Quick start guide

We're so pleased to have you on board. Here is your comprehensive quick start guide designed to help you efficiently navigate and begin using the io.finnet platform.

If you haven't yet signed up for our self-custody product, io.vault, we encourage you to explore the plan options available here to discover the best fit for your business needs.If you'd like to explore io.vault first, you can also sign up for our Free Trial here.

To register your interest in our 24/7 instant settlement platform, io.network, please reach out to our sales team. They will be happy to assist you with the onboarding process.

After you finish the onboarding process, please refer to the guides below to help you get started successfully.

1. io.finnet Components
2. Introduction to the io.finnet dashboard
3. Account setup
4. Vault management and transactions
5. Network management
6. Extensions and API integrations
7. Reporting

io.finnet Components

There are two primary components to the io.finnet platform:

• Web dashboard: Used for creating and managing an organisation's vaults and transactional activity, alongside functionalities such as adding or removing users, adding an API key, and accessing necessary support information
  
  • For io.network Principal Members the web dashboard is also used to view and manage all underlying client accounts. This also displays all transactional activity processed through the minting and burning functions
• Mobile application: The mobile application enables each member of a vault signing party to efficiently review transactions and reshare requests. Users can easily approve or reject these requests and actively participate in the cryptographic signing process.

Learn how to get access to the web dashboard and register a signing device. 

Introduction to the io.finnet dashboard

The dashboard is designed with a user-friendly interface that includes the following key components.

Left menu

• Vaults: create and manage your vaults
• Transfer: to create a transaction
• Address Book: allows you to link addresses to specific users, ensuring that you send funds to the correct recipient every time
• Directory (io.network subscriptions only): list of all underlying clients authorized to transact on the network
• Compliance (io.network Principal Member subscriptions only): allows for managing client profiles and setting trasaction thresholds
• Reports (io.network Principal Member subscriptions only): shows the overall network activity
• Apps: access apps such as Virtual Signer, WalletConnect and Exchange Connectivity. io.network Principal Members can also access the PM Network Management app where deploying facets, tokenization and onboarding takes place
• Teams: 
  • My Team: ability to review individuals, add or remove from your organization
  • Invites: shows current individuals who have been invited to your organization, you can revoke or resend the invite here
• Settings:
  
  • API keys: an API key enables programmatic access to the io.finnet platform
    Security: export user and API authentication events for security analysis and monitoring
  • Billing (io.vault subscriptions only): manage your subscription, billing information and invoices

Bottom left corner

• Help: To gain support from io.finnet
  • Ask chatbot
  • Raise a ticket
  • API Reference
  • Support Portal

Top right corner

• WalletConnect: To connect your Vault to WalletConnect without needing to expose your private keys
• Avatar dropdown menu: access your personal profile, support or sign out
  
  

Account setup

• Add your team members to your organization to allow them to register their devices
• Register your Signing Device 
• Complete your Backup & Recovery setup
• Manage your subscription, including add ons such as additional users
• Manage your billing information, make a payment or set up automatic payment

Vault management and transactions

• Create your first vault and sign the request via the mobile app
• Manage the available assets in your vault
• See here for our currently supported blockchains and assets
• Fund your vault to make your first transfer.
• Add your contacts to the Address Book ensuring that you send funds to the correct recipient every time
• For even more flexibility users can adjust their transaction fees based on needs and preferences
• Use transaction simulation to preview the outcome of a transaction before signing.

Network management (io.network Principal Members subscriptions only)

• Get started with io.network with the VPN and initial vault creation
• After your initial set up, its time to deploy the facets and assets to your network
• Onboard your customers to the network and manage the client directory
• Mint new tokens to the network for your underlying clients
• Burn tokens from the network for your underlying clients

Get more out of the io.finnet platform with our extensions and API integrations

• Virtual Signer is a MPC application that enables secure server side signing of transactions for your vaults with custom approval & rejection logic
• WalletConnect is an open protocol that allows users to connect their digital asset wallets to dApps on various blockchains without exposing their private keys, facilitating a more secure and user-friendly interaction with decentralized applications
• The io.finnet API  enables programmatic access to the platform, allowing you to automate workflows and integrate with your existing systems.

Reporting

• Export your vault activity and transactions
• For io.network Principal Members understand how your underlying clients are using io.finnet with the Network Activity Dashboard
• For io.network Compliance teams monitor underlying client activities in the Compliance area
• io.network Compliance teams can also report activity with the Compliance Analytics Dashboard