Set up your organization

This guide outlines the steps for setting up your account and organization on Cobo Portal.

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Prerequisites

• Contact our sales team to acquire your account activation link.

• An iOS device to run Cobo Guard, our dedicated app for multi-factor authentication (MFA), operation approval, transaction signing, and key share management.

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Set up accounts and organization

As the first admin of your organization, complete these initial steps to configure your account and organization:

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Create an account

Use the activation link from our sales team to create your Cobo Portal account.

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Set up Cobo Guard

1. Log in to Cobo Portal.
   • For testing purposes, use the development environment.
   • For production, use the production environment.
2. Click Guide at the bottom left, and click Set up Cobo Guard.
3. Follow the instructions on the screen to install Cobo Guard on your iOS device and link your account with your Cobo Guard.

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Configure governance policies and user roles

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Invite members

1. Log in to Cobo Portal.
   • For testing purposes, use the development environment.
   • For production, use the production environment.
2. Click the profile icon at the bottom left, and then click Organization.
3. Click Members. On the Members page, click Invite Members.
4. Enter the member’s email address and name, and then select appropriate user roles.
   Confirm on Cobo Guard that this invitation was initiated by you. Also, as a default governance policy, at least half of your organization admins must approve the invitation request on Cobo Guard.

Upon receiving the invitation, new members should create their own accounts and set up Cobo Guard as described in the previous sections.

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Add chains

View and manage the chains available for your organization:

1. Log in to Cobo Portal.
   • For testing purposes, use the development environment.
   • For production, use the production environment.
2. Click the profile icon at the bottom left, and then click Pricing Plans.
3. Navigate to Supported Chains and click the Chain Management icon.

4. On the Chain Management page, review the list of available chains. If the chains you need are not present, click Add Chains to include additional chains for your organization’s use.

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What’s next

Enhance your account security by setting up additional MFA methods in Cobo Accounts. For step-by-step instructions, refer to Set up multi-factor authentication (MFA) methods.