# Product Guides - [Magna Quickstart Guide](https://docs.magna.so/admins/product-guides/magna-quickstart-guide.md): Once you have access to the Magna app, there are a few very important preliminary steps you'll need to take to ensure everything is set up correctly - [Step 1: Set Up Key Project Details](https://docs.magna.so/admins/product-guides/magna-quickstart-guide/step-1-set-up-key-project-details.md): There are a few actions you'll need to take in the Settings tab to ensure your project is set up correctly prior to using the app fully. - [Step 1A: How To Edit Project Details](https://docs.magna.so/admins/product-guides/magna-quickstart-guide/step-1-set-up-key-project-details/step-1a-how-to-edit-project-details.md): The initial setup steps involve configuring the key details in Magna. - [Step 1B: How To Add Project Token(s)](https://docs.magna.so/admins/product-guides/magna-quickstart-guide/step-1-set-up-key-project-details/step-1b-how-to-add-project-token-s.md): You will need to have your token contract address handy for this step. - [Step 1C: How To Add Admin Wallet(s)](https://docs.magna.so/admins/product-guides/magna-quickstart-guide/step-1-set-up-key-project-details/step-1c-how-to-add-admin-wallet-s.md): This wallet controls the vesting contract. It is used to create and cancel on-chain allocations, so you will need to have the tokens deposited into it in order to fund the tokens to your stakeholders. - [How To Configure Gnosis Safe Multisig Wallet](https://docs.magna.so/admins/product-guides/magna-quickstart-guide/step-1-set-up-key-project-details/step-1c-how-to-add-admin-wallet-s/how-to-configure-gnosis-safe-multisig-wallet.md): See below on how to use Gnosis Safe within the Magna platform using WalletConnect, a signing standard in web3. It includes guided steps and videos. - [Step 1D: How To Create A Vesting Contract](https://docs.magna.so/admins/product-guides/magna-quickstart-guide/step-1-set-up-key-project-details/step-1d-how-to-create-a-vesting-contract.md) - [Step 1E: How To Add & Edit A Team Member](https://docs.magna.so/admins/product-guides/magna-quickstart-guide/step-1-set-up-key-project-details/step-1e-how-to-add-and-edit-a-team-member.md) - [Step 2: Create Unlock Schedules](https://docs.magna.so/admins/product-guides/magna-quickstart-guide/step-2-create-unlock-schedules.md): First, it's important to make sure you understand the difference between a vesting and unlock schedule within the params of Magna (see the below article for a thorough breakdown). - [How To Edit or Delete A Schedule](https://docs.magna.so/admins/product-guides/magna-quickstart-guide/step-2-create-unlock-schedules/how-to-edit-or-delete-a-schedule.md) - [Step 3: Complete Your Onboarding Sheet](https://docs.magna.so/admins/product-guides/magna-quickstart-guide/step-3-complete-your-onboarding-sheet.md): Filling out your allocations' onboarding sheet correctly is a crucial step. Schedules must be added in Magna first, in order to finish filling out your onboarding sheet. - [How To Find The Onboarding Sheet Template](https://docs.magna.so/admins/product-guides/magna-quickstart-guide/step-3-complete-your-onboarding-sheet/how-to-find-the-onboarding-sheet-template.md): Filling out your allocations' onboarding sheet correctly is a crucial step. Schedules must be added in Magna first, in order to finish filling out your onboarding sheet. - [How To Fill Out Your Sheet](https://docs.magna.so/admins/product-guides/magna-quickstart-guide/step-3-complete-your-onboarding-sheet/how-to-fill-out-your-sheet.md): Filling out your allocations' onboarding sheet correctly is a crucial step. Schedules must be added in Magna first, in order to finish filling out your onboarding sheet. - [How To Upload Your Sheet](https://docs.magna.so/admins/product-guides/magna-quickstart-guide/step-3-complete-your-onboarding-sheet/how-to-upload-your-sheet.md): Filling out your allocations' onboarding sheet correctly is a crucial step. Schedules must be added in Magna first, in order to finish filling out your onboarding sheet. - [Emergency Playbook](https://docs.magna.so/admins/product-guides/emergency-playbook.md): If there is a compromised wallet or email, you can follow either of the below options to secure an allocation. - [How To Add & Edit Allocations](https://docs.magna.so/admins/product-guides/how-to-add-and-edit-allocations.md) - [Allocation Overview](https://docs.magna.so/admins/product-guides/how-to-add-and-edit-allocations/allocation-overview.md): First understand the basics of what an allocation is and how to customize them within the Magna platform. - [How To Add Allocations & Stakeholders](https://docs.magna.so/admins/product-guides/how-to-add-and-edit-allocations/how-to-add-allocations-and-stakeholders.md): IMPORTANT: Please ensure you followed all of the steps within the Magna Quickstart Guide before adding allocations/stakeholders. - [Import Allocations (Bulk)](https://docs.magna.so/admins/product-guides/how-to-add-and-edit-allocations/how-to-add-allocations-and-stakeholders/import-allocations-bulk.md) - [Create Allocation (Individual)](https://docs.magna.so/admins/product-guides/how-to-add-and-edit-allocations/how-to-add-allocations-and-stakeholders/create-allocation-individual.md) - [How