> For the complete documentation index, see [llms.txt](https://support.safeheron.com/help-center/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.safeheron.com/help-center/product-and-solution/master.md).

# Getting Started

Get your institutional-grade MPC-TEE self-custody service immediately!

## Safeheron App

### **Signup & Login**&#x20;

If you are new here, Sign Up is your first step, create your Safeheron account right away!

<img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/juM2VrsTmKkQut03XV2A/%E6%B3%A8%E5%86%8C%20EN.PNG" alt="" width="188">

Enter your name and your signup email address.

![](https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/5WyZPoIjh0TofUy7bAxT/%E5%90%8D%E5%AD%97+%E9%82%AE%E7%AE%B1%20EN.png)

{% hint style="success" %}
The name you enter here will appear in the approval flow and can not be changed for the time being; ensure that your name can be identified by other members too.
{% endhint %}

Safeheron will send you one verification code to ensure that you sign up with this email address, **which will also be your login email address**.

<img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/Rngtzp8Hb9VyAOoQ3fwD/%E9%AA%8C%E8%AF%81%E7%A0%81%20EN.png" alt="" width="188">

We strongly recommend that you enable 2-Factor Authentication for added security.

<mark style="color:green;">**Enable Google Authentication**</mark>

![](https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/dao4KcnenKtfMIDInW6V/%E8%B0%B7%E6%AD%8C%E9%AA%8C%E8%AF%81%20%E5%90%88%20EN.png)

<mark style="color:green;">**Set up your wallet password**</mark>

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/bUXIOn8eBiabCUodUPp1/Screenshot%202024-03-11%20at%2001.34.26.png" alt=""><figcaption></figcaption></figure>

You can change your wallet password at any time. Go to Me ➡ Security Center, choose `Wallet Password` to change it.

<mark style="color:green;">**Activate biometric unlock/biometric payment**</mark>

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/db8KtW1RPN8UXz1oRx72/Screenshot%202024-03-11%20at%2001.41.11.png" alt=""><figcaption></figcaption></figure>

Before enabling biometric unlock/biometric payment, please set up your wallet password; Once you allow Safeheron App to access your Face ID or fingerprint on your device, then the biometric unlock/biometric payment is enabled.

{% hint style="info" %} <mark style="color:green;">**Note**</mark>:

1. If Google Authentication is enabled, you cannot switch it off. Check its status by going to Me -> Security.
2. Biometric unlock and biometric payment can both be turned on and off.
3. The wallet password will be active once it's set up. You only can change the password.
   {% endhint %}

### **Create Your Team**

If you want to create a team on your own, select `Create Now`.

<img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/MHKhJ5kiX6NmBHu09Xqz/%E6%96%B0%E5%BB%BA%E5%9B%A2%E9%98%9F%20%E7%BB%9F%E4%B8%80%20EN.png" alt="" width="188">

If you have a valid activation code, please enter it here; If you do not have one, you can choose `Skip` for a 14-day free trial.

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/axslmDdzG9H3G1Z8u5Xt/%E6%BF%80%E6%B4%BB%E7%A0%81%20EN.PNG" alt="" width="188"><figcaption></figcaption></figure>

Set your team name as shown below.

<img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/vmDNL614QCTC64CUTpMZ/%E5%9B%A2%E9%98%9F%E5%90%8D%20EN.PNG" alt="" width="188">

{% hint style="success" %}
For the time being, Team Name cannot be changed once you set it. So, make sure you and your team members understand the purpose of this team.
{% endhint %}

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/yJNbAcG6VOeLjfIFw4sa/%E5%88%9B%E5%9B%A2%E9%98%9F%E4%B8%AD%20EN.jpeg" alt="" width="188"><figcaption></figcaption></figure>

It may take up to 30s to create one team. You'll be able to view the progress of key shard generation, MPC Node configuration, TEE verification, and MPC key shard generation as shown in the image above.

