# Operator documentation

Source: https://docs.settlemint.com/docs/operators
Choose the right DALP operator guide for platform setup, user management,
compliance evidence, asset creation and servicing, data feeds, system
add-ons, AI assistants, and runbooks.




The operator guides are for signed-in console users running regulated digital asset workflows on DALP. Platform administrators use them to prepare roles, identity teams use them to onboard participants and issue verifications, asset operators use them to create and service tokens, and operations teams use them to run system add-ons and repeatable scenarios.

Choose the guide family that matches the workspace you operate from. Start with platform setup for tenants and administrators, user management for participants and identity, compliance for evidence and policy, asset creation and servicing for token operations, data feeds for valuation inputs, system add-ons for settlement and yield, AI assistants for governed automation, and runbooks for end-to-end scenarios.

<Mermaid
  chart="`
flowchart TD
Reader[&#x22;Console operator&#x22;] --> Admin[&#x22;Platform administrator&#x22;]
Reader --> Identity[&#x22;Identity and compliance operator&#x22;]
Reader --> AssetOps[&#x22;Asset operator&#x22;]
Reader --> Ops[&#x22;Operations team&#x22;]
Admin --> Setup[&#x22;Platform setup and user management&#x22;]
Identity --> Compliance[&#x22;Compliance evidence and KYC&#x22;]
AssetOps --> Assets[&#x22;Asset creation, servicing, feeds&#x22;]
Ops --> Runbooks[&#x22;Add-ons, AI assistants, runbooks&#x22;]
`"
/>

DALP owns the console flows, role permissions, workflow execution, audit-log emission, indexed reads, and supported operating evidence in this section. Your organisation owns the policy decisions, role assignment, KYC review, issuer mandates, settlement approvals, and runbook ownership that you apply through those console flows.

These guides cover supported console workflows for signed-in operators. They do not define legal policy, regulator-specific procedures, SLA commitments, or workflows that only exist through APIs, the CLI, webhooks, or background jobs. Integration and automation work lives in the [Developer guides](/docs/developers).

## What DALP covers [#what-dalp-covers]

The console lets administrators set up the platform, manage participants, configure compliance, create and service assets, publish data feeds, install and run system add-ons, and follow documented runbooks. DALP defines the workspaces, role permissions, workflow behaviour, and recorded evidence. Organisation policy decides which operators receive which roles and when each governed action is allowed.

| Area       | DALP defines                                                                    | Your organisation defines                                                                                |
| ---------- | ------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------- |
| Access     | Console screens, role permissions, authentication flows, and audit-log emission | Which users receive operator roles and how privileges are reviewed                                       |
| Operations | Supported platform, user, compliance, asset, feed, and add-on workflows         | Approval chains, custody handling, KYC review, settlement decisions, and policy ownership                |
| Evidence   | Audit logs, workflow status, indexed state, and console reports                 | Retention policy, regulatory reporting, control testing, and escalation procedures                       |
| Exclusions | Documented console behaviour only                                               | Legal policy, custody policy, SLA commitments, integration automation, and regulator-specific procedures |

## Pick the right path [#pick-the-right-path]

| If you need to...                            | Start here                                                                       | Then read                                                                                                                                           |
| -------------------------------------------- | -------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------- |
| Prepare a new tenant or administrator model  | [Platform overview](/docs/operators/platform-setup/platform-overview)            | [First admin setup](/docs/operators/platform-setup/first-admin-setup) and [Add administrators](/docs/operators/platform-setup/add-admins)           |
| Onboard participants or recover identity     | [User onboarding](/docs/operators/user-management/user-onboarding)               | [Invite users](/docs/operators/user-management/invite-users) and [Recover user identity](/docs/operators/user-management/recover-user-identity)     |
| Configure or review compliance               | [Compliance overview](/docs/operators/compliance/overview)                       | [Policy templates](/docs/operators/compliance/templates) and [Verify KYC](/docs/operators/compliance/verify-kyc)                                    |
| Create a tokenized asset from the console    | [Create asset](/docs/operators/asset-creation/create-asset)                      | [Instrument templates](/docs/operators/asset-creation/instrument-templates)                                                                         |
| Service an existing asset                    | [Asset detail workspace](/docs/operators/asset-servicing/asset-detail-workspace) | [Mint assets](/docs/operators/asset-servicing/mint-assets) and [Pause and unpause](/docs/operators/asset-servicing/pause-unpause-asset)             |
| Operate data feeds                           | [Data feeds overview](/docs/operators/data-feeds/overview)                       | [Publish a feed update](/docs/operators/data-feeds/publish-feed-update)                                                                             |
| Install and run system add-ons               | [System add-ons overview](/docs/operators/system-addons/introduction)            | [XvP settlement overview](/docs/operators/system-addons/xvp-settlement/overview) and [Yield schedule](/docs/operators/system-addons/yield-schedule) |
| Run an AI assistant inside operator controls | [AI assistants overview](/docs/operators/ai-agents/overview)                     | [CLI AI agent integration](/docs/developers/cli/ai-agents)                                                                                          |
| Follow an end-to-end scenario                | [Runbooks index](/docs/operators/runbooks)                                       | The equity tokenization, IM onboarding, actions queue, and key rotation runbooks                                                                    |

