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Manage distribution and communications

Before you start

Select the approved manager entity and the wallet authorized for the target vault or operating record. Confirm the network, supported asset identities, and saved roles or dependencies required by the task.

Follow the task

  1. Open partner applications or the selected integration. Check the manager, program, partner, and current status.

  2. Use the supported review action for the application or edit action for the integration. Review terms before completing it.

  3. For communications, open the relevant thread and confirm its participants and object before sending through the product.

Manage distribution and communications: actual product controls.
Manage distribution and communications: product controls ยท Product interface with sample records. Select the image to open it at full size.

Use the detailed procedure for the task's field meanings, conditional paths, and operating constraints.

The Asset Manager pages and controls lists the current application locations, registered input controls, and supported action inputs. Read-only values are distinguished from editable forms.

Check the outcome

After a change, use its operation or transaction reference to find the saved record. Reload before relying on new values.

A pending approval or signature shows progress. Check the action-specific result described in the procedure.

Resolve a blocked task

Check the active account, entity, network, authority, required saved dependencies, validation, and data freshness. If an operation is already pending, inspect it before submitting another action.

Use Troubleshooting for missing records, expired items, stale sources, rejected wallet steps, and delayed saved state.

Return to Asset Manager common tasks.