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Track permissions and activity

Before you start

Confirm the account, wallet, network, and required participation or borrowing eligibility. Review the selected opportunity or saved position before relying on an amount, price, or available action.

Follow the task

  1. Open positions, permissions, or activity for the selected account and network.

  2. Compare the saved position or permission with the relevant operation reference and current status.

  3. Reload the record before relying on a new balance or permission. Investigate an incomplete operation before submitting another.

Track permissions and activity: actual product controls.
Track permissions and activity: product controls ยท Product interface with sample records. Select the image to open it at full size.

Related settings

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

The Investor 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 Investor common tasks.