### **Back Up Recovery Phrase**

In Safeheron, we have two kinds of key shards to be backed up. One is the <mark style="color:green;">local private key shard</mark>, which will be stored on your device. Another one is the <mark style="color:green;">cloud private key shard</mark>, which is encrypted in Safeheron MPC Node under SGX protection.  &#x20;

![](https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/EJDpndqy2XXHPcB3DWZq/%E5%A4%87%E4%BB%BD%E5%89%8D%E6%8F%90%E9%86%92%20EN.png)

{% hint style="success" %}
The only way to recover your wallet is by using the recovery phrase. When backing up, please avoid any audio or visual recording devices, log out of other apps, and turn on airplane mode to ensure that you are the only one who has access to the phrase.  &#x20;
{% endhint %}

#### <mark style="color:green;">**Local Key Shard Backup by Team Creator**</mark>

![](https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/U2meqINJvK1WIq5cgZ9g/%E5%A4%87%E4%BB%BD%20%E5%90%88%20EN.png)

#### <mark style="color:green;">**Cloud Key Shard Backup By Appointed Backup Person**</mark>

The backup individual designated by the team creator will receive the relative pending notification.

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/uzPmYl6fghO6oRZw3CPx/IMG_0777.PNG" alt="" width="188"><figcaption></figcaption></figure>

The procedure is identical to backing up the local private key shard.

All team members can view the status of the backup by navigating to Me -> Private Key Shard.

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/SvTkVb5f6wAaFdJ4CepF/Screenshot%202024-03-11%20at%2002.25.37.png" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
We strongly advise the team creator to appoint different team members to back up cloud key shards so that they are backed up in a distributed manner with enhanced security.
{% endhint %}

### **Invite Your Member**

The team creator can invite team members as well as admins; A team member with permission `Manage Members` can invite team members.

{% hint style="success" %}
The team creator will verify the security certificates of the invited members and admins.
{% endhint %}

After creating the team, the team creator can select members right away as below.

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/pBA0qmFKuky6AV9aE1qk/%E9%82%80%E8%AF%B7%20%E7%BB%9F%E4%B8%80%20EN.PNG" alt="" width="188"><figcaption></figcaption></figure>

{% hint style="success" %}
If the team creator wants to invite members or admins later, he/she can go to Me -> Manage Members to invite.
{% endhint %}

#### <mark style="color:green;">**Invite Members**</mark>

Enter the member's email address and click `Send Invitation`.

<img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/mEv3VRXnSOFmsNXkPvDD/%E9%82%80%E8%AF%B7%E6%88%90%E5%91%98%20EN.PNG" alt="" width="188">

#### <mark style="color:green;">**Invite Admins**</mark>

Admins can only be invited by the team creator. Since the team creator is also an admin, all the other admins shall be invited at the same time.

<mark style="color:green;">**Before inviting admins, the team creator should be clear about the following questions:**</mark>

1. How many admins (including the team creator) are needed to co-manage your team?
2. How many admins are required to make critical decisions together?

The above questions are used to determine the decision-making model.

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/PVYZDC78K1wt8WtZ8OPc/%E9%82%80%E8%AF%B7%E7%AE%A1%E7%90%86%E5%91%98%20%E5%90%88%20EN.png" alt=""><figcaption></figcaption></figure>

When the decision-making is made, please enter the admins' email addresses. Reconfirm the invited admin list and review the co-management policy. Once all is confirmed, click `Send`.

You can check the status and history of invitations in Me -> Manage Members.

{% hint style="success" %}
You can invite team members continually.
{% endhint %}

#### <mark style="color:green;">**Invitee Joins Team**</mark>

The process of inviting members is the same as inviting admins.

<mark style="color:green;">Take the member invitation for example:</mark>&#x20;

The person who has been invited will get a team invitation on his/her side.&#x20;

Select the team in the upper left corner of Wallet and review the team invitation. When the invitee clicks `Accept`, a security certificate for the invitee will be generated.

