User Guide
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      1. io.finnet Help Center
      2. io.vault
      3. User Guide

      Getting Started with io.vault

      In this section of the user guide, we will explain how to get started with the io.vault product. As a client there are three key activities to take into consideration;

      1. io.vault components
      2. Accessing the web-dashboard
      3. Registering a signing device
      4. Configuring your organizations billing with Chargebee
      5. Downloading the disaster recovery backup file

      2.1 io.vault components

      There are two primary components of io.vault: 

      1. The 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.

      Dashboard Overview

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

      Left-hand Menu:

      • Vaults:
        • Create a Vault: Initiate the creation of a new vault
        • Vault Settings: 
          1. Manage Assets: Handle and organize your digital assets efficiently
          2. Resharet: Edit threshold & Signers
      • dApps:
        • Connect to a dApp: Link your vault to a decentralized application
      • Settings:
        • Admin Management: Manage users and API keys as an administrator

      Top-right Corner:

        • WalletConnect:
          • To connect your Vault to WalletConnect without needing to expose your private keys
      • Avatar Dropdown Menu:
        • Profile: Manage your personal profile settings
        • Support: Offers essential resources and assistance to ensure a smooth and efficient user experience
        • Log Out: Sign out of the dashboard

      Please note - To access the io.finnet dashboard seamlessly, we recommend using the latest versions of the following web browsers: Google Chrome, Safari, Microsoft Edge, or Firefox.

      2. The mobile application 

      Used by each member of a vault signing party to review transactions or reshare requests, approve or reject them, and participate in the signing process.

      Please note - Minimum device requirements:

      • iPhone 12 or later and iOS 17 or later  (The use of FaceID is required to provide the best level of security at the device level, in additional to keeping your device updated with the most recent iOS release)
      • Android version 12 or later (The use of Facial Recognition is required to provide the best level of security at the device level, in additional to keeping your device updated with the most recent OS release)

      Please note: To utilize the ioApp, you must first enable "iCloud Drive" or "Google Drive" on your phone. 

      For iPhone follow these steps:

      1. Open “Settings”
      2. Tap on “your name” at the top
      3. Select “iCloud”
      4. Under **Apps Using iCloud**, tap on “iCloud Drive”
      5. Toggle the switch to “enable” it

      For Samsung follow these steps:

      • Enable Syncing with Google Drive:

        1. Open the Settings app on your Samsung device

        2. Scroll down and tap Accounts and Backup or just Accounts (depending on your model)

        3. Tap on your Google account from the list

        4. Ensure that the toggle for Drive or Google Drive Sync is turned on

      • Enable Backup to Google Drive:
        1. Go to Settings > Accounts and Backup > Backup and Restore.
        2. Under the Google Account section, tap Back up data.
        3. Ensure that Back up to Google Drive is toggled on.
        4. Tap Back Up Now if you want to initiate a manual backup.

      For any Android Device (Other Than Samsung): Since Android devices may have slightly different menus and layouts depending on the manufacturer and model, follow these general tips to locate and enable Google Drive:

      Step 1: Consult Your Device's Manual or Support Page

      If you’re unsure where to find Google Drive settings on your device:

      1. Check your device manual for guidance on syncing or cloud storage settings.
      2. Search online using the phrase:
        “How to enable Google Drive on [Device Name/Brand]”
        *Replace [Device Name/Brand] with the specific make and model of your device (e.g., Samsung Galaxy S23, OnePlus 10).

      Step 2: Use the Settings Search Bar

      1. Open your device’s Settings.
      2. Tap the Search Bar (usually at the top of the screen).
      3. Type keywords like:
        1. “Drive” to locate Google Drive sync settings.
        2. "Backup” to find options for enabling backups to Google Drive.
      4. Select the relevant result and follow the on-screen instructions to enable or configure Google Drive.


      2.2 Accessing the web-dashboard

      The io.vault dashboard can be accessed by visiting app.iofinnet.com.

      Credentials:
      Login credentials will be directly provided by the io.finnet Customer Office to your io.vault user(s) via the onboarding email. Upon receiving your login details, you will need to reset your password when logging in for the first time.

      Additional users can be added by your vault administrator. Invitations will be sent via the portal, and users will receive an email requiring them to create their password upon logging in for the first time.

      Please note - To enhance the security of your registered device, you can set up two-factor authentication.

