> ## Documentation Index
> Fetch the complete documentation index at: https://docs.toku.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding Checklist

> Complete your TGA account setup in 6 steps

## Overview

When you first log in as a Client Admin, the TGA dashboard shows a setup checklist that walks you through everything needed to start managing token grants. Complete all 6 steps to fully configure your organization.

***

## Step 1: Add Employees to People Directory

Upload your employees who will receive token grants. You can add them one at a time or upload a CSV.

<Steps>
  <Step title="Open the Add Employees modal">
    Click **Upload** next to "Add employees to people directory" in the checklist. The **Add Employees** modal opens.
  </Step>

  <Step title="Choose your method">
    * **Manual Entry** tab: Add employees one by one — enter First name, Last name, and Email address. Click **Add Another** to add more rows.
    * **CSV Upload** tab: Upload a spreadsheet with columns for first name, last name, email, and optional fields like department, country, and external employee ID.
  </Step>

  <Step title="Submit">
    Click **Add Employees** to save. The step is marked complete and the button changes to **Manage**.
  </Step>
</Steps>

<Tip>
  **API:** Use [Create User Role in Org](/api/employees/create-user-role-in-org) to add employees programmatically, or [Batch Update Roles](/api/employees/batch-update-roles) for bulk operations.
</Tip>

***

## Step 2: Create a Grant Configuration

Define what type of token grants your organization issues.

<Steps>
  <Step title="Open the Create Grant Type modal">
    Click **Create** next to "Create a grant configuration" in the checklist. The **Create Grant Type** modal opens.
  </Step>

  <Step title="Select a grant type">
    Choose from:

    * **RTU** — Restricted Token Unit: Tokens subject to vesting and restrictions
    * **RTA** — Restricted Token Award: Token awards with conditional restrictions
    * **Token Bonus** — Performance-based token rewards
    * **TPA** — Token Purchase Agreement: Agreements for token purchases
    * **Other** — Enter a custom grant type name
  </Step>

  <Step title="Confirm">
    Click **Create Grant Type** to save. The step is marked complete and the button changes to **Manage**. You can create additional grant types later from **Grants → Grant Configurations**.
  </Step>
</Steps>

<Tip>
  **API:** Use [List Grant Configurations](/api/grants/list-grant-configurations) to retrieve your configurations.
</Tip>

***

## Step 3: Configure Vesting Schedules

Set up how tokens vest over time using pre-built templates or a custom schedule.

**Pre-built templates:**

| Template                 | Description                                                            |
| ------------------------ | ---------------------------------------------------------------------- |
| **4-Year, 1-Year Cliff** | Standard startup vesting — 25% at 12 months, then monthly over 3 years |
| **3-Year, No Cliff**     | Equal monthly vesting — \~2.78% per month for 36 months                |
| **2-Year Quarterly**     | 8 equal quarterly tranches — 12.5% every 3 months                      |
| **1-Year Monthly**       | 12 equal monthly tranches — \~8.33% per month                          |
| **Custom Schedule**      | Full control over frequency, tranches, and lockup periods              |

<Steps>
  <Step title="Open the Configure Vesting Schedule modal">
    Click **Create** next to "Configure vesting schedules" in the checklist. The **Configure Vesting Schedule** modal opens showing all available templates.
  </Step>

  <Step title="Select a template">
    Click on a pre-built template card to immediately create it, or click **Custom Schedule** to open the full vesting builder and define your own tranches.
  </Step>
</Steps>

Selecting a template immediately saves the schedule. The step is marked complete and the button changes to **Manage**.

***

## Step 4: Create Grants for Employees

Assign token grants to your employees. This step unlocks after completing steps 1–3.