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/zZtNQaonPHtuuMImgIO0/%E6%9F%A5%E7%9C%8B%E9%82%80%E8%AF%B7+%E7%94%9F%E4%BA%A7%E8%AF%81%E4%B9%A6%20%E5%90%88%20EN.png" alt=""><figcaption></figcaption></figure>

Before officially becoming a member, the security certificate must be verified.

<mark style="color:green;">**Verify the security certificate**</mark>

**Team Creator-Side**

The team creator will have a pending task to verify the invitee’s security certificate by scanning the QR code or pasting the certificate information.&#x20;

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/YzOIwFz8aC4a5EUEu3BH/%E9%82%80%E8%AF%B7%E4%BA%BA%E9%AA%8C%E8%AF%81%201%20EN.png" alt=""><figcaption></figcaption></figure>

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/xDHn9vUfqCW8H8rH18Mx/%E9%82%80%E8%AF%B7%E4%BA%BA%E9%AA%8C%E8%AF%81%202%20EN.png" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
The inviter needs to assign permissions to the invitee who joins as a member; If the invitee joins as an admin, there's no need to assign permissions as all admins have the highest permissions.
{% endhint %}

<mark style="color:green;">**After being verified**</mark>

**Invitee-Side**

Once the security certificate is verified, the invitee can successfully initialize and join the team.

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/RAMdIrmapvPqIHufPyON/%E5%8F%97%E9%82%80%E4%BA%BA%E5%88%9D%E5%A7%8B%E5%8C%96%20EN.png" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Team members can be deleted and their permissions can be changed. However, admins cannot be deleted nor their permissions be changed.
{% endhint %}

### **Decision-Making Mode**

When the team creator invites admin(s), the decision-making model shall be set up. See [**Invite Admins**](#invite-admins) for more information.

<mark style="color:green;">**The team creator shall consider the following two questions:**</mark>

1. How many admins do you (the team creator) need to co-manage your team? (It enables co-management)
2. How many administrators are required to make critical decisions together?

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/TimDFThnypgcp9pJLfLn/%E9%82%80%E8%AF%B7%E7%AE%A1%E7%90%86%E5%91%98%20%E5%90%88%20EN.png" alt=""><figcaption></figcaption></figure>

Once all admins have joined, the decision-making mode will be activated immediately.&#x20;

However, admins can change the existing decision-making model.

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/m0zaYTRT05MHTPegQytx/%E4%BF%AE%E6%94%B9%E5%86%B3%E7%AD%96%20%E5%90%88%20EN.png" alt=""><figcaption></figcaption></figure>

Once the decision-making mode is modified, no further changes can be made unless the existing modification is rejected or approved.

{% hint style="success" %}
You can go to Manage Members -> Admins to `View Approval Status`.
{% endhint %}

### **Send & Receive**

Safeheron's sending and receiving functions are identical to those popular wallets.

Clear and simple, all in one step.

#### **Receive ETH**

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/vKiTVrSHvXGxSycIqf4d/%E6%8E%A5%E6%94%B6token%20%E5%90%88%20EN.png" alt=""><figcaption></figcaption></figure>

You can provide the sender with a QR code or the receiving address.

#### **Send TRX**

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/1sn2PF8EQ5fuxi3ktvPk/%E8%BD%AC%E8%B4%A61%20%E5%90%88%20EN.png" alt=""><figcaption></figcaption></figure>

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/AJhhLfEUF680p98prdrK/%E8%BD%AC%E8%B4%A62%20%E5%90%88%20EN.png" alt=""><figcaption></figcaption></figure>

Through Safeheron, you can transfer assets to the team wallets, whitelists (confirmed and approved), as well as receiving addresses.

{% hint style="success" %}
If co-management is enabled, transactions need to be approved to be signed by MPC.
{% endhint %}

### **Transaction Policy**

Safeheron supports configuring multi-dimensional transaction policies, including initiators, sources, destinations, assets, and limiting conditions. These policies help you manage fund transfers more securely and efficiently.

