click
   **Create**; the profile is saved as `draft`, the drafts list
   refreshes, and you land on the profile detail page, where you
   attach the documents it collected and move **Submit for review**
   when the packet is complete. Only an `approved` profile opens the
   gated surface the use case names; the lifecycle and every error
   the flow can surface are on
   [Compliance profile lifecycle errors](/compliance/compliance-profile-lifecycle-errors).

<Warning>
  The wizard is a draft-creator, not a registrant — nothing goes to a
  carrier until you open the profile and submit. A profile that never
  gets submitted never opens its surface, and a profile whose review
  rejects lands back in an editable state; the re-submission path is
  covered on
  [Troubleshoot a pending number or Sender ID](/compliance/troubleshooting-pending-gated-surfaces).
</Warning>

***

## Hand-off to the surface that needs the profile

The wizard's fourth step is only the creating half of the loop; a
profile does nothing until you wire it to a surface. The approved
profile's id is the one every attach-by-id endpoint expects:

* **Phone number purchase** — buy the number from **Numbers**, then
  run `POST /api/v1/numbers/:id/attach-compliance-profile` with the
  profile id when the purchase gate asks for it.
* **Alphanumeric Sender ID** — register the sender on
  **Settings → Compliance → Sender IDs**, then attach the profile to
  the sender when the country's registration flow for that sender type
  demands it.
* **US 10DLC brand or campaign** — on **Settings → Compliance → Brand
  identity**, create the brand or campaign, then attach the brand
  profile the campaign references.
* **India (TRAI DLT)** — register the sender exactly as above, and
  pair the profile with the DLT artifacts the corridor demands:
  principal entity, headers, and templates, which Orbit records under
  [DLT-India Onboarding](/compliance/dlt-india).

A profile never attaches by itself — every surface's gate names the
profile it wants, and the profile stays a reusable packet you own.
Reuse rules and rotation are on
[Assemble a Shared Compliance Profile Across Gated Surfaces](/compliance/compliance-profile-assembly).

***

## Two same-wizard examples: US 10DLC vs India DLT

The wizard's right panel changes with the use case and country — the
same four steps produce very different checklists.

* **US 10DLC brand.** Pick **10DLC brand (US)**: this use case needs
  no per-market country gate, so the checklist is the brand identity
  packet the Campaign Registry grades (legal entity, address, contact
  data, and the fields the brand form names) — no country rule
  document chain, and the review is The Campaign Registry's. Pair it
  with the campaign profile when the traffic starts; both profiles
  attach to the same brand identity and traffic degrades until both
  clear.
* **India — DLT over the sender-ID corridor.** Pick
  **SMS alphanumeric sender** with country **IN**: the right panel
  collects the identity packet the corridor asks for, and India adds
  its own registration scheme on top — the TRAI DLT principal entity,
  headers, and content templates must exist before traffic delivers.
  Register them on a DLT portal, record the resulting ids via
  [DLT-India Onboarding](/compliance/dlt-india), then register the
  sender with the profile attached. A sender without a live DLT
  entity + header stays at the corridor's pending gate until both
  sides clear.

The same flow for every other corridor: read the country rule, let
the wizard state what the rule demands, create the draft, and hand
the approved profile off to the surface that gates on it.

***

## Where this fits in the posture

Creating a profile is one step of the day-one assembly on
[Assemble your tenant's compliance posture](/guides/compliance-profiles-assemble) —
read the country rules first, run the wizard to create the profile,
submit, then attach the approved profile to the surface it opens. The
wizard's checklist matches the country rule's packet, and the surface
gate only relaxes when the review approves.

Deep references: the packet itself is documented field-by-field on
[KYC Documents & the Compliance-Profile Lifecycle](/compliance/documents-kyc),
and the reuse/rotation pattern is on
[Assemble a Shared Compliance Profile Across Gated Surfaces](/compliance/compliance-profile-assembly).
