Introduction
Step-by-step instructions for platform administrators and operations teams managing tokenized assets.
This section provides step-by-step instructions for platform administrators and operations teams. Each guide documents a specific operational task with prerequisites, detailed procedures, and expected outcomes.
For developers
Looking to automate these workflows programmatically? See the Developer guides for API integration and type-safe client usage.
Platform setup
Platform overview
Complete reference for platform setup, administrator roles, and system configuration.
First administrator setup
Initialize your platform by creating the first administrator account.
Add administrators
Grant administrative permissions to users in your organization.
Change admin roles
Modify the roles and permissions of existing platform administrators.
User management
User onboarding
Understanding the new user experience when joining the platform.
Invite users
Send invitations for team members and external partners to join your platform.
Create users
Directly create user accounts with automatic wallet and identity setup.
Register user
Register users in the identity registry for compliance tracking and token eligibility.
Asset creation
Asset servicing
Mint assets
Issue new units of a security to investor accounts.
Burn assets
Permanently remove units of a security from circulation.
Forced transfer
Execute custodial transfers without holder consent for regulatory compliance.
Pause and unpause assets
Control asset operations by pausing or unpausing to manage transfers.
Change asset admin roles
Modify administrator roles and permissions for specific assets.
Compliance
Compliance overview
Learn about compliance modules and how to configure them during asset creation.
Configure trusted issuers
Configure trusted entities who can issue verifications for compliance.
Verify KYC
Issue KYC verifications for users to enable asset transactions.
Collateral requirement
Configure collateral backing requirements for assets.
System addons
System addons overview
Learn about system addons that extend asset functionality.
XvP Settlement
Atomic settlements for secure multi-party and cross-chain asset exchanges.
Yield Schedule
Automated yield distribution for bonds and other yield-bearing assets.