SettleMint
User guidesUser management

Participants hub

Use the Participants hub to review users, entities, identity registration status, KYC evidence, holdings, activity, and security signals.

The Participants hub brings together the people and on-chain entities that can interact with assets on the platform. Use it to review who has platform credentials, which identities and contract accounts are registered, and what evidence is available before taking an identity, KYC, or security action.

The hub is split into two primary lists:

  • Users: participants with platform credentials. The list shows each user's name, email, wallet address, participant type, linked identity address, and registration status.
  • Entities: participants without login credentials, such as assets, vaults, smart accounts, or other system identities. The list shows each entity's name, contract address, identity address, entity type, and registration status.

Both lists open a detail workspace when you select a row.

Users list

Go to Participants > Users to review participants with login credentials. The users table supports search, filters, export, and column visibility controls. A user can appear as an admin, trusted issuer, or investor based on their platform and on-chain roles.

If your role can create users, the page also shows Create user. See Create users for the direct account creation workflow.

If you do not have permission to view users, the page shows an access-restricted state instead of the table.

User detail workspace

Open a user from the table to review the user's participant record. The header shows the user's display name, participant type, registration status, wallet address, and identity address when available.

The user detail workspace can include these cards and drill-down views:

  • Basic info: account details such as display name, email, wallet, identity address, and recent account activity.
  • Security: two-factor authentication and active-session information. This card is available to roles that can manage user security.
  • Verifications: identity claims associated with the user's on-chain identity.
  • Information: KYC profile status, approved name when available, pending-update state, and open action requests.
  • Holdings: assets held by the user's wallet. The card uses the selected user's wallet as its balance scope. It is available to platform administrators and to roles that can read users in the current organization when the wallet belongs to a user in that organization. A wallet outside the active organization remains restricted.
  • Activity log: recent blockchain activity for the user's wallet, with a full activity view for deeper review.

The workspace can also show a setup checklist for identity and verification work. The checklist appears for identity and verification roles when the user still needs follow-up, such as identity registration, KYC verification, updated KYC information, or a re-issued KYC verification.

Entities list

Go to Participants > Entities to review participants that do not log in as platform users. This includes on-chain identities linked to assets, vaults, smart accounts, contracts, wallets, or system actors.

The entities table supports filters, export, and column visibility controls. It is sorted by recent activity by default. If you do not have permission to view entities, the page shows an access-restricted state instead of the table.

Entity detail workspace

Open an entity from the table to review its on-chain participant record. The header shows the entity name, registration status, contract address, and identity address when available.

The entity detail workspace can include:

  • Basic info: identity and contract-account details.
  • Verifications: identity claims associated with the entity.
  • Activity log: recent blockchain activity for the entity's account, with a full activity view for deeper review.
  • Data feeds: feed configuration and publishing state for entities that participate in data-feed workflows.

Permissions and access

Participants views are permission-aware:

  • Users can be listed and opened by platform roles that can read user records.
  • Entities can be listed by identity managers, system managers, and claim issuers. Entity detail workspaces can be opened by identity managers and claim issuers.
  • Creating users, registering identities, reviewing KYC evidence, and managing user security require narrower permissions.

When an action is unavailable, check that you are in the expected organization and that your account has the relevant identity, verification, or system-management role.

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