DocumentationAsset Manager
Common tasks
Prepare the operating team
Register the manager entity and use the wallet authorized for that entity. Save roles before selecting them in vault creation. Check each wallet address behind its display name.
Create and configure a vault
Follow the four creation steps, confirm the saved vault address, then configure Limits & Access, Fees, Roles, and conditional Tranches or Share Mobility settings.
Configure facilities
Open a vault and select Credit Facilities. Review the asset pair, capacity, draw-window limits, oracle freshness policy, and availability for that specific vault-market relationship.
Allocate and route capital
Use approved facilities and the permitted capital envelope. Check idle cash, current reservations, routing order, and deallocation constraints before reviewing a movement.
More task guides
Your operating scope
The current account, entity, network, and object-specific role determine the available controls. A workspace label, saved display role, or public record does not grant transaction authority.
Find a page or control
Open Asset Manager pages and controls for application locations, conditional inputs, and source-defined action families.
Before changing authority
Read Roles and permissions. Ownership, pending ownership, operational roles, signers, and payout recipients have distinct scopes.
When a task is blocked
Use Troubleshooting for validation, stale or missing data, pending operations, expired items, and changed permissions.