## Operating model [#operating-model]

DALP separates console operations into four operator roles:

* The platform administrator prepares the tenant, configures system components, manages administrator roles, and reviews platform health.
* The identity and compliance operator onboards participants, registers identities, issues verifications, and maintains policy controls and evidence.
* The asset operator creates tokenized assets, services live assets, and publishes data feeds against issuer-signed pricing.
* The operations team installs add-ons, runs settlement and yield workflows, drives the actions queue, and follows runbooks for repeatable scenarios.

Most production deployments combine all four. Read the [introduction](/docs/operators/introduction) for the console operating map, then route to the workspace the workflow needs. For API, CLI, webhook, and background-job automation, switch to the [Developer guides](/docs/developers).

## Platform setup [#platform-setup]

<Cards>
  <Card title="Platform overview" href="/docs/operators/platform-setup/platform-overview">
    Console-based platform setup and administrator role management.
  </Card>

  <Card title="First admin setup" href="/docs/operators/platform-setup/first-admin-setup">
    Initialise the platform with the first administrator account.
  </Card>

  <Card title="Add administrators" href="/docs/operators/platform-setup/add-admins">
    Grant administrative permissions to operators in your organisation.
  </Card>

  <Card title="Evaluation environment users" href="/docs/operators/platform-setup/evaluation-environment-users">
    Manage users in the evaluation environment without compromising production controls.
  </Card>

  <Card title="Change admin roles" href="/docs/operators/platform-setup/change-admin-roles">
    Grant or revoke platform administrator roles.
  </Card>

  <Card title="Account abstraction control centre" href="/docs/operators/platform-setup/advanced-accounts-control-center">
    Review smart wallet, paymaster, and account abstraction configuration.
  </Card>

  <Card title="Operator wallets" href="/docs/operators/platform-setup/operator-wallets">
    Inspect and manage operator wallets used for governed actions.
  </Card>
</Cards>

## User management [#user-management]

<Cards>
  <Card title="Admin operating model" href="/docs/operators/user-management/admin-operating-model">
    Plan administrator responsibilities, role assignment, and operational ownership.
  </Card>

  <Card title="Invite users" href="/docs/operators/user-management/invite-users">
    Invite users to the platform with the right role and onboarding path.
  </Card>

  <Card title="Create users" href="/docs/operators/user-management/create-users">
    Create platform users with automatic wallet and identity setup.
  </Card>

  <Card title="User onboarding" href="/docs/operators/user-management/user-onboarding">
    Guide new users through onboarding, identity registration, and access.
  </Card>

  <Card title="Participants hub" href="/docs/operators/user-management/participants-hub">
    Manage participants, holders, and asset roles in one workspace.
  </Card>

  <Card title="Address book contacts" href="/docs/operators/user-management/manage-address-book-contacts">
    Maintain named wallet recipients for safer transfer and servicing operations.
  </Card>

  <Card title="Open private files" href="/docs/operators/user-management/open-private-files">
    Open and review private files attached to a participant or asset.
  </Card>

  <Card title="Account security" href="/docs/operators/user-management/account-security">
    Manage authenticators, recovery, and account security for operators and users.
  </Card>

  <Card title="Recover user identity" href="/docs/operators/user-management/recover-user-identity">
    Recover access for a user with the platform identity recovery workflow.
  </Card>