Please refer to [Policy Engine](/help-center/product-and-solution/dive-into-safeheron/policy-engine.md) for more details.

#### Configure Transaction Policies

In Safeheron, team members with the `Manage Transaction Policies` permission can configure and modify transaction policies by navigating to `Web Console` ➡️ `Policy Engine` ➡️ `Transaction Policy`.

This feature enables teams to tailor policies to their specific needs, ensuring both transaction security and compliance.

<figure><img src="https://1144952454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRN8kRfl2uPxOwStzznzu%2Fuploads%2F45rIMy1SCCAhtP1kzTQK%2F%E8%BD%AC%E8%B4%A6%E7%AD%96%E7%95%A5%20EN.png?alt=media&amp;token=02e108dc-439b-4b6f-84fa-5558044d9f6d" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
If no policies are configured, all transactions will be blocked.
{% endhint %}

### Whitelist Setup

Setting up a whitelist is an efficient way to ensure the security and efficiency of your transactions since all addresses must be confirmed and approved by the team and cannot be tampered with.

#### **Add Whitelist**

Set the address name, type, and address. For your security, Safeheron strongly suggests 2-Factor Authentication be enabled.

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/dCtPJverQBfp6z00Fhon/%E6%B7%BB%E5%8A%A0%E7%99%BD%E5%90%8D%E5%8D%95%20EN.png" alt=""><figcaption></figcaption></figure>

**Delete Whitelist**

If you want to delete a single whitelist, slide the address to the right, click `Delete`, and a confirmation page will appear.

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/VOcVDBF5BVk3HCVOyzFx/%E5%88%A0%E9%99%A4%E7%99%BD%E5%90%8D%E5%8D%95%20EN.png" alt=""><figcaption></figcaption></figure>

**Modify Whitelist**

If you want to modify any of your whitelist, just click the icon in the top right corner of the whitelist you want to modify, paste the new whitelist address, and then click the save button.

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/qzOmqsjt0vxzofHxxel1/%E4%BF%AE%E6%94%B9%E7%99%BD%E5%90%8D%E5%8D%95%20EN.png" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
If your team has enabled co-management, then adding or modifying whitelist addresses will require team approval.
{% endhint %}

## **Safeheron Web Console**

Go to <https://www.safeheron.com> (Safeheron official website) and click `Log In`.

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/JrSQ8mzGFaDXI9Jcinz7/%E9%A6%96%E9%A1%B5%E7%99%BB%E9%99%86%20EN.png" alt=""><figcaption></figcaption></figure>

Scan the code via the Safeheron App to log into the Safeheron Web Console.

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/aY5sZEyCYZ6HyzBw09Zy/web%20%E4%BA%8C%E7%BB%B4%E7%A0%81%20EN.png" alt=""><figcaption></figcaption></figure>

After scanning the QR code on the web browser, you need to confirm the login on the Safeheron App.

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/uJSLg0mU98iNpYr67zyU/%E6%89%8B%E6%9C%BA%E7%A1%AE%E8%AE%A4%20EN.PNG" alt="" width="188"><figcaption></figcaption></figure>

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/g5yjiQkUVuG4icklOH1q/web%20%E7%AD%89%E5%BE%85%E7%A1%AE%E8%AE%A4%20EN.png" alt=""><figcaption></figcaption></figure>

Once the Safeheron App confirms login, simply select the team you want to access on the Safeheron Web Console.

### **Send and Receive Tokens**

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/w55E7GrA5XSQIrqqE8nC/web%20%E9%92%B1%E5%8C%85%E8%BD%AC%E8%B4%A61%20EN.png" alt=""><figcaption></figcaption></figure>

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/WGISm2YjVqYU2uyb8NXG/web%20%E9%92%B1%E5%8C%85%E8%BD%AC%E8%B4%A62%20EN.png" alt=""><figcaption></figcaption></figure>

### **Download Wallet Data File**

The Safeheron Web Console allows you to download wallet data file.

