# User guides

Source: https://docs.settlemint.com/docs/user-guides/introduction
Console-led operating guides for administrators and operations teams running regulated digital asset workflows on DALP.



User guides are the console operating map for regulated asset workflows after the platform is ready to run. The index routes operators to the right task guide across platform setup, participant administration, asset servicing, compliance evidence, data feeds, add-ons, and runbooks.

The section is for signed-in operators, not integration developers. A platform administrator prepares roles and components. Identity and compliance teams register participants, issue verifications, and maintain policy controls. Asset operators create and service tokens. Operations teams run add-ons and repeatable scenarios. API, SDK, CLI, webhook, and background-job automation belongs in the [Developer guides](/docs/developer-guides).

## Operating model [#operating-model]

DALP separates console operations into platform controls, participant controls, asset controls, compliance evidence, data feeds, add-ons, and runbooks. The split matters because the operator, permission boundary, and evidence trail change by workflow.

<Mermaid
  chart="`
flowchart TD
Admin[&#x22;Platform administrator&#x22;] --> Setup[&#x22;Platform setup&#x22;]
Admin --> Users[&#x22;User management&#x22;]
ComplianceOperator[&#x22;Compliance operator&#x22;] --> Compliance[&#x22;Compliance controls and evidence&#x22;]
AssetOperator[&#x22;Asset operator&#x22;] --> AssetCreation[&#x22;Asset creation&#x22;]
AssetOperator --> AssetServicing[&#x22;Asset servicing&#x22;]
DataOwner[&#x22;Data owner&#x22;] --> Feeds[&#x22;Data feeds&#x22;]
OperationsTeam[&#x22;Operations team&#x22;] --> Addons[&#x22;System add-ons&#x22;]
OperationsTeam --> Runbooks[&#x22;Runbooks&#x22;]

Setup --> Boundary[&#x22;Roles, wallets, settings, components&#x22;]
Users --> Boundary
AssetCreation --> Tokens[&#x22;Token terms and permissions&#x22;]
AssetServicing --> Tokens
Compliance --> Evidence[&#x22;Identity, claims, templates, backing checks&#x22;]
Feeds --> Evidence
Addons --> Settlement[&#x22;Settlement and yield operations&#x22;]
Runbooks --> Recovery[&#x22;Repeatable operating procedures&#x22;]
`"
/>

The console does not replace legal policy, custody policy, bank architecture, or external provider obligations. Approved operators use the console to apply the operating model that the organisation has already chosen. DALP records the product workflow and evidence for that operation.

## Choose the right guide [#choose-the-right-guide]

| If you need to...                                                          | Start here                                                                               | Typical owner                                  |
| -------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------- | ---------------------------------------------- |
| Prepare the workspace before asset teams operate                           | [Platform setup](/docs/user-guides/platform-setup/platform-overview)                     | First administrator or permission manager      |
| Monitor user lifecycle events after participant changes                    | [Webhook events](/docs/events)                                                           | Identity manager or organisation administrator |
| Create a tokenised asset from the console                                  | [Asset creation](/docs/user-guides/asset-creation/create-asset)                          | Asset issuer or asset operator                 |
| Mint, burn, pause, transfer, or update token roles                         | [Asset servicing](/docs/user-guides/asset-servicing/mint-assets)                         | Asset operator, custodian, or supply manager   |
| Register an existing EVM token in the console                              | [External token registration](/docs/user-guides/asset-servicing/register-external-token) | Asset operator or registry manager             |
| Maintain named wallet records for operator forms                           | [Address book contacts](/docs/user-guides/user-management/manage-address-book-contacts)  | Identity manager or operations team            |
| Configure compliance templates, KYC, trusted issuers, or collateral checks | [Compliance](/docs/user-guides/compliance/overview)                                      | Compliance manager or verification operator    |
| Publish or update data that assets depend on                               | [Data feeds](/docs/user-guides/data-feeds/overview)                                      | Data owner or operations team                  |
| Run optional settlement, token sale, or yield workflows                    | [System add-on workspaces](/docs/user-guides/system-addons/review-addon-workspaces)      | Operations team with the required add-on roles |
| Follow a repeatable scenario across several pages                          | [Runbooks](/docs/runbooks)                                                               | Implementation lead or operations team         |

<Callout type="info" title="For developers">
  Looking to automate these workflows programmatically? See the [Developer guides](/docs/developer-guides) for API
  integration and type-safe client usage.
</Callout>

## Platform setup [#platform-setup]

<Cards>
  <Card title="Platform overview" href="/docs/user-guides/platform-setup/platform-overview">
    Complete reference for platform setup, administrator roles, and system configuration.
  </Card>

  <Card title="First administrator setup" href="/docs/user-guides/platform-setup/first-admin-setup">
    Initialize your platform by creating the first administrator account.
  </Card>

  <Card title="Add administrators" href="/docs/user-guides/platform-setup/add-admins">
    Grant administrative permissions to users in your organization.
  </Card>

