Guides overview

End-to-end recipes that take a freshly deployed smart account to a working, tested setup on Sepolia.

Where: Discover, then inside the account (Policies and On-chain access) · You need: a wallet on Sepolia with test ETH, plus one or two extra test wallets

How the guides work

If you have not deployed an account yet, the Quickstart does that part, and How it works explains the request lifecycle every guide exercises.

Every guide starts from the same place. You choose a preset on Discover and deploy a governed account. Today every preset deploys the same account, and it lands as a Vault: a finished, locked account that holds assets but has no spending capability yet (what that means).

The guides then walk you through what the owner configures afterwards:

1. Security (Policies): owner, recovery, time lock and broadcasters.
2. Actions (Policies): the functions the account may perform.
3. Roles and Signers (On-chain access): who holds which duty.
4. Manage permissions: which role may perform each step of each action.
5. Gates: the on-chain grants that let a role's action run.
6. Allowlists: where value or calls may go.
7. A test with a member wallet, so you see the flow before real funds are involved.

Pick a guide

Guide	Who is involved	Time	Outcome
Personal security account	One person, two wallets	~30 min	A time-locked account where a transfer you did not mean can be cancelled while it waits
Team treasury	Requester, approver, broadcaster	~45 min	Payouts that need one wallet to request and another to approve
Asset issuance	Minter requester, compliance approver	~60 min	Mint and burn of your own ERC-20 only after review
Allowlisted contract calls	Integration signer, broadcaster	~60 min	Governed calls to approved external contracts, restricted by the contract allowlist
Approve from another device	Requester, approver, broadcaster	~15 min	An approval signed on one device and submitted from another with a signed file
Designing roles and permissions	Owner or admin	Reading	A role model that stays safe as the team grows
Organization governance	A whole team	Reading	Duty separation, onboarding and offboarding people, and a review routine
Approve with an agent's help	An agent plus a person	~20 min	An agent drafts and signs a request, a person reviews and broadcasts it
Ways to configure an account	Owner or developer	Reading	The five routes to a configured account, and when each one fits

How the guides relate to the Platform pages

The Platform section documents one screen per page: what each field means and what happens when you press a button. The guides string those screens together into a task. When a step needs more detail, follow the link to the Platform page and come back.

Start with Designing roles and permissions if you are setting up an account for a team, then Organization governance for how a group of real people runs it together. If you would rather script the setup than click it, Ways to configure an account lays out every route. Before any real value moves, work through Security best practices.

Alpha · Testnet · Local-first. All guides run on Sepolia with test ETH. The Platform runs on Sepolia today. Ethereum mainnet is coming soon.