Set up your account and organization
This guide provides step-by-step instructions for setting up your account and organization on Cobo Portal. If you’re joining an existing organization, contact your admin for an invitation. In that case, you’ll only need to create your account and configure Cobo Guard.
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.
Set up accounts and organization
As the first admin of your organization, complete these initial steps to configure your account and organization:Create an account
Use the activation link from our sales team to create your Cobo Portal account.Set up Cobo Guard
- Log in to Cobo Portal.
- For testing purposes, use the development environment.
- For production, use the production environment.
- Click Guide at the bottom left, and click Set up Cobo Guard.
- Follow the instructions on the screen to install Cobo Guard on your iOS device and link your account with your Cobo Guard.
Configure governance policies and user roles
If you’re in the testing phase and want to quickly verify deposits and withdrawals first, you can skip this section for now and configure them later.
Set up governance policies and user roles
Set up governance policies and user roles
Configuring governance policies and user roles is essential for managing access control and security in your organization.
- Governance policies define approval rules for key operations (such as member deletion, organization freezing, and API key management), using mechanisms such as auto-approval, auto-rejection, and approval quorum. You can edit governance policies if the default ones don’t align with your organizational needs.
- User roles enable you to assign specific permissions to designated members within your organization. When you assign a role to a member, they can only perform actions allowed by that role. For instance, a member with the Viewer role can see wallet information but cannot withdraw tokens. Cobo offers preset user roles. You can also create custom roles tailored to your specific requirements.
Invite members
- Log in to Cobo Portal.
- For testing purposes, use the development environment.
- For production, use the production environment.
- Click the profile icon at the bottom left, and then click Organization.
- Click Members. On the Members page, click Invite Members.
- 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.
Add chains
View and manage the chains available for your organization:- Log in to Cobo Portal.
- For testing purposes, use the development environment.
- For production, use the production environment.
- Click the profile icon at the bottom left, and then click Pricing Plans.
- Navigate to Supported Chains and click the Chain Management icon.
- 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.
After adding a chain, all its supported tokens will be available for deposit and withdrawal in your wallets.
To view a full list of tokens and chains supported by Cobo, see Supported tokens and chains.
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.Feel free to share your feedback to improve our documentation!