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Console

Every Console screen, grouped the way the Console sidebar groups it, with what each group is for and where its pages start.

The Console is where an organisation issues, operates and oversees its assets, with one sidebar group for each area of work. Your Console lists only the groups that your roles, organisation settings and add-ons allow, so it can show fewer groups than the cards here. Each page in a group documents one screen, and names at its top the Console path that opens it and the roles that can open it.

Two kinds of role open screens. The organisation role, Owner or Member, opens the owner screens, such as the organisation's general settings. Most other screens open from an on-chain role that a Permission manager grants in Roles and permissions. Being the owner does not grant an on-chain role.

What a screen shows depends on who you are working as. The account menu at the top right names the organisation. While you work as another participant, it reads Working as and that participant's name. Actions and new transactions then belong to that participant, and Portfolio shows only its holdings. Switching reopens the page you are on in the new context. My participants covers the switch.

Dashboard, Actions and Activity

The Dashboard, Actions and Activity, with the submissions tray, search and the assistant.

Wealth

What the participant you work as holds and can acquire, from Portfolio to Votes.

Personal

Your private contacts and watchlists, and the saved views you keep or share.

Assets

Issue an asset, operate any asset the organisation issued and register external tokens.

Asset lifecycle

Offerings, trading venues, escrows, add-ons and the bank rail, for work with many holders.

Organisation participants

The organisation's users, entities, KYC profile sections and the agents that act for it.

Asset design

The Asset design group of the Console sidebar: the product shapes an issuer picks from.

Compliance

The rules, topics, issuers and providers that decide who may hold and move an asset.

Reporting

Obligations, filings, the anchor registry, statements, daily reports and the audit trail.

Organisation settings

General settings, roles, theme, assistant, custody, networks, funding, feeds and webhooks.

Platform admin

The seven screens that act on the whole platform, shown only to a platform administrator.

Account menu

Your profile and KYC, security, API keys and participants, opened from the account menu.