Overview
After you sign up as a new customer and verify your identity, and as you set up your Fireblocks Console, you will encounter our guidance widget in your Get Started page. This widget is designed to thoroughly walk you through the steps you need to take in the system to become an active user. It also provides explanations and illustrations of the steps you are expected to take, and their importance. The widget remains in the background and follows your progress to make sure you complete all the necessary steps and begin to actively engage with our system.
How to use the guidance widget
The widget is titled Set up the basics, and the first assignment, Generate workspace keys, is marked as completed, since you have already generated your keys at this stage. The widget then takes you through a series of assignments, each of which presents you with links and guidance on how to carry out specific tasks.
Below is an example of the guidance process:
- Within the Set up the vault assignment, select the Create a vault account task.
A short explanation about creating a vault account appears as well as a link for learning more about it in the Help Center. - Select the Create vault account button for the vault accounts dashboard. Follow the text bubble prompt and select the + Create vault account button.
- In the upper-central section of the dashboard, the Get started widget stays in the background, keeping track of the remaining tasks needed to complete the process.
- Once you have created the vault account, the Get started widget opens, indicating that the task is completed, and showing you what other assignments you have left to complete in the getting started process.
You can also manually mark certain tasks as completed even if you do not engage with them if you decide they are not necessary for your process. - Once you have completed all of your designated assignments, the widget informs you that you are done, and you can hide it as well as the entire Get Started page from your workspace, if no longer needed.