Coinshift
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  • ๐ŸŒWelcome to Coinshift
  • About Us
    • ๐ŸŽฆIntroduction
    • ๐Ÿ‘๏ธโ€๐Ÿ—จ๏ธOverview
    • ๐ŸงฑUnified Dashboard
  • Primer & Peaks
    • ๐Ÿ‘‰First Steps
    • ๐ŸŒŸPopular Features
  • Getting Started
    • ๐Ÿ›—Setting up a New Organisation
      • ๐ŸคณRequest Access
      • ๐ŸŽซSign Up
      • ๐ŸขCreate a New Organisation
        • ๐Ÿ’ปCreate Organisation from Coinshift Dashboard
        • ๐Ÿ”Switch Organisations
      • ๐Ÿ—ณ๏ธAdd Accounts (Safes, Wallets, etc.)
        • ๐Ÿ’ธAdd Existing Safes
        • ๐Ÿ—ƒ๏ธCreate a New Safe
          • ๐Ÿ’ฐTransfer Assets To Your Safe
    • ๐ŸคJoining an Existing Organisation
    • ๐Ÿ’ปLogging In
    • ๐Ÿ””Setup Notifications
      • โš’๏ธConnect Slack for an Org
      • ๐Ÿ› ๏ธConnect Discord for an Org
      • ๐ŸงฉConnect Slack for an Account
      • ๐Ÿค–Connect Discord for an Account
      • ๐Ÿ“ฉViewing Notifications in Slack and Discord
      • โธ๏ธChange Account Preferences: Disconnect Notifications
      • ๐Ÿ”Discord: Adding Coinshift Roles & Bot to private channels
      • โ˜‘๏ธDiscord: Check Your Permissions
      • ๐Ÿ‘พAdd Members to Discord Server & Channel
  • How-To Guides
    • ๐Ÿ“‹How to Add Accounts
    • ๐Ÿ‘ฅHow to Add Members
    • โ„๏ธHow to make a Mass Payout
    • ๐Ÿ“ฑHow to interact with DeFi Apps
  • Coinshift Walkthrough
    • ๐Ÿ“ฝ๏ธOverview
    • ๐ŸšปUsers
    • ๐Ÿ’นPortfolio Management
      • ๐Ÿ’ตToken Portfolio Tracking (ERC-20)
        • ๐Ÿช™Add Additional Tokens
      • ๐Ÿค–NFT Portfolio Tracking
    • ๐Ÿ“ˆReporting
      • ๐ŸŽฏPortfolio History
      • ๐Ÿ“ŠCash Flow Tracker
    • ๐Ÿ“ฑCoinshift Apps
      • AAVE
      • CoW Swap
      • Hedgey
      • 1inch
      • LI.FI
      • ParaSwap
      • Request Finance
      • Superfluid
        • โฒ๏ธStream Payout
      • Transaction Builder
    • ๐Ÿ—ณ๏ธAccount Management
      • ๐ŸšฎRemove Account
      • ๐Ÿ†•Add Signers
      • โœ‚๏ธRemove Signers
      • ๐Ÿ”Swap Signers
      • ๐Ÿ’ซChange Safe Name
      • ๐ŸŽš๏ธChange Threshold
      • โ„น๏ธAdding a Safe as a Non-Signer
      • ๐Ÿ›„Filter A Safe
    • ๐ŸŽ›๏ธTransaction Management
      • โ˜„๏ธProposals
        • ๐Ÿ“ฌProposal Management
        • ๐Ÿ”ฐActive And Discarded Proposals
      • ๐ŸชœQueue
      • ๐Ÿ”ŽHistory
      • ๐Ÿ›„Filter Transactions
      • โฌExport Transactions
      • ๐Ÿ†•Add Labels and Notes
      • โŽOn-chain Transaction Rejection
    • ๐Ÿ“คFund Management
      • โ„๏ธMass Payout
        • ๐Ÿช™Mass Payout in a Single Token
        • โœจMass Payout (Multiple Tokens)
        • โซMass Payout via CSV Upload
        • ๐Ÿ“‘Duplicating Transactions
      • ๐Ÿ”Recurring Payout
    • ๐Ÿ“œContact Management
      • ๐Ÿ†•Add Contact
      • โœ๏ธEdit Contact
      • ๐ŸšฎRemove Contact
      • ๐Ÿ“Bulk Import Contact
    • ๐Ÿท๏ธLabel Management
      • ๐Ÿ†•Add Label
      • โœ๏ธEdit Label
      • ๐ŸšฎArchive/ Unarchive Label
    • ๐Ÿ‘คMember Management
      • ๐Ÿ†•Add Member
      • ๐ŸšฎDeactivate Member
      • ๐Ÿ”ŽFilter & Search Members
    • ๐Ÿ“ฑSupported Wallets
      • ๐Ÿ”Hardware Wallet Support
        • โ˜‘๏ธPrerequisite
    • โš™๏ธSettings
  • FAQs
    • โ”FAQ: General Information
    • โœจFAQ: Onboarding
    • ๐Ÿ””FAQ: Notifications
    • ๐Ÿš€FAQ: Transactions & Operations
    • ๐Ÿ“ฑFAQ: Coinshift Apps
    • ๐Ÿ”FAQ: Hardware Wallets
    • โ“Technical Concerns & Troubleshoot
  • Resources
    • ๐Ÿ“–Glossary
    • ๐ŸงพBlog
    • ๐ŸŒˆSupport and Community
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๐ŸŒWelcome to Coinshift

Explore the Coinshift support docs here!

Our detailed guide navigates you through the application, demonstrating key features and functionalities to help you fully optimise your Coinshift experience. Embark on your journey with confidence, knowing you have the necessary insights at your fingertips.

  1. For real-time updates, make sure to follow us on Twitter.

  2. Want to join the conversation? Hop into our Discord and connect with fellow Coinshift enthusiasts.

  3. Book a call here with the Coinshift team.

Our documentation is neatly organised into multiple sections for your ease:

  • Core Insights: Dive into essential details about Coinshift.

  • Featured Reads: Explore articles highlighting key product features.

  • Resource Hub: Curated content and resources to enhance your understanding.

  • Connect with Us: Have questions? Reach out directly to our team.

New to Coinshift? Explore the About Us section to learn more.

Ready to embark on the Coinshift journey? Start here.

For immediate assistance or queries, visit our FAQs.

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Last updated 7 months ago

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