  <Card title="Provide KYC data" href="/docs/operators/user-management/provide-kyc-data">
    Submit KYC data for a user against the configured compliance providers.
  </Card>

  <Card title="Register user" href="/docs/operators/user-management/register-user">
    Register a user in the identity registry for compliance tracking.
  </Card>
</Cards>

## Compliance [#compliance]

<Cards>
  <Card title="Compliance overview" href="/docs/operators/compliance/overview">
    Read the operator view of identity, claims, transfer controls, and policy ownership.
  </Card>

  <Card title="Policy templates" href="/docs/operators/compliance/templates">
    Configure reusable policy templates for asset programmes.
  </Card>

  <Card title="Configure trusted issuers" href="/docs/operators/compliance/configure-trusted-issuers">
    Configure entities authorised to issue verifications.
  </Card>

  <Card title="Manage KYC data" href="/docs/operators/compliance/manage-kyc-data">
    Inspect, refresh, and remove KYC data for registered users.
  </Card>

  <Card title="Verify KYC" href="/docs/operators/compliance/verify-kyc">
    Issue KYC verifications to registered users.
  </Card>

  <Card title="Identity verification" href="/docs/operators/compliance/identity-verification">
    Require a verified-identity claim before holders may transact.
  </Card>

  <Card title="Country restrictions" href="/docs/operators/compliance/country">
    Configure jurisdiction allow-lists or block-lists for an asset.
  </Card>

  <Card title="Investor count limit" href="/docs/operators/compliance/investor-count">
    Keep an asset below its configured maximum number of unique holders.
  </Card>

  <Card title="Time lock" href="/docs/operators/compliance/timelock">
    Enforce a minimum holding period before received units can transfer.
  </Card>

  <Card title="Collateral requirement" href="/docs/operators/compliance/collateral">
    Configure collateral ratios and backing requirements for an asset.
  </Card>
</Cards>

## Asset creation [#asset-creation]

<Cards>
  <Card title="Create asset" href="/docs/operators/asset-creation/create-asset">
    Deploy a new tokenized asset from the asset designer.
  </Card>

  <Card title="System templates" href="/docs/operators/asset-creation/system-templates">
    Catalog of the 24 seeded system templates, grouped by asset class.
  </Card>

  <Card title="Custom template authoring" href="/docs/operators/asset-creation/custom-template">
    Tutorial that walks an operator from a blank custom template to a published template the Asset Designer offers.
  </Card>

  <Card title="Instrument templates" href="/docs/operators/asset-creation/instrument-templates">
    Select the instrument template that matches the target asset class.
  </Card>
</Cards>

## Asset servicing [#asset-servicing]

<Cards>
  <Card title="Asset detail workspace" href="/docs/operators/asset-servicing/asset-detail-workspace">
    Inspect and operate a live asset from the asset detail workspace.
  </Card>

  <Card title="Register external token" href="/docs/operators/asset-servicing/register-external-token">
    Register a token deployed outside DALP for platform reporting and controls.
  </Card>

  <Card title="Review address book contact" href="/docs/operators/user-management/review-address-book-contact">
    Review a named wallet before approving a governed servicing action.
  </Card>

  <Card title="Change asset admin roles" href="/docs/operators/asset-servicing/change-asset-admin-roles">
    Grant or revoke administrator roles for specific assets.
  </Card>

  <Card title="Stablecoin operations lifecycle" href="/docs/operators/asset-servicing/stablecoin-operations-lifecycle">
    Operate a collateral-backed stablecoin across the supported lifecycle states.
  </Card>

  <Card title="Exit control portability" href="/docs/operators/asset-servicing/exit-control-portability">
    Review the portability evidence for an asset before an exit or migration.
  </Card>

  <Card title="Mint assets" href="/docs/operators/asset-servicing/mint-assets">
    Issue new units to investors.
  </Card>

  <Card title="Burn assets" href="/docs/operators/asset-servicing/burn-assets">
    Burn units against the configured supply and audit-log evidence.
  </Card>

  <Card title="Freeze and unfreeze balances" href="/docs/operators/asset-servicing/freeze-unfreeze-balances">
    Restrict or release part of a holder balance for approved custodian cases.
  </Card>

