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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  1. Product Guides
  2. How To Add & Edit Allocations

How To Add Allocations & Stakeholders

IMPORTANT: Please ensure you followed all of the steps within the Magna Quickstart Guide before adding allocations/stakeholders.

PreviousAllocation OverviewNextImport Allocations (Bulk)

Last updated 6 months ago

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Follow the steps below ().

  1. Navigate to the “Allocations” tab.

  2. Make sure the correct token is selected in the drop down on the top-left corner of the screen.

  3. On the top-right corner, you will see two options:

    1. : This is the best option if you have a significant amount of stakeholders you want to upload all at once.

    2. : This is the best option if you have just one or a few stakeholders you want to upload.

Please review the '' section to ensure your CSV is in the correct format before you import/upload to the app.

see video guide here
Import Allocations
Create Allocations
How To Fill Out Your Onboarding Sheet