For Administrators

This page is only for users of the Vault that have administrator access. Please navigate to the For Operators page if you are an Operator.

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.

Step 1: 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 that are relevant to your requirements.

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.

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.

Step 2: Create groups (optional)

Consider using groups to gather Operators together and easily assign them to an account. For example, you might want to have a group of Operators working in the same location or who have the same level of responsibility.

• In your workspace, create a group in the groups section of the dashboard.
• A Create group request is created and must be approved by Administrators.

• Once the request is approved you can start using the group in accounts. See Approve or reject a request.

Step 3: Create Whitelists (optional)

Consider creating whitelists to organize public addresses into lists that you can then assign to specific accounts. By doing so, you allow Operators in these accounts to send funds to these addresses only.

• In your workspace, Create a whitelist .
• A Create Whitelist request is created and submitted for approval to Administrators.

• Once the request is approved you can start using this whitelist in accounts. See Approve or reject a request .

Step 4: Create Accounts

• Navigate to the accounts page from the dashboard and Create an account.
• A Create account request is submitted for approval to Administrators. See Approve or reject a request.
• Once the request is approved the account is active and ready to be used.

• Generate a receiving address for the account and transfer funds.

Step 5: Keep track of requests

Any requests created in your workspace can be tracked from either the dashboard or the Requests page.