Overview

Read the state of an account in one screen: balance, protected roles, top holdings and anything waiting on you.

Where: Account → Overview

The cards

Total balance

The native balance of the account on its network, with the Smart account address underneath. Two shortcuts sit on the card:

Receive opens the Receive assets drawer with a QR code and a copy button.
Send opens New request with the Transfer type already chosen.

A new account shows "No balance yet. Receive assets to fund this account." Fund it from any wallet on the same network before you try a transfer.

Contract security

The three protected roles and the time lock, read live from the chain: Owner, Recovery, Time-lock and Broadcasters. The card header summarises the state:

Header

Meaning

Security configured

Owner, recovery, time lock and at least one broadcaster are all set.

Recovery not set

No recovery address. The account has no fallback if the owner key is lost.

Setup needs attention

Something else is missing or inconsistent.

View security opens Policies → Security, where an owner can fix it.

Holdings

The top five assets by balance with an inline Send on each row. View all opens Assets. Token rows only appear for allowlisted tokens.

Needs attention

Open requests on this account. Each row opens the request in Approvals. When nothing is open the card reads "All caught up" or "No open requests on this account."

Setup gap messages

While an account is still being configured, Overview shows counters such as:

"N actions need registration"
"N role items incomplete"
"N setup items need attention"

Each one ends with Fix in Administration, which takes you to the relevant Policies or On-chain access page. These messages are only actionable by the owner. If you are a member, tell your admin what you see; the Help page lists the same items as a checklist with a setup percentage.

A freshly deployed account is a Vault: it can receive, but nothing can leave it yet. That is a finished state, not an error. See what a new account already has.

What you see without a wallet

Everything on Overview is readable with no wallet connected. Receive works too. Send and the rows in Needs attention need a connected wallet with the right role, and the footer says "Connect a wallet to sign. Reads still work."