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Overview

Grant configurations define the types of token grants your organization issues. Each configuration specifies the grant type, signing requirements, and default settings. All grants are created from a configuration template.

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Grant Types

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Creating a Configuration

1

Navigate to Grant Configurations

Go to Grants → Grant Configurations in the sidebar.
2

Click Create

Click Create Grant Configuration to open the setup form.
3

Select the grant type

Choose RTU, RTA, TPA, or TOKEN_BONUS.
4

Name the configuration

Give it a descriptive name (e.g., “Standard 4-Year RTU” or “Q1 Bonus”).
5

Configure signing tabs

Set up any document signing requirements for grants of this type.
6

Save

Click Save to create the configuration.

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Managing Configurations

From the Grant Configurations page, you can:
  • Edit — Update the name, type, or signing requirements
  • View grants — See all grants created with this configuration
  • Archive — Deactivate a configuration (existing grants are not affected)

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Using Configurations via API

API: Use List Grant Configurations to retrieve all configurations. Pass the grantConfigurationID when creating grants via Add Single Grant.