Adding an Organization
Overview
This guide walks you through adding and configuring an organization in the Transaction Tool. Organizations enable multiple users to collaboratively sign transactions that require multiple signers. Organization administrators set up and manage the organization space, then invite users to join by providing access credentials.
Note: Organization setup must be completed by an admin before users can join. Contact your Organization admin if you haven't received your invitation credentials.
Prerequisites
Before you begin, ensure you have received the following from your Organization admin:
Temporary Password: Initial login credentials for the organization.
Organization Server URL: The server endpoint for your organization.
You should also have:
Transaction Tool Setup: Follow the New User Installation Guide or Install: Existing Users.
Step-by-Step Guide
Step 1: Open the Add Organization Dialog
Select the plus (+) icon in the top-right corner of the application.
Step 2: Enter Organization Details
Fill in the organization connection details:
Nickname: Enter a descriptive name for your organization.
Server URL: Enter the Organization Server URL exactly as provided by your admin via email.
Select Add.
Step 3: Sign In to Your Organization
After adding the organization, you'll be prompted to sign in:
On the Sign In screen, the organization nickname that you set in previous step is displayed at the top.
Email: Enter the email address registered with the organization.
Password: Enter your temporary password provided by your admin.
Select Sign in.
Step 4: Set Your Password
After adding the organization, you'll be directed through a 3-step Account Setup process.
On the New Password screen (Step 1 of 3):
Enter your temporary password in the Enter Temporary Password field.
Create a new password in the New Password field.
Select Continue.
Step 5: Configure Recovery Phrase
On the Recovery Phrase screen (Step 2 of 3), choose one of the following options:
Option 1: Create New Recovery Phrase
Select the Create New tab.
The system displays 24 numbered fields for your recovery phrase.
Select Generate to automatically create a secure 24-word phrase.
Review and acknowledge the warning: "I understand that if I lose my recovery phrase, I will not be able to create new keys or recover lost keys."
Select Next.
Option 2: Import Existing Recovery Phrase
Select the Import Existing tab.
Enter your existing 24-word recovery phrase in the numbered fields.
Optionally, enter a Recovery Phrase Nickname.
Select Next.
Option 3: Use Existing Key
Select the Use Existing Key tab.
Select a key from the displayed table.
Select Next.
Option 4: Skip Recovery Phrase Setup
Select Skip to proceed without setting up a recovery phrase at this time.
Step 6: Link Your Key Pair
On the Key Pairs screen (Step 3 of 3), link your cryptographic key to the organization:
If selecting Use Existing Key, select the key you want to link to the organization from the displayed table.
Optionally, enter a Nickname for this key.
Select Next to complete the setup.
Step 7: Verify Organization Connection
Once the setup is complete, you are connected to your organization space. To verify:
Select the dropdown menu in the top-right corner of the application.
Your organization name should appear in the list.
You can switch between organizations (if you have access to multiple) using this dropdown menu.
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