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
  3. How To Add Allocations & Stakeholders

Create Allocation (Individual)

PreviousImport Allocations (Bulk)NextHow To Edit & Delete Allocations & Stakeholders

Last updated 6 months ago

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To add allocations one-at-a-time, click on "Create Allocation" in the top right to fill out a form per-person. This is the best option if you have just one or a few stakeholders you want to upload.

  1. Once you click "Create Allocations", select or create the 'Stakeholder'

  2. Add a wallet for them, or leave blank for them to add their own wallet

  3. Enter the 'Token Amount' you'd like to allocate

  4. Select or create the 'Category' this allocation corresponds to (i.e. investor, employee, influencer, etc.)

  5. Select the 'Distribution Type' (Claim vs. Airdrop)

  6. Select the 'Unlock Schedule' this allocation should follow

  7. Enter the 'Unlock Start' date and time (optional). NOTE: the time defaults to UTC so please make sure to convert accordingly.

See video demo here.