SettleMint
User guidesUser management

Create users

Create or invite users from the Users workspace, and know when to choose direct creation instead of an invitation.

The Users workspace gives administrators two onboarding paths. You can send an invitation that the recipient accepts, or you can create the user account, wallet, and on-chain identity immediately without emailing the recipient.

Use direct creation when you need an account ready now, such as a demo user, training account, test holder, or passive token holder who only needs to receive assets. Use an invitation when the recipient should control the first login and complete their own onboarding.

Prerequisites

  • Permission to manage users in the current organisation
  • Permission to invite users, create users, or both, depending on the action shown in your workspace
  • Wallet verification, such as PIN or 2FA, when you create a user directly

Choose the right onboarding path

Use caseRecommended pathWhy
Prepare demo, test, or training accountsCreate userThe account, wallet, and identity are ready before the session starts.
Prepare passive holders who only need to receive assetsCreate userThe administrator can create the account without waiting for the holder to accept an invitation.
Add active platform operatorsInvite userThe recipient controls the first login and can complete their own onboarding.
Add external users under stricter credential policyInvite userThe user starts from the invitation flow instead of inheriting an administrator-created account.

Direct creation does not notify the user

Turn off Send invitation email only when you intentionally want to create the account, wallet, and identity without sending an invitation. If email is not configured and you send an invitation, DALP shows a link that you can copy and share manually.

Create a user directly

Go to Participants > Users in the sidebar. The action is labelled Create or invite user when your permissions allow either path.

Users page with Create user button

Switch from invitation to direct creation

Click Create or invite user. If the form shows Send invitation email, turn it off. The form then asks for the display name and email address used for the new account.

Enter the user details

Enter the recipient's display name and email address, then click Create user. DALP validates the email address before it opens the verification prompt.

Verify identity creation

Complete the verification prompt with your wallet verification method. This authorises the transactions that create the user wallet and deploy the on-chain identity.

Confirm the account is ready

Once the transactions confirm, the user appears in the Users table with their wallet and identity details. The table shows whether the identity is registered or still pending registration.

What DALP creates

Direct creation creates the user account and the blockchain components needed for that user to hold assets.

Created itemWhat it means operationally
User accountThe email address becomes the sign-in identifier.
Generated passwordAdministrators do not know the password. The user must reset it before signing in.
Wallet addressDALP creates the user's externally owned account.
Managed private key storageThe platform manages the private key for the created wallet.
On-chain identity contractThe user gets the identity used by registry and compliance workflows.
Identity registry stateThe Users table shows whether the identity is registered or pending registration.

After direct creation

  1. Decide whether the user needs access. If the user must sign in, direct them to the platform login and password reset flow.
  2. Register the identity if needed. If the Users table shows the identity as pending, register the user before relying on the account in asset workflows.
  3. Assign roles only when needed. Grant administrative roles separately if the user will manage users, assets, compliance, or platform settings.
  4. Complete compliance checks. Issue or update KYC and other required verifications according to your organisation policy.
  5. Connect the account to the relevant workflow. Add the user to the registries, cap tables, approvals, or distribution processes that require the account.

Unknown passwords

User passwords are randomly generated and unknown to administrators. Users must use the "Forgot password" flow to set their own secure password.

If the user needs to sign in

The created user can set their own password through the login page:

  1. Open the platform login page.
  2. Choose Forgot password or Reset password.
  3. Enter the email address used during creation.
  4. Follow the reset instructions and set a new password.
  5. Sign in with the email address and new password.

Limits and operating notes

  • Direct creation does not send an invitation email. Use invitations when the recipient should start from an invitation link.
  • Administrators cannot read the generated password. Users who need access must reset their password.
  • Directly created users skip invitation onboarding, so review their roles, registry membership, and compliance status before relying on the account.
  • Creating the wallet and identity requires wallet verification from the administrator performing the action.

Troubleshooting

IssueSolution
Create or invite action is not availableCheck that you have user management permissions in the current organisation.
Direct creation is not availableCheck that your account can create users, not only send invitations.
User creation failsConfirm the email address is valid and unique, complete the required fields, and retry after the verification prompt.
User cannot sign inAsk the user to reset their password from the login page and confirm the email address matches the created account.
Identity still shows pendingRegister the user identity, then refresh the Users table. See Register user.

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