New users

How do you invite new users to your workspace

Invite Operators

Operators are the daily users of the Vault. They can be either within your organisation, or a client of yours that is operating on your workspace. Getting them setup is the first step in getting your Vault operational.

1. Send a Personal Security Device (PSD) to the relevant Operators. The current Personal Security Device is a Ledger Stax. Work with your dedicated Technical Account Manager to get a supply of these.

2. Ask Operators to:

   1. Initialise their PSD

   2. Retrieve the User ID displayed on their Vault app dashboard and send it to you using your organization's preferred communication channel (as seen below).

   
3. Invite users to your workspace using the User ID and send the invitation URL to the Operator using your organization's preferred communication channel. You can invite users by going to the Users tab of your Administrator Dashboard and going through the invite flow.

4. Ask the Operator to connect to the URL and Register on the Ledger Vault using their device.

5. Once the operator has registered, a request will be automatically created. The necessary number of users will be defined by your organisations Admin Rule. They will have to approve this request and then the user will be created.

Invite Administrators

An administrator in the Ledger Vault is responsible for setting up and managing the system. They handle crucial tasks such adding and removing users, configuring groups and whitelists and establishing governance rules. See below how to begin configuring your Vault.

1. Send a Personal Security Device (PSD) to the relevant Administrators. The current Personal Security Device is a Ledger Stax. Work with your dedicated Technical Account Manager to get a supply of these.

2. Ask Administrators to:

   1. Initialize their PSD

   2. Retrieve the User ID displayed on their Vault app dashboard and send it to you using your organization's preferred communication channel (as seen below).

   
3. Invite users to your workspace using the User ID and send the invitation URL to the Administrator using your organization's preferred communication channel.

4. Ask the Operator to connect to the URL and Register on the Ledger Vault using their device.

5. Once the operator has registered, a request will be automatically created. The necessary number of users will be defined by your organisations Admin Rule. They will have to approve this request and then the user will be created.