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/nkMsmEKjBP5AKRtMFB9R/%E4%B8%8B%E8%BD%BD%E9%92%B1%E5%8C%85%E6%96%87%E4%BB%B6%20EN.png" alt=""><figcaption></figcaption></figure>

### Hide Wallets

The Safeheron Web console allows hiding specific wallets.

Click the hide button to the right of the wallet name to hide that wallet.

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/HEpXKhhZKze6IAzG5YoF/%E9%9A%90%E8%97%8F%E9%92%B1%E5%8C%851%20EN.png" alt=""><figcaption></figcaption></figure>

### Unhide Wallets

If you want to restore a hidden wallet, refer to the following process.

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/0wjcuyR8ntaH1AdlyDo8/%E9%9A%90%E8%97%8F%E9%92%B1%E5%8C%852%20EN.png" alt=""><figcaption></figcaption></figure>

Select the wallet you want to unhide it on the Safeheron Web console.

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/DskNkjnMHU5EsD4qf79z/%E9%9A%90%E8%97%8F%E9%92%B1%E5%8C%853%20EN.png" alt=""><figcaption></figcaption></figure>

### **View & Export Transaction History**

The Safeheron Web Console allows you to easily view and export needed transaction history.

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/DnYfSF08VmwLtwi849KO/%E6%9F%A5%E7%9C%8B%E5%AF%BC%E5%87%BA%E5%8E%86%E5%8F%B2%20EN.png" alt=""><figcaption></figcaption></figure>

### Asset Analysis

The Asset Analysis module supports you in quickly viewing the inflow and outflow of assets.

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/7qDTQnnhCcLXBC5TopWD/%E6%8E%A7%E5%88%B6%E5%8F%B0%E5%88%86%E6%9E%90%20EN.png" alt=""><figcaption></figcaption></figure>

### Manage Whitelists

The Safeheron Web console supports managing whitelists, such as adding, modifying, and deleting whitelist operations.

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/GfkLScRkWbwxGtsuINfj/%E6%8E%A7%E5%88%B6%E5%8F%B0%E7%99%BD%E5%90%8D%E5%8D%95%20EN.png" alt=""><figcaption></figcaption></figure>

Check out the same process in [#whitelist-setup](#whitelist-setup "mention").

## **Safeheron Browser Extension**

### Download Safeheorn Browser Extension

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/sa8wvb2a8qQ7CO5e8ljK/%E4%B8%8B%E8%BD%BD%E6%8F%92%E4%BB%B61%20EN.png" alt=""><figcaption></figcaption></figure>

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/mH0G3FmcGaclVhzdVlbv/%E4%B8%8B%E8%BD%BD%E6%8F%92%E4%BB%B62%20EN.png" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}

* The Safeheron Extension is currently only available for Chrome. In order not to conflict with other extensions, please use a new Chrome account to download it.
* Once the extension has been installed, pin Safeheron in the Chrome Extension Manager for easy access.
  {% endhint %}

### Log Into Safeheron Browser Extension

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/j000bhn5cCTA1NZchZwi/%E7%99%BB%E9%99%86%E6%8F%92%E4%BB%B61%20%E5%90%88%20EN.png" alt=""><figcaption></figcaption></figure>

<figure><img src="https://content.gitbook.com/content/RN8kRfl2uPxOwStzznzu/blobs/beCzPNfP7mXjajjBExcQ/%E7%99%BB%E9%99%86%E6%8F%92%E4%BB%B62%20%E5%90%88%20EN.png" alt=""><figcaption></figcaption></figure>

Click `Connect` on Safeheron App to log into Safeheron Browser Extension, interacting with all EVM chains.

***

Above are the introduction and user guide for the main features of the Safeheron App, Safeheron Web Console, and Safeheron Browser Extension.&#x20;

If you have any questions or suggestions, you are more than welcome to contact us at <support@safeheron.com>!