To Edit & Delete Allocations & Stakeholders](https://docs.magna.so/admins/product-guides/how-to-add-and-edit-allocations/how-to-edit-and-delete-allocations-and-stakeholders.md) - [How To Edit Stakeholder Email Address](https://docs.magna.so/admins/product-guides/how-to-add-and-edit-allocations/how-to-edit-stakeholder-email-address.md): Admins can do this via the "Transfer Allocation Ownership" feature. See instructions below. - [How To Edit Stakeholder Wallet Address](https://docs.magna.so/admins/product-guides/how-to-add-and-edit-allocations/how-to-edit-stakeholder-wallet-address.md): In order to do this, you will need to transfer the allocation to a new wallet. See step by step instructions below: - [How To Export Allocations (CSV)](https://docs.magna.so/admins/product-guides/how-to-add-and-edit-allocations/how-to-export-allocations-csv.md): You can export your allocations as a CSV file so you have a shareable record of who is in the Magna app. This is also generally required as a first step when migrating off Magna. - [How To Upload & Delete Allocation Documents](https://docs.magna.so/admins/product-guides/how-to-add-and-edit-allocations/how-to-upload-and-delete-allocation-documents.md): This is helpful for admins who would like to upload important documentation related to their allocations, such as token agreements, SAFTs, or other investment/employment documents. - [Vesting vs Unlock Schedules](https://docs.magna.so/admins/product-guides/how-to-add-and-edit-allocations/vesting-vs-unlock-schedules.md) - [How To Schedule Cancellation of Allocations](https://docs.magna.so/admins/product-guides/how-to-add-and-edit-allocations/how-to-schedule-cancellation-of-allocations.md): Admins can schedule a cancellation on any Airdrop allocations - [How To Fund Allocations](https://docs.magna.so/admins/product-guides/how-to-fund-allocations.md): Magna allows you to fund/distribute via claim or direct transfer (aka airdrop). We also allow you to stay compliant by working with HR providers to fund allocations with tax withholding. - [How To Fund Claims](https://docs.magna.so/admins/product-guides/how-to-fund-allocations/how-to-fund-claims.md): Each section title contains a hyperlink to its corresponding video demo for a more thorough guide. - [How to fund new allocations](https://docs.magna.so/admins/product-guides/how-to-fund-allocations/how-to-fund-claims/how-to-fund-new-allocations.md): When you add new allocations, or after investors their wallet to an allocation without a wallet, here is how to quickly fund it. - [Fund As You Go and Topping Up Allocations](https://docs.magna.so/admins/product-guides/how-to-fund-allocations/how-to-fund-claims/fund-as-you-go-and-topping-up-allocations.md) - [How To Fund Airdrops](https://docs.magna.so/admins/product-guides/how-to-fund-allocations/how-to-fund-airdrops.md): Each section title contains a hyperlink to its corresponding video demo for a more thorough guide. - [How To Fund with Tax Withholding](https://docs.magna.so/admins/product-guides/how-to-fund-allocations/how-to-fund-with-tax-withholding.md) - [Admin Post-Fund Allocation Actions](https://docs.magna.so/admins/product-guides/admin-post-fund-allocation-actions.md) - [How To Claim Your Tokens](https://docs.magna.so/admins/product-guides/admin-post-fund-allocation-actions/how-to-claim-your-tokens.md): Below are instructions on how to claim your tokens as an admin and non-admin stakeholder - [How to trigger a claim for a stakeholder](https://docs.magna.so/admins/product-guides/admin-post-fund-allocation-actions/how-to-trigger-a-claim-for-a-stakeholder.md) - [Admin App Views](https://docs.magna.so/admins/product-guides/admin-app-views.md): This page contains the various views available to Project Admins, including detailed descriptions for each. - [View Details About The Vesting Contract](https://docs.magna.so/admins/product-guides/admin-app-views/view-details-about-the-vesting-contract.md): Follow the below steps to view the details of the deployed vesting contract: - [View Your Project Dashboard](https://docs.magna.so/admins/product-guides/admin-app-views/view-your-project-dashboard.md): This is the overall hub for high-level insights on your token, stakeholder, and on-chain activity: - [View All Allocations Across The Project](https://docs.magna.so/admins/product-guides/admin-app-views/view-all-allocations-across-the-project.md): This page provides a comprehensive view of all token allocations within the company. This is the key interface that provides a filterable view of all allocations. - [View A Single Allocation For A Stakeholder](https://docs.magna.so/admins/product-guides/admin-app-views/view-a-single-allocation-for-a-stakeholder.md) - [View Your Audit Log](https://docs.magna.so/admins/product-guides/admin-app-views/view-your-audit-log.md) - [FAQs](https://docs.magna.so/admins/product-guides/faqs.md): Below is a list of your most frequently asked questions. Please visit our Help Center (help.magna.so) to learn more. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.magna.so/admins/product-guides.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.