Operator guide
Run a controlled pilot
Check the release and permissions first. Keep test assets and review each recorded result before proceeding.
Before testing
Confirm the selected Solana network and that the deployed programs, app and database belong to the same reviewed release. Local test results alone do not confirm a deployment. Use test assets; availability depends on the configured release and services.
Use the required authority
Bootstrap requires the program’s upgrade authority. An operational replacement requires the proposed wallet to accept. Authority setup and acceptance →
Check current issuer permissions
KYB status and operating permissions are separate. Grant only the issuer actions needed for the pilot, and recheck revoked roles. Issuer operations →
Prepare before funds move
Vesting
Approve the exact terms, finish and finalize the Draft before its first unlock, and record it before funding. Check the remaining allocation and actual escrow balance. Vesting workflow →
Distributions
Review and save the original recipients, amounts and funding total. Execute only that saved plan and check its batch receipts. Distribution workflow →
When an action is interrupted
Keep the transaction signature and the saved request or account address. A submitted transaction can finish while the app or RPC is unavailable. Restore the existing plan or receipt and use its retry-record action. Do not create another sale, repeat a deposit or rebuild recipients to resolve a missing database record.
A pending or unavailable status is not proof of failure. Verify the chain result before retrying a transaction. Vesting and distribution setup resume their saved addresses and steps; confirmed returns are recorded separately from the refund transaction.
Review the result
Check the accepted document version, intended wallet, amount, remaining escrow and recorded status. Before testing a refund or surplus withdrawal, review the recipient reserve, deadline and current eligibility. Use the custody guide for those routes and the security reference for authority scope.