Account dashboard


  • Operators can access the account dashboards of accounts they've been granted access to.
  • Administrators can see the dashboards of all accounts created in the workspace.



Allows Operators to create a transaction in the account.

This button is only visible on the account dashboards of Operators.


Allows you to generate a receiving address for the account.
Synchronize Allows you to synchronize the account's dashboard page with the blockchain network.

This dialog contains additional information on the account:

  • Overview: General information on the account such as the name, balance, transaction rules...
  • History: Displays the list of all changes made in the account.
  • Settings: Displays the unit used for the account's total balance. For crypto assets that allow it, you can select a different unit. You can also see the rate provider on which the countervalue is indexed. This tab only displays if the account is active.
  • Administrators can also see the account's derivation path and download the xPUB from this tab.
  • Edit button: Allows Administrators to edit the account's transaction rules.

Account details

The top section of the account dashboard provides the following information:

Account name

Crypto asset # (index)

The name given to the account. It can't be edited.

The account's crypto asset name and the index value it's associated to in your workspace.


The total balance in the account's crypto asset and the corresponding amount in US Dollars (USD). For crypto assets that allow it, you can change the balance's unit: go to > Settings tab.

Hover over this icon to display the rate provider on which the value is indexed. The rate provider, is dynamic to always use the source that has the most liquidity.

Pending debit The total amount of transactions pending in the account. This amount will be withdrawn from the account once the requests have been approved.

The status of the account. There are two statuses:

  • Active: The account is active. Operators can create transactions and all users who have access to the account can generate receive addresses.
  • View-only: Status given to Ethereum and ERC20 accounts in which transaction rules haven't been defined yet. Administrators need to provide them if they want to allow Operators to create transactions in these accounts. Funds can still be received, and the account can be used to pay transaction fees.
  • Awaiting approval: The account is pending creation. It's not possible to generate receive addresses and Operators can't create transactions.

The role assigned to the Operator on the account. This field displays on the account dashboard of Operators only.

  • Creator: The Operator can create transactions and generate receive addresses.
  • Approver: The Operator can approve transaction requests and generate receive addresses.
Smart contract address Displays the address of the smart contract of ERC20 tokens.
Parent Ethereum account

Hyperlink to the parent Ethereum account dashboard.

Only Operators who have access to the parent Ethereum account can see this field.

Children ERC20 token accounts

This section appears on Ethereum account dashboards and lists all ERC20 tokens linked to that account. Whenever Operators create ERC20 transactions, gas fees are paid from the linked parent Ethereum account.

Your balance during the last 30 days

This section shows a graph overview of the account's balance over the last 30 days.

Last transactions

This section provides an overview of the last incoming and outgoing transactions in the workspace. To display more details, click on a transaction.


The UTXOs tab provides an overview of the UTXO distribution in the selected account. Check the:

  • UTXO distribution table to find out the number of existing UTXOs per amount range and the aggregated total value.
  • UTXOs table for a detailed list of all UTXOs.

Click Consolidate to aggregate UTXOs which have the lowest amounts. For more information, see Unspent Transaction Outputs (UTXOs) and Consolidate UTXOs.