      To enable two-factor authentication for your account, follow these steps:

      Process Ref. Process step
      1

      Go to the "Profile" section by clicking on the dropdown menu next to your avatar at top right corner of the web dashboard
      2

      Scan the provided QR code or manually paste the code into an authenticator app
      3

      Input the resulting one-time code generated by the authenticator app into the designated section
      4

      Click the "Enable" button to confirm and activate two-factor authentication for your account

      2.3 Registering a mobile device

      Mobile Application: The io.finnet mobile app can be accessed by scanning the QR code displayed on the web-dashboard's “Getting Started” screen . Additionally, you'll need to agree to the Terms and Conditions and the Privacy Policy during this process. The app is also available for download directly from the Apple App Store.

      All users who will approve transaction requests will need to complete the following steps with their mobile device;

      Process Ref. Process step

      1

      You have two options to register a signing device:

      1. Use the QR code provided on the web dashboard login page.
      2. Download the io.vault "App" via the following link also provided in the onboarding email sent from the io.finnet Customer Office to your account administrator.

      2

      Open the app and click sign in

      3

      Login using the same credentials you login with on the web dashboard

      4

      After logging in you will be prompted to register the device as a new signer.  You will need to provide a name as well as set a strong passphrase 

      5

      You will then be prompted to save a signer specific 24-word secret phrase which is derived from your signer’s passphrase. This is a required step to enable signer recovery in case of emergency (see section 7 “Disaster Recovery Process” for more details). 

      6

      Once the signer secret phrase has been confirmed,  your signer registration is complete and it is ready to be added as a signing party on a vault. 
      Important Notes Save your secret phrase in a safe and secure location as it will be required should you need to complete signer recovery.

      To ensure the integrity and security of your data, it is essential to re-download your encrypted device backup each time a new vault is created or whenever a vault reshare is completed. Please note that for the time being, and until further notice, these backups should not be saved to iCloud/Google Drive in order to ensure additional redundancy to the native functionality of the mobile application. Instead, choose an alternative storage drive for downloading these files.
      Please Note: You can view all of the registered signers for your account by logging into the web dashboard, clicking on the "account" section on the left-hand side, and reviewing the list of registered signers and the vaults in which they are a member of the signing party.

      2.4 Configuring your organizations billing with Chargebee

        2.4a Login

        To login in to io.finnet Billing platform go to billing.iofinnet.com

        Process Ref.

        Process Step

        1

        Enter Your Email Address: Input the email address you used during the onboarding process

        2

        Receive Your OTP: Check your email for a 6-digit One-Time Password (OTP) sent to you

        3

        Enter the OTP: Use this OTP to log into your account

        4

        Set a Password (Optional):

        • Navigate to 'Account Information'
        • Select 'Set a Password' to create a permanent password

        5

        Continued OTP Use: If you choose not to set a password, you will continue to receive an OTP via email for each login

        2.4b View your subscription details

        (To understand how to manage your invoicing please go to section 6 - Managing your Service & Invoices)

        To view your contract summary click the subscription on the portal landing page, and select subscription terms: 

        2.5 Downloading the disaster recovery backup file

        io.vault incorporates a backup and recovery process for each vault within an organisation. To enable the disaster recovery process, a distinct 24-word phrase is utilised for each signing device in combination with an encrypted recovery file. 

        A unique 24 word phrase is generated upon the initial registration for every new signer, and is derived from the passphrase used when registering the signer for the first time. This secret phrase is then used to encrypt the exportable disaster recovery file containing all of the signer's secret shares, which must be stored securely, external to the signing device itself.

        Process Ref.

        Process Step

        1

        Open the mobile app and log in

        2

        Once logged in, click on the settings button at the top right-hand corner of the app

        3

        Select “Download encrypted backup file” and then “Continue”

        4

        Specify the file name, select the destination you would like to save the file and then select “Save”

        5

        Verify that file was successfully saved to the selected location; (preferably NOT on iCloud/Google Drive)

        Please Note: To ensure all shares can be recovered from a device, the backup file should be re-downloaded each time the device participates in a new vault creation or reshare.  As such, users are prompted to download the file each time this occurs. 

        Please Note:  Please note that for the time being, and until further notice, these backups should not be saved to iCloud/Google Drive in order to ensure additional redundancy to the native functionality of the mobile application. Instead, choose an alternative storage drive for downloading these files.