Prepare the operating team

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 Roles & Permissions for the manager entity. Review the wallet behind each saved role.

2. Create or update the required Curator, Allocator, Guardian, and Fee Recipient records through their supported actions.

3. Select these saved records in vault setup. Confirm the enforced permissions on the vault after deployment.

Related settings

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.