  <Card title="Forced transfer" href="/docs/operators/asset-servicing/forced-transfer">
    Administratively move assets between wallets for compliance or recovery.
  </Card>

  <Card title="Forced conversion" href="/docs/operators/asset-servicing/forced-conversion">
    Convert holdings between configured asset classes under policy controls.
  </Card>

  <Card title="Authorized converters" href="/docs/operators/asset-servicing/authorized-converters">
    Add or remove converter addresses before running governed conversion workflows.
  </Card>

  <Card title="Pause and unpause assets" href="/docs/operators/asset-servicing/pause-unpause-asset">
    Enable or disable transfers for an asset.
  </Card>
</Cards>

## Data feeds [#data-feeds]

<Cards>
  <Card title="Data feeds overview" href="/docs/operators/data-feeds/overview">
    Read the operator view of issuer-signed prices, NAVs, and oracle feeds.
  </Card>

  <Card title="Create a feed topic" href="/docs/operators/data-feeds/create-topic">
    Register a feed topic for a price, NAV, FX rate, or oracle value.
  </Card>

  <Card title="Create a feed" href="/docs/operators/data-feeds/create-feed">
    Deploy an issuer-signed feed, aggregator adapter, or registered external feed.
  </Card>

  <Card title="Publish a feed update" href="/docs/operators/data-feeds/publish-feed-update">
    Publish a signed feed update with EIP-712 typed data.
  </Card>

  <Card title="Replace or remove a feed" href="/docs/operators/data-feeds/replace-or-remove-feed">
    Replace a misconfigured feed or remove a retired feed with audit evidence.
  </Card>

  <Card title="Add a reporting currency" href="/docs/operators/data-feeds/add-reporting-currency">
    Enable an exchange-rate feed for a new reporting currency and read the latest rates.
  </Card>
</Cards>

## System add-ons [#system-add-ons]

<Cards>
  <Card title="System add-ons overview" href="/docs/operators/system-addons/introduction">
    Map visible system add-ons to their purpose, installation path, and production checks.
  </Card>

  <Card title="Install add-ons" href="/docs/operators/system-addons/install-addons">
    Install the system add-ons your asset programme needs.
  </Card>

  <Card title="Review add-on workspaces" href="/docs/operators/system-addons/review-addon-workspaces">
    Inspect installed add-on workspaces and their operating evidence.
  </Card>

  <Card title="XvP settlement" href="/docs/operators/system-addons/xvp-settlement/overview">
    Coordinate multi-party asset exchanges with local and HTLC settlement flows.
  </Card>

  <Card title="Yield schedule" href="/docs/operators/system-addons/yield-schedule">
    Configure and operate yield distribution schedules.
  </Card>

  <Card title="Bond lifecycle prerequisites" href="/docs/operators/system-addons/bond-lifecycle-prerequisites">
    Review the prerequisites for bond lifecycle workflows.
  </Card>
</Cards>

## AI assistants [#ai-assistants]

<Cards>
  <Card title="AI assistants overview" href="/docs/operators/ai-agents/overview">
    Use AI assistants inside DALP operator controls without expanding the permission boundary.
  </Card>
</Cards>

## Runbooks [#runbooks]

The runbook shelf collects console-led end-to-end scenarios for operations teams. Use the API-led [equity tokenization runbook](/docs/developers/runbooks/equity-tokenization) and the bond, deposit, equity, fund, and stablecoin runbooks under [developer documentation](/docs/developers) when the same scenario starts from an API, script, or integration test.

<Cards>
  <Card title="Runbooks index" href="/docs/operators/runbooks">
    Find the operator runbook that matches the scenario you need to run.
  </Card>

  <Card title="Equity tokenization" href="/docs/operators/runbooks/equity-tokenization">
    Console walkthrough for multi-organisation equity tokenization.
  </Card>

  <Card title="Onboard a user IM" href="/docs/operators/runbooks/onboard-user-im">
    Onboard an investor or identity holder through the identity management workflow.
  </Card>

  <Card title="Actions work queue" href="/docs/operators/runbooks/actions-work-queue">
    Drive the actions queue for pending approvals, retries, and exceptions.
  </Card>

  <Card title="Rotate provider claim signer key" href="/docs/operators/runbooks/rotate-provider-claim-signer-key">
    Rotate the claim signer key for a compliance provider.
  </Card>
</Cards>