> For the complete documentation index, see [llms.txt](https://docs.coinshift.xyz/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.coinshift.xyz/business/coinshift-walkthrough.md).

# Coinshift Walkthrough

- [Overview](https://docs.coinshift.xyz/business/coinshift-walkthrough/overview.md): View your portfolio and pending transactions at a glance.
- [Users](https://docs.coinshift.xyz/business/coinshift-walkthrough/users.md): Understanding users and their roles in Coinshift.
- [Portfolio Management](https://docs.coinshift.xyz/business/coinshift-walkthrough/portfolio-management.md): Trace your tokens (ERC-20) and NFTs across multiple accounts and multiple networks.
- [Token Portfolio Tracking (ERC-20)](https://docs.coinshift.xyz/business/coinshift-walkthrough/portfolio-management/token-portfolio-tracking-erc-20.md): Live balances in token and USD values across multiple accounts and multiple networks.
- [Add Additional Tokens](https://docs.coinshift.xyz/business/coinshift-walkthrough/portfolio-management/token-portfolio-tracking-erc-20/add-additional-tokens.md): Manually add tokens that are not in the Coingecko top 1000 list.
- [NFT Portfolio Tracking](https://docs.coinshift.xyz/business/coinshift-walkthrough/portfolio-management/nft-portfolio-tracking.md): View NFTs across multiple accounts and multiple networks.
- [Reporting](https://docs.coinshift.xyz/business/coinshift-walkthrough/reporting.md): Get real-time insights into the health of your treasury, generate financial reports and increase transparency for your community and investors.
- [Portfolio History](https://docs.coinshift.xyz/business/coinshift-walkthrough/reporting/portfolio-history.md): Get historical token balances for your Safes in seconds, both in token value and USD equivalent.
- [Cash Flow Tracker](https://docs.coinshift.xyz/business/coinshift-walkthrough/reporting/cash-flow-tracker.md): Track all transactions by custom labels, tokens, accounts, and more.
- [Coinshift Apps](https://docs.coinshift.xyz/business/coinshift-walkthrough/coinshift-apps.md): Explore supported dApps, and experience human-readable interactions directly from your multi-sig Safes.
- [AAVE](https://docs.coinshift.xyz/business/coinshift-walkthrough/coinshift-apps/aave.md): How Coinshift users can lend and borrow assets on AAVE.
- [CoW Swap](https://docs.coinshift.xyz/business/coinshift-walkthrough/coinshift-apps/cow-swap.md): How Coinshift users can create limit orders to swap tokens on CoW Swap.
- [Hedgey](https://docs.coinshift.xyz/business/coinshift-walkthrough/coinshift-apps/hedgey.md): Customisable on-chain solutions: Token Vesting & Time Locks for DAOs.
- [1inch](https://docs.coinshift.xyz/business/coinshift-walkthrough/coinshift-apps/1inch.md): How Coinshift users can swap tokens on 1inch.
- [LI.FI](https://docs.coinshift.xyz/business/coinshift-walkthrough/coinshift-apps/li.fi.md): How Coinshift users can swap & bridge tokens on LI.FI.
- [ParaSwap](https://docs.coinshift.xyz/business/coinshift-walkthrough/coinshift-apps/paraswap.md): How Coinshift users can swap tokens on ParaSwap.
- [Request Finance](https://docs.coinshift.xyz/business/coinshift-walkthrough/coinshift-apps/request-finance.md): How Coinshift users can pay invoices raised by employees in a single click by using Request Finance.
- [Superfluid](https://docs.coinshift.xyz/business/coinshift-walkthrough/coinshift-apps/superfluid.md): Pay recipients by the second with real-time money streams. Change the way you interact with money.
- [Stream Payout](https://docs.coinshift.xyz/business/coinshift-walkthrough/coinshift-apps/superfluid/stream-payout.md): Put payroll on autopilot and delight contributors with money streams that pay by the second.
- [Transaction Builder](https://docs.coinshift.xyz/business/coinshift-walkthrough/coinshift-apps/transaction-builder.md): Simplify your DeFi moves, interact & strategise with smart contracts in a single transaction.
- [Account Management](https://docs.coinshift.xyz/business/coinshift-walkthrough/account-management.md): Take control of your Safe: A comprehensive guide to account management in Coinshift.
- [Remove Account](https://docs.coinshift.xyz/business/coinshift-walkthrough/account-management/remove-account.md): Steps to remove an account from an organisation.
- [Add Signers](https://docs.coinshift.xyz/business/coinshift-walkthrough/account-management/add-signers.md): Expand your team by adding more Signers to your existing Safe.
- [Remove Signers](https://docs.coinshift.xyz/business/coinshift-walkthrough/account-management/remove-signers.md): Removing existing Signers from a Safe.
- [Swap Signers](https://docs.coinshift.xyz/business/coinshift-walkthrough/account-management/swap-signers.md): Swapping out old Signer and onboarding new Signers.
- [Change Safe Name](https://docs.coinshift.xyz/business/coinshift-walkthrough/account-management/change-safe-name.md): Modify the default name of your Coinshift Safe.
- [Change Threshold](https://docs.coinshift.xyz/business/coinshift-walkthrough/account-management/change-threshold.md): Adjust the Safe's threshold.
- [Adding a Safe as a Non-Signer](https://docs.coinshift.xyz/business/coinshift-walkthrough/account-management/adding-a-safe-as-a-non-signer.md): Add Safe in read-only mode and monitor its activities.