<Steps>
  <Step title="Open the Create Grants modal">
    Click **Upload** next to "Create grants for employees" in the checklist. The **Create Grants** modal opens.
  </Step>

  <Step title="Add grants">
    * **Manual Entry** tab: Fill in per-employee grant fields:
      * **Employee Email** — select from your people directory
      * **Grant Name** — defaults to current quarter (e.g. "Q1 2026 Grant")
      * **Grant Amount** — number of tokens
      * **Grant Type** — e.g. RTU Grant
      * **Asset Type** — TOKEN or FIAT
      * **Vesting Start Date** — defaults to today
      * **Grant Date** — defaults to today
      * **Grant Currency** — defaults to USD
      * **Vesting Template** — select from your configured schedules
      * **Section 83(b) Eligible** — Yes or No
    * **CSV Upload** tab: Upload a spreadsheet with the above fields for bulk grant creation.

    Click **Add Another Grant** to add multiple grants in one submission.
  </Step>

  <Step title="Submit">
    Click **Create Grants** to save all grants.
  </Step>
</Steps>

<Tip>
  **API:** Use [Add Single Grant](/api/grants/add-single-grant) or [Create Grant for New Hire](/api/grants/create-grant-for-new-hire) to create grants programmatically.
</Tip>

***

## Step 5: Set Up Wallet Settings

Configure which blockchain networks and token contract your organization uses for settlements.

<Steps>
  <Step title="Open Wallet Settings">
    Click **Set Up** next to "Set up wallet settings" in the checklist. The **Wallet Settings** modal opens with two sections: **Networks** and **Token Contract Address**.
  </Step>

  <Step title="Select networks">
    Click one or more network pills to add them. Supported networks:
    **Ethereum**, **Base**, **Solana**, **Polygon**, **Arbitrum**, **Optimism**, **Avalanche**, or **Custom**.

    Added networks appear as a list below the pills. Click the trash icon to remove a network.
  </Step>

  <Step title="Set your token contract address">
    Enter your token's contract address in the **Token Contract Address** field and click **Save**. This is used for distributions and wallet verification.
  </Step>

  <Step title="Close">
    Click **Close** to exit the modal. The step is marked complete and the button changes to **Manage**.
  </Step>
</Steps>

<Tip>
  **API:** Use [Get Networks](/api/tokens-and-networks/get-networks) and [Update Token Address](/api/organization/update-token-address) to configure programmatically.
</Tip>

***

## Step 6: Connect Custody Integration

Connect your custody provider for secure token distribution.

<Steps>
  <Step title="Open the Connect Custody Integration modal">
    Click **Connect** next to "Connect custody integration" in the checklist. The **Connect Custody Integration** modal opens.
  </Step>

  <Step title="Select a custody provider">
    Choose one of the four options:

    <CardGroup cols={2}>
      <Card title="Anchorage Digital" icon="shield-halved">
        Institutional-grade custody for digital assets with Anchorage Digital.
      </Card>

      <Card title="Fireblocks" icon="fire">
        Secure digital asset infrastructure for custody, transfer, and settlement.
      </Card>

      <Card title="Safe (Gnosis)" icon="vault">
        Multi-signature smart contract wallet for secure on-chain custody.
      </Card>

      <Card title="Off Platform" icon="building">
        Manage custody independently outside of the Toku platform.
      </Card>
    </CardGroup>
  </Step>

  <Step title="Enter credentials (Anchorage, Fireblocks, or Safe)">
    Follow the inline setup dialog for your chosen provider. You'll need API keys and configuration details from your custody account. The system verifies the connection before saving.
  </Step>
</Steps>

<Note>
  **Off Platform** allows you to acknowledge that custody is managed outside of Toku without providing integration credentials. This is suitable for organizations handling settlements independently.
</Note>

***

## After Setup

Once all 6 steps are complete (100%), the checklist can be dismissed and you have full access to:

<CardGroup cols={2}>
  <Card title="Grant Management" icon="award" href="/tga/client/creating-grants">
    Create, edit, terminate, and bulk upload grants
  </Card>

  <Card title="Distributions" icon="share-nodes" href="/tga/client/token-distributions">
    Manage vesting, settlements, and token distributions
  </Card>

  <Card title="Wallets" icon="wallet" href="/tga/client/wallet-setup">
    Manage recipient wallets and verification
  </Card>

  <Card title="Reports" icon="chart-line" href="/tga/client/reporting-and-compliance">
    Grant reports, activity logs, and compliance
  </Card>
</CardGroup>