First administrator setup
Initialize your platform by creating the first administrator account and setting up system infrastructure.
The first administrator is responsible for initializing the entire platform. This one-time process creates your organization, sets up system infrastructure, and establishes the foundation for all future operations.
Prerequisites
- Access to the platform URL
- For public chains: ETH or native tokens for gas fees (will be needed for contract deployment)
- Email address for administrator account
Process overview
The first admin setup involves:
- Creating your account and organization
- Setting up a blockchain wallet with security
- Creating your on-chain identity
- Initializing system infrastructure
- Configuring platform basics
First user privileges
Only the first user can initialize the system. This sets up all core platform infrastructure including identity management, access control, and compliance capabilities.
Steps
Create administrator account
Navigate to your platform and click Sign up. Enter your email address and choose a strong password, then click Create account.
Name your organization
Enter your organization name—this will be the primary entity operating the platform (e.g., "Financial Institution S.A." or "Digital Securities Ltd."). Click Continue after entering the name.
Create blockchain wallet
Click Create my wallet to generate a new externally owned account (EOA). The system generates a unique wallet address and creates secure key storage. Take note of your wallet address for future reference.
Secure with PIN
Choose PIN as your security method. Enter a 6-digit PIN code, confirm it, and click Continue.
PIN Security
This PIN is required for every blockchain transaction. Store it securely and never share it with anyone.
Save backup codes
The system generates recovery codes for wallet access. Click Copy all or Download to save the codes, store them securely offline, check the confirmation box, and click Continue.
Critical - Backup codes
These codes are your only recovery method if you forget your PIN. Without them, you may permanently lose wallet access.
Create on-chain identity
Click Create my on-chain ID and enter your PIN when prompted. This deploys a smart contract that holds your compliance verifications, enables you to receive assets, and links to your wallet address.
Complete profile (optional)
Add personal information (name, title, department) and click Continue.
Initialize the system
As the first user, you must initialize the platform for your organization. Click Initialize system and enter your PIN when prompted.
This sets up your organization's platform infrastructure:
- Identity Registry - Manages all user identities
- Access Manager - Controls role-based permissions
- System Registries - Manages platform components
- Compliance Framework - Verification and rules engine
Wait for initialization to complete (may take several minutes on public chains).
Organization-specific setup
This creates a dedicated copy of the platform infrastructure for your organization, allowing you to customize implementations and settings independently.
Configure base currency
Select your platform's primary currency for pricing and accounting from the dropdown (EUR, USD, GBP, CHF, or others). Click Save and continue.
Enable asset types
Select which asset types your platform will support by checking the relevant boxes: Equity, Bond, Fund, Stablecoin, Deposit, and/or Real Estate. Click Enable asset types and enter your PIN.
Flexible asset support
This enables only the asset types you select now. You can enable additional asset types later under Platform Settings if you want to expand your platform capabilities.
Post-setup tasks
After completing the first admin setup:
- Grant yourself additional roles - See Add Administrators
- Invite team members - See Invite Users
- Configure compliance - See Configure Trusted Issuers
Troubleshooting
| Issue | Solution |
|---|---|
| Identity creation fails | • Ensure wallet has sufficient gas funds • Check PIN was entered correctly • Verify network connectivity |
| Transaction fails during initialization | • Ensure wallet has sufficient gas funds • Check network connectivity • Verify you're the first user |
| Cannot proceed past currency selection | • Confirm all previous transactions completed • Check browser console for errors • Try refreshing after transactions confirm |
Next steps
- Add administrative roles to your account
- Invite team members to join the platform
- Begin creating assets or explore runbooks