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Vaults

Use multi-asset vaults to organize your assets. Vaults are fully customizable. Each vault operates independently with its own policies, allowing you to set quorums and sub-quorums to match your needs. Users can have permissions to initiate vault operations, or to initiate and approve them.

Wallets

Inside a vault, each asset is stored within a wallet. It is possible to have multiple wallets of the same asset inside a vault. Holding multiple wallets can be beneficial for an organization—for example, to segregate assets according to the receiving counterparty.

Addresses

Each wallet can have one or more addresses. For account-based networks like Ethereum, the wallet address is unique. For unspent transaction output (UTXO) networks like Bitcoin, you can create as many different addresses as needed, all pooled to the same wallet.

Managing vaults

Administrators may change vault settings if circumstances change. Changes to policies and users are subject to quorum approval.

Updating vault details

1

Open vault settings

Tap the vault you want to adjust, then tap the settings icon in the upper right corner.
2

Edit vault details

Tap Details. Edit the vault name and description as necessary and tap Save. Updating vault details does not require biometric approval.
Administrators may delete vaults that are no longer in use from the vault details screen. Deletion is submitted for quorum approval.

Updating vault users

Administrators may update which users are Operators in a vault and adjust each user’s privileges between Initiate only and Initiate and approve.
1

Open vault settings

Tap the vault, then tap the settings icon in the upper right corner.
2

Add or adjust users

To extend a user’s access, go to Users and tap Add user. To change an existing user’s privileges, select the user and change from Initiate and approve to Initiate only (or vice versa).
3

Submit for approval

After making all changes, follow the prompts, tap Submit, and complete biometric endorsement to submit for quorum approval.

Vault policies

All operations in a vault follow the default policy unless you customize policies per operation type. Administrators may edit vault policies to:
  • Increase or decrease the number of required approvals
  • Add or remove required approvers
  • Adjust the sub-quorum (number of approvals required from a selected set of approvers)

Changing the number of approvers

1

Open vault policies

On the vault settings menu, tap Vault policies, then tap the arrow next to the policy you want to edit.
2

Edit quorum

Select Quorum, choose the number of quorum approvers, and tap the back arrow.
3

Submit for approval

Tap Finish and review and follow the prompts to submit biometric approval. Quorum approval is required.

Adding or removing required approvers

1

Open vault policies

On the vault settings menu, tap Vault policies and select the policy you want to edit.
2

Edit required approvers

Select Edit next to required approvers. Make the needed changes and tap the back arrow to return to the main menu.
3

Submit for approval

Tap Finish and review and follow the prompts to submit biometric approval. Quorum approval is required.

Changing the sub-quorum

1

Open vault policies

On the vault settings menu, tap Vault policies and select the policy you want to edit.
2

Edit sub-quorum

Select Sub-quorum, choose the number of sub-quorum approvers, and tap the back arrow to save changes.
3

Submit for approval

Tap Finish and review and follow the prompts to submit biometric approval. Quorum approval is required.

Resetting to the default policy

1

Open vault policies

On the vault settings menu, tap Vault policies and select the policy you want to reset.
2

Reset policy

Select Edit next to required approvers, then confirm that you want to reset the policy.
3

Submit for approval

Tap Finish and review and follow the prompts to submit biometric approval. Quorum approval is required.

Wallets

From the wallet details page you can:
  • Check wallet balances and holdings
  • Generate additional wallet addresses (where applicable)
  • Initiate withdrawals
  • Check the deposit address and pooled wallet addresses (where applicable)
  • Edit the wallet name

Accessing wallet details

On the vault page, select the asset to view the associated wallets in the vault. Tap the wallet to see its details. Under Details you can copy or share your deposit address.

Adding a new wallet (iOS)

1

Select the asset

On the vault page, select the asset to view associated wallets.
2

Create a new wallet

Tap the wallet icon with the + button in the top right corner, then tap I understand, continue.
3

Download the encrypted wallet key

You will be prompted to download the encrypted wallet key. Tap Download wallet key and choose your preferred save method (for example, Save to files). If you already have wallet keys downloaded, select Keep both and rename as needed.
New wallet keys can also be exported to your team via email by updating your key download preferences from the web dashboard. If you have previously elected to receive keys by email, you will not be prompted to download at this step.
4

Name the wallet

After saving your wallet key, enter a name for the new wallet.
5

Copy or share the deposit address

Tap Deposit to display the address and QR code. Copy or share your deposit address.
The encrypted wallet key is NOT sensitive unless decrypted. Only administrators can decrypt the wallet key to import it into another wallet service provider.