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What you do in Hex Safe depends on your role. Pick yours to see what you can do and what to read first. Not sure which role you have? Ask an Admin in your enterprise, or see User roles.

Everyone should first set up their account and pair the Hex Safe Mobile App.

Admins manage users, roles, vaults, the Counterparty Book and whitelisting. They also set the Admin Quorum, reset users' 2FA, and turn on the Gas Station.

  1. Manage users and user roles
  2. Manage vaults
  3. Approval schemes and your transaction policy
  4. Counterparty Book and whitelisting
  5. Gas Station

Admin Approvers are part of the quorum that approves admin changes, such as new users and Counterparty Book or whitelisting changes. They can also add and remove users, change the Admin Quorum and reset users' 2FA.

  1. How approvals work
  2. Manage users
  3. Counterparty Book and whitelisting

Initiators start transactions day to day: withdrawals, staking and dApp transactions through WalletConnect. They also manage the Counterparty Book and whitelisting.

  1. Deposit assets and withdraw assets
  2. Choosing the right network
  3. Active Transactions and retrying a failed transaction
  4. Staking on Hex Safe
  5. WalletConnect

Approvers review and approve or reject transactions and message signing in the Hex Safe Mobile App. They can't start transactions.

  1. How approvals work
  2. Active Transactions
  3. Transaction statuses explained

Auditors have view-only access, to review records and check compliance.

  1. Transaction History
  2. Transaction statuses explained
  3. Your transaction policy

Developers connect their own systems through the REST API. An API key has the same access as the user who creates it.

  1. API quick start
  2. Authentication and request signing
  3. Receive notifications with webhooks