DocumentationProduct manual
Choose the workspace or role you use. Each guide starts with common tasks and links to the current pages, controls, and permissions.
Asset Manager
Set up vaults, define facilities, allocate capital, and operate the mandate.
Investor
Review vaults, deposit, request redemptions, and claim available withdrawals.
Borrower
Prepare a route, post collateral, draw credit, repay, and manage position health.
Institution
Set up people, teams, accounts, entities, and scoped capabilities.
Asset Issuer
Connect sources, map issuance facts, submit assets, and complete handoffs.
NAV Reporter
Prepare valuation reports, review deviations, sign, and monitor acceptance.
Partner
Apply to programs, create integrations, operate wrappers, and review fees.
Liquidator
Review eligible positions, prepare liquidation, and reconcile the result.
Recovery Buyer and Recovery
Review offers, bid, settle, follow fund participation, and claim proceeds.
Public and Account Access
Explore public records, sign in, recover access, and understand permissions.
Look up a control or permission
The coverage reference maps current application routes and registered field controls. Roles and permissions explains the separate scopes of ownership, operational roles, signers, and recipients.
Resolve a blocked task
Use Troubleshooting to check validation, missing records, stale sources, pending operations, and changed authority.