Issue Unit
The first functionality for the end-user, after the company, account, users have been onboarded, is to create units. You can do this by going to the "Holdings Page" and pay attention to the top right corner with the "Issue Unit" Functionality
You can define the certificate in the most basic form at this stage, with more configuration available in the near future
Transfer Unit
The transfer functionality allows you to move a unit from one account to another. You need to select an account for the transfer to happen and the volume of units. Once you have confirmed the transfer the units will show in the "holdings tab" of the other account.
Split Unit
If you wish to break down the unit into smaller units, you can use the split functionality. For example, if you have 30 units, you can split them into 15 units and 15 units on two blocks.
Claim (Retire) Unit
The "Claim" functionality allows for the certificate to be taken out of circulation, as the information from it will be used further to be reported (eg. the sustainability report of the company that had the certificate on the platform).
Export Unit
The export functionality allows the user to get the data from the unit, from the platform to a CSV file. The file can then be used further for sustainability purposes or the data can be integrate onto a different company report.
Holdings Tabs:
There are three holdings tabs:
Current: shows active units (that can still circulate, or that other actions can be performed on them)
Pending: any issuance, transfer or other process that requires a bigger number of signatures (more participants involved) will be shown here
History: past data about units will be shown here, such as issuances, retirements etc.
Every registry that you will spin out will have a minimum amount of functionalities that are available for you to use.
Congratulations, now that you have created your registry, you can benefit from the functionalities already available on the platform, so that you can start testing your idea.
From this point on you have two options that you can take registering and login. You can start by logging in on the platform with the designated email address for the registry admin role.
The login is using the email and a code is generated via your email to allow you to log in onto the platform.
After logging in, you can see the full registry in motion with the following categories:
Dashboard: Main companies and accounts view
Companies: The list of all the companies registered on the platform
Account: Each company can have multiple accounts and account types (soon), which can be differentiated based on the functionalities available for each of them
Users: People who are using the platform. They can be part of accounts - Account Representatives or Company Representatives.
Actions: If a functionality requires an action from any of the actors (receiving a certificate, signing a process by the Registry Admin, it will be displayed in this tab)
Holdings: This is the main table, where you can see the certificates in various states (active, pending, history tabs).
For the top navigation bar, you can see the following elements:
The logo that was chosen for the customization part
The bell shows notifications of the actions that are pending
The question mark: is the customer support feature for the end users, if they encounter an issue or have a suggestion
The MH circle, is the profile setting tab, which allows you to view some basic settings, terms and conditions and to log out of the platform
Dashboard
As a Registry Admin, you can have multiple invite people on the platform based on what type of user do you want on the platform.
Add a user to the company: this allows the Registry Admin to create a user from scratch for the company that he has selected. (In this case, the user only needs to log in afterwards with the email)
Invite user to account: this provides an invitation for a user to sign up and be assigned to an existed account on the platform
Invite user to company: Adds an existing user or a new user (that needs to onboard) to become the company representative of that company
Add user to account: Adds an existing user or a new user (that needs to onboard) as an account representative for an account that we choose.
Invite registry admin: Invites another user to become the registry admin as well.
In the top left corner, when you click on the 3 dots, you can also "edit" and "delete" a company as long as it is not the Registry Admin company.
Companies
Accounts
Every company needs to have at least one account. This can have multiple forms and various access to data and functionalities, but for now you can only create one type of account with no restrictions.
The account creation allows you to determine the amount of Account Representatives required for the processes from the platform.
You can create a new company by pressing the "create a company" button on the top right corner. . After creating a new company, you will need to asign user to it and at least a Company Representative, using the functionalities from the "Dashboard", which are detailed above.
