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CUSTODY PLATFORM / User guide

Working with Custody

From your first sign-in to checking a transfer. Instructions for daily work, your team and accounting.

01 / Start here

Getting started

Choose an organization and find the work you need.

Everyday tasks

02Invoices 03Payouts 04Accounting

Browse by topic

45 topics

Getting started

What is Custody Platform Getting started Sign-in and security Dashboard and charts User settings and views Keyboard shortcuts

Daily work

Wallets and addresses Public addresses Invoices Payouts External transactions Custody transfers

Accounting and verification

Amounts, fees and balances Accounting Payment checks and collection Reconciliation What statuses mean Exports, CSV and printing

Directories

Customers Address groups Tags Networks and assets Save a history counterparty

Team and access

Organization Team Roles and permissions Member groups API clients View as a member Resetting a member’s access

Management

Settings Workflow rules Publishing an installed Workflow Audit log Market prices

Public documents

Public invoices and transactions Snapshot files and links Handling data safely

Help

Working with forms Confirming changes Data freshness and connection Troubleshooting Frequently asked questions Glossary Availability and versions