Magna Admins
magna.so
  • Welcome to Magna
  • Product Guides
    • Magna Quickstart Guide
      • Step 1: Set Up Key Project Details
        • Step 1A: How To Edit Project Details
        • Step 1B: How To Add Project Token(s)
        • Step 1C: How To Add Admin Wallet(s)
          • How To Configure Gnosis Safe Multisig Wallet
        • Step 1D: How To Create A Vesting Contract
        • Step 1E: How To Add & Edit A Team Member
      • Step 2: Create Unlock Schedules
        • How To Edit or Delete A Schedule
      • Step 3: Complete Your Onboarding Sheet
        • How To Find The Onboarding Sheet Template
        • How To Fill Out Your Sheet
        • How To Upload Your Sheet
    • How To Add & Edit Allocations
      • Allocation Overview
      • How To Add Allocations & Stakeholders
        • Import Allocations (Bulk)
        • Create Allocation (Individual)
      • How To Edit & Delete Allocations & Stakeholders
      • How To Edit Stakeholder Email Address
      • How To Edit Stakeholder Wallet Address
      • How To Export Allocations (CSV)
      • How To Upload & Delete Allocation Documents
      • Vesting vs Unlock Schedules
    • How To Fund Allocations
      • How To Fund Claims
      • How To Fund Airdrops
      • How To Fund with Tax Withholding
      • How To Set Up Test Transaction
    • Admin Post-Fund Allocation Actions
      • How To Claim Your Tokens
    • Admin App Views
      • View Details About The Vesting Contract
      • View Your Project Dashboard
      • View All Allocations Across The Project
      • View A Single Allocation For A Stakeholder
      • View Your Audit Log
    • FAQs
  • Custom Engagements
    • Case Studies
    • Custom Claim Portal FAQs
  • Privacy & Security
    • Privacy & Terms
    • Security at Magna
    • Data Protection
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On this page
  • Viewing All Allocations Across The Project
  • Viewing a Single Allocation For A Stakeholder
  • Audit Log
  • Administrative User Management

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  1. Product Guides

Admin App Views

This page contains the various views available to Project Admins, including detailed descriptions for each.

PreviousHow To Claim Your TokensNextView Details About The Vesting Contract

Last updated 6 months ago

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Viewing All Allocations Across The Project

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.

  • Allocation Table: Each row represents a unique allocation and displays information such as Allocation ID, Stakeholder Name, Category (e.g., "Employee Grant”, "Uncategorized", or “Investor”), Total Allocation Amount, and percent of tokensFunded, Releasable, and Received.

  • Add Allocation Button: Initiates a workflow to add new allocations, either individually or in bulk via a CSV template.

  • Search and Filter Tools: These are available for narrowing down the list based on specific criteria, such as "Category" or "Status." The allocations we see on this screen have statuses including “Pending Airdrop” (meaning tokens have vested and are ready to be sent to those stakeholders, as well as “Missing Wallet” (meaning those stakeholder profiles need to have a wallet address added before tokens can be transferred.


Viewing a Single Allocation For A Stakeholder

An allocation within Magna represents a grant of tokens to a stakeholder with an associated vesting or unlock schedule. Below is a screenshot of the Allocation Detail Page.

The allocation detail page shows the key information of an allocation:

  • Status: Below are a list of status options that will appear.

    • Up To Date: All tokens that are supposed to have been received have been received. There is no action required.

    • Claim Available: There are tokens available to be claimed from the vesting contract. A “Claim” button will also be present on the page that guides stakeholders through claiming their tokens from the vesting contract.

    • Pending Airdrop: These are tokens that have vested or unlocked but have yet to be airdropped by the project.

    • Cancelled: If an allocation has been cancelled by the project. No further tokens are expected to be claimable or airdropped in the future.

  • Category: Used to group and organize allocations together in the app.

  • Stakeholder: The stakeholder associated with this allocation.

  • Allocation Summary: An overview of the total tokens allocated, unlocked, funded, and received by the recipient.

  • Allocation Timeline: A timeline view that showed the dates of individual unlocks.

  • Unlock Dates: A tabular view of the individual unlocks.

  • Unlock Terms: A description of the unlock schedule terms for the allocation in question.

  • Wallet: The receiving wallet associated with the allocation.


Audit Log

An audit log can be viewed by all administrative users and details any and all actions taken within the platform by both administrative users, stakeholders, and even Magna team members that take actions in response to administrator requests. The audit log tracks any and all actions and changes related to allocations, stakeholders, transactions, wallets, and more.


Administrative User Management

The “Team” page is where administrative users can be added or removed from your company. These are users that have the ability to see details about all allocations across the company. The current permissions that Magna supports include:

  • Super Admin: Has the ability to add or remove admins.

  • Admin: Has the ability to view, add, and edit allocations and stakeholders, as well as initiate transactions.

  • Viewer: Can only view allocations and stakeholders but cannot add or edit them.

In the future, Magna will be adding further granular roles including a Manager, who can only view allocations for specific stakeholders.

This screenshot displays the Allocations Page from Magna's platform.
Screenshot above: Allocation detail page showing the details of a particular allocation for 50,000 MCOIN to Lucy Hale with an unlock schedule starting 10/30/2022, with 25% unlocking at year 1 followed by monthly vesting for 4 subsequent years.
Top: A view of the Team page showing administrative users of the application. Right: A view of the form to add administrative users.