Vault Management and Transactions

Process Ref

Process Step 

1

On the web dashboard, navigate to the "Vaults" section on the left-hand side, then select "+New Vault" located in the top right-hand corner

2

Specify a unique name for the vault and click “Next”
Please Note - Once created the name cannot be changed

3

Specify the vault threshold

• The amount of signing power required to complete a transaction or reshare request.

Please Note - Threshold can be updated after creation, via a reshare

4

Select the users who will be a member of the vault signing party, and specify the signing power to be allocated to each user's signing device..

• Signing power will determine the number of secret shares a user controls with their specified signer.

Please note - If you wish to participate in the signing process, ensure that you are added as a signer.

Please note - The user list will only show individuals who have  registered a signer.

5

After selecting the signer(s), click on "review" to examine the details of the vault creation and the signing power allocated for this specific vault

6

Click “Submit for Approval” to send the vault creation request

If you need to amend / update the details, click “edit”

7

Once submitted, you can return to the dashboard by clicking on "dashboard" or track the progress of the vault creation by clicking on "track progress"

8

Each user specified as a member of the vault signing party must approve the request on their device and participate in the vault creation process

• A reshare request must be approved and completed within 10 minutes, after which the request will expire.

9

After successful completion, the vault will be viewable in the dashboard.

Please Note - You can review the vaults details, including the threshold and signing party, by selecting your desired vault from the dashboard

Please Note - A request must be approved and completed within the 10 minutes time-out limit

Please note - All signing party users required to approve the request must be online and logged in with their registered devices simultaneously to complete the request

Process Ref.

Process Step

1

Open the app on your registered signer

2

Select the pending transaction request you want to review

3

Review transaction details

4

Using the sliding bar, slide across the screen to approve the transaction

5

Successfully authenticate via FaceID

Please Note - The vault threshold must be reached by any combination of users with devices that have sufficient signing power to approve the transaction

Process Ref.

Process Step

1

Open the app on your registered device

2

Select the pending transaction you want to review

3

Review transaction details

4

Select “reject request”

Please Note - If other members of the signing party are still able to reach the vault threshold, they may still complete the transaction.

Please Note

A request must be approved and completed within the 10 minutes expiration limit

To complete any request, whether it's for a new vault, vault reshare, or transaction, the required vault threshold of approvals must be met. All members who approve the request must be online and logged in with their registered devices simultaneously in order to sign the request.

If a transaction has reached the required threshold of approvals, the signing process will begin automatically between the signers that approved the request. 

Each device must stay online and unlocked for the entire duration of the signing process (generally no longer than 10 seconds), or the process will fail and a new request will need to be created.

Process Ref.

Process Step

1

On the web dashboard, navigate to the "Vaults" section on the left-hand side, then select the relevant vault you want to edit 

2

Click on the “gear icon” within the top-right (next to “new transfer” button)

3

Select “edit Threshold & Signers”

4

The following actions are then possible:

• Editing the vault threshold
• Adding a new user to a signing party;
• Removing a user from a signing party;
• Changing an existing user’s signing power;

5

Select “request reshare” in the bottom right

• all signing party members (existing or proposed) will be prompted to approve this reshare via their signing devices

6

Continue through the "Approving / Rejecting a transaction request" process as detailed in point 5.2

7

Once approved, amendment will be updated within the vault setting

Please Note - Members of the existing signing party must meet the existing vault threshold to approve a reshare request

Please Note - Completing a reshare request requires all members of the resulting signing party to approve and participate in the reshare signing process

Process Ref.

Process Step

1

On the web dashboard, go to the "Vaults" section located on the left-hand side. Then, choose the specific vault for which you wish to add or remove an asset by clicking on it. 

2

On the right-hand side, in the "Assets" section at the top, select "Manage Assets." 

3

Locate the desired asset by clicking on the dropdown menu and scrolling down until you find it. 

4

Simply click on "Show" or "Hide" to add or remove the asset from the vault. The corresponding deposit address will be displayed on the new asset card under the Admin page of your vault. 

Please note - Removing an asset will simply hide the asset from being displayed by default.

Process Ref.

Process Step 

1 

• Select the vault from which you are creating the request

• Click the “new transfer” button in the top right corner

2

On the "Create Transfer”" page, complete the following fields:

• Add or copy/paste the destination wallet address
• Select the Asset using the dropdown menu
• Add the Asset quantity to send.
• Add a transaction memo, if desired (this memo is internal to your organization only)

3

At the bottom, click the “review” button to proceed with transferring the Asset, or “Cancel” to stop the transfer

4

Now you can review the request, and if you wish to proceed with the transfer, click "Submit Request." 

At this stage, you can still go back to the previous page to edit or cancel the transfer.

5

Once submitted, you can return to the dashboard by clicking on "dashboard" or track the progress of vault creation by clicking on "track Progress"

6

Each user specified as a member of the vault signing party must approve the request on their device and participate in the signature process

A transfer request must be completed, signed, and approved within 10 minutes, or it will expire.

Process Ref

Process Step

1

Open Any Web3 interface. Example Uniswap or Sushiswap

2

Click “Connect” button and choose “WalletConnect”

3

Click “Copy to clipboard” under the QR code

4

Open the io.Vault Dashboard

5

You have two options to connect your vault to any dApp:

• In the left menu under "dApps" click on the "Connect" option under WalletConnect
• Click on the "WalletConnect" button located at the top right corner of the dashboard

6

Past QR code from the Web3 interface in the QR code field

7

Click “Connect Vault”

8

Go back to the Web3 interface select the token to swap and enter the amount

9

Confirm the Swap

10

Go back to io.Vault dashboard

11

On the Signature request, review the request and click  “Submit for Approval”

12

Next open the io.dashboard mobile App to approve 

13

Sign the transaction

14

Go back to io.Vault dashboard and confirm the transaction status