  <Card title="Change admin roles" href="/docs/user-guides/platform-setup/change-admin-roles">
    Modify the roles and permissions of existing platform administrators.
  </Card>
</Cards>

## User management [#user-management]

<Cards>
  <Card title="User onboarding" href="/docs/user-guides/user-management/user-onboarding">
    Understanding the new user experience when joining the platform.
  </Card>

  <Card title="Invite users" href="/docs/user-guides/user-management/invite-users">
    Send invitations for team members and external partners to join your platform.
  </Card>

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

  <Card title="Register user" href="/docs/user-guides/user-management/register-user">
    Register users in the identity registry for compliance tracking and token eligibility.
  </Card>

  <Card title="Manage address book contacts" href="/docs/user-guides/user-management/manage-address-book-contacts">
    Review, edit, and delete named wallet records used by DALP operator forms.
  </Card>
</Cards>

## Asset creation [#asset-creation]

<Cards>
  <Card title="Create asset" href="/docs/user-guides/asset-creation/create-asset">
    Deploy a new tokenized asset using the Asset Designer wizard.
  </Card>
</Cards>

## Asset servicing [#asset-servicing]

<Cards>
  <Card title="Mint assets" href="/docs/user-guides/asset-servicing/mint-assets">
    Issue new units of a security to investor accounts.
  </Card>

  <Card title="Burn assets" href="/docs/user-guides/asset-servicing/burn-assets">
    Permanently remove units of a security from circulation.
  </Card>

  <Card title="Forced transfer" href="/docs/user-guides/asset-servicing/forced-transfer">
    Execute custodial transfers without holder consent for regulatory compliance.
  </Card>

  <Card title="Pause and unpause assets" href="/docs/user-guides/asset-servicing/pause-unpause-asset">
    Control asset operations by pausing or unpausing to manage transfers.
  </Card>

  <Card title="Register external tokens" href="/docs/user-guides/asset-servicing/register-external-token">
    Add an existing EVM token to DALP from the External Tokens workspace.
  </Card>

  <Card title="Asset detail workspace" href="/docs/user-guides/asset-servicing/asset-detail-workspace">
    Review token facts, operator actions, and event evidence for an asset.
  </Card>

  <Card title="Change asset admin roles" href="/docs/user-guides/asset-servicing/change-asset-admin-roles">
    Modify administrator roles and permissions for specific assets.
  </Card>
</Cards>

## Compliance [#compliance]

<Cards>
  <Card title="Compliance overview" href="/docs/user-guides/compliance/overview">
    Learn about compliance modules and how to configure them during asset creation.
  </Card>

  <Card title="Compliance templates" href="/docs/user-guides/compliance/templates">
    Create, publish, and reuse compliance module templates for assets that follow the same policy pattern.
  </Card>

  <Card title="Configure trusted issuers" href="/docs/user-guides/compliance/configure-trusted-issuers">
    Configure trusted entities who can issue verifications for compliance.
  </Card>

  <Card title="Verify KYC" href="/docs/user-guides/compliance/verify-kyc">
    Issue KYC verifications for users to enable asset transactions.
  </Card>

  <Card title="Collateral requirement" href="/docs/user-guides/compliance/collateral">
    Configure collateral backing requirements for assets.
  </Card>
</Cards>

## System addons [#system-addons]

<Cards>
  <Card title="System addons overview" href="/docs/user-guides/system-addons/introduction">
    Learn about system addons that extend asset functionality.
  </Card>

  <Card title="XvP Settlement" href="/docs/user-guides/system-addons/xvp-settlement/overview">
    Atomic settlements for secure multi-party and cross-chain asset exchanges.
  </Card>

  <Card title="Yield Schedule" href="/docs/user-guides/system-addons/yield-schedule">
    Automated yield distribution for bonds and other yield-bearing assets.
  </Card>

  <Card title="Review addon workspaces" href="/docs/user-guides/system-addons/review-addon-workspaces">
    Open installed addon workspaces for XvP settlement, token sale, and other addon operations.
  </Card>
</Cards>

## AI assistants [#ai-assistants]

<Cards>
  <Card title="AI assistants" href="/docs/user-guides/ai-agents/overview">
    Connect approved AI assistants to supported DALP operator workflows.
  </Card>
</Cards>

## Runbooks [#runbooks]

The [top-level runbook shelf](/docs/runbooks) is the main index for DALP runbooks. This shelf keeps UI-led scenario walkthroughs close to the user-guide pages they depend on.

Console runbooks start with operator actions in the DALP console. The [developer runbook shelf](/docs/developer-guides#runbooks) covers the same scenario shape for API, SDK, or CLI execution. The equity tokenization walkthrough appears in both shelves because the UI and API versions serve different readers.

<Cards>
  <Card title="Equity tokenization in the console" href="/docs/user-guides/runbooks/equity-tokenization">
    UI-led walkthrough for setting up a multi-organization equity tokenization scenario.
  </Card>

  <Card title="User onboarding" href="/docs/user-guides/runbooks/onboard-user-im">
    Complete workflow to register a user and issue KYC verification.
  </Card>
</Cards>