- [Filter A Safe](https://docs.coinshift.xyz/business/coinshift-walkthrough/account-management/filter-a-safe.md): Filtering Safes based on networks and accounts.
- [Transaction Management](https://docs.coinshift.xyz/business/coinshift-walkthrough/transaction-management.md): Understanding transactions in Coinshift in detail.
- [Proposals](https://docs.coinshift.xyz/business/coinshift-walkthrough/transaction-management/proposals.md): What is a Proposal in Coinshift.
- [Proposal Management](https://docs.coinshift.xyz/business/coinshift-walkthrough/transaction-management/proposals/proposal-management.md): Understand how the proposal works in Coinshift.
- [Active And Discarded Proposals](https://docs.coinshift.xyz/business/coinshift-walkthrough/transaction-management/proposals/active-and-discarded-proposals.md): View and manage active and discarded proposals in Coinshift.
- [Queue](https://docs.coinshift.xyz/business/coinshift-walkthrough/transaction-management/queue.md): Review the list of transactions pending execution.
- [History](https://docs.coinshift.xyz/business/coinshift-walkthrough/transaction-management/history.md): Review the transactions associated with all the Safes in your organisation.
- [Filter Transactions](https://docs.coinshift.xyz/business/coinshift-walkthrough/transaction-management/filter-transactions.md): Explore the advanced filtering options for transactions.
- [Export Transactions](https://docs.coinshift.xyz/business/coinshift-walkthrough/transaction-management/export-transactions.md): Export your organisation's historical transaction data as a CSV file.
- [Add Labels and Notes](https://docs.coinshift.xyz/business/coinshift-walkthrough/transaction-management/add-labels-and-notes.md): Organising transactions with labels and notes.
- [On-chain Transaction Rejection](https://docs.coinshift.xyz/business/coinshift-walkthrough/transaction-management/on-chain-transaction-rejection.md): Explore the steps to reject an on-chain transaction.
- [Fund Management](https://docs.coinshift.xyz/business/coinshift-walkthrough/fund-management.md): Learn about the various methods for transferring funds through Coinshift.
- [Mass Payout](https://docs.coinshift.xyz/business/coinshift-walkthrough/fund-management/mass-payout.md): Transfer funds to multiple recipients with Mass Payout.
- [Mass Payout in a Single Token](https://docs.coinshift.xyz/business/coinshift-walkthrough/fund-management/mass-payout/mass-payout-in-a-single-token.md): Sent tokens to single or multiple recipients in a single transaction.
- [Mass Payout (Multiple Tokens)](https://docs.coinshift.xyz/business/coinshift-walkthrough/fund-management/mass-payout/mass-payout-multiple-tokens.md): Pay multiple recipients in multiple tokens in a single transaction.
- [Mass Payout via CSV Upload](https://docs.coinshift.xyz/business/coinshift-walkthrough/fund-management/mass-payout/mass-payout-via-csv-upload.md): Upload payment details via a CSV file to perform mass payouts to up to 150 recipients in single or multiple tokens.
- [Duplicating Transactions](https://docs.coinshift.xyz/business/coinshift-walkthrough/fund-management/mass-payout/duplicating-transactions.md): Duplicate an existing Mass payout transaction and reuse it.
- [Recurring Payout](https://docs.coinshift.xyz/business/coinshift-walkthrough/fund-management/recurring-payout.md)
- [Contact Management](https://docs.coinshift.xyz/business/coinshift-walkthrough/contact-management.md): Manage the contacts of your organisation.
- [Add Contact](https://docs.coinshift.xyz/business/coinshift-walkthrough/contact-management/add-contact.md): Add contacts to your organisation and use them across all the associated Safes.
- [Edit Contact](https://docs.coinshift.xyz/business/coinshift-walkthrough/contact-management/edit-contact.md): Edit existing contacts of your organisation.
- [Remove Contact](https://docs.coinshift.xyz/business/coinshift-walkthrough/contact-management/remove-contact.md): Maintain a streamlined contact list by removing members no longer affiliated with your organisation.
- [Bulk Import Contact](https://docs.coinshift.xyz/business/coinshift-walkthrough/contact-management/bulk-import-contact.md): Upload multiple contacts for your organisation using .CSV files.
- [Label Management](https://docs.coinshift.xyz/business/coinshift-walkthrough/label-management.md): Define label and tag it to your customer, users, etc and categorise them.
- [Add Label](https://docs.coinshift.xyz/business/coinshift-walkthrough/label-management/add-label.md): Add labels and use them across all the associated Safes in your organisation.
- [Edit Label](https://docs.coinshift.xyz/business/coinshift-walkthrough/label-management/edit-label.md): Edit an existing label.
- [Archive/ Unarchive Label](https://docs.coinshift.xyz/business/coinshift-walkthrough/label-management/archive-unarchive-label.md): Archiving and unarchiving a Label on Coinshift.
- [Member Management](https://docs.coinshift.xyz/business/coinshift-walkthrough/member-management.md): Managing and understanding the roles, and responsibilities of Members.
- [Add Member](https://docs.coinshift.xyz/business/coinshift-walkthrough/member-management/add-member.md): Expand your team by inviting any wallet address as Members to view your dashboard and propose transactions.
- [Deactivate Member](https://docs.coinshift.xyz/business/coinshift-walkthrough/member-management/deactivate-member.md): Learn to remove the Members of your organisations.
- [Filter & Search Members](https://docs.coinshift.xyz/business/coinshift-walkthrough/member-management/filter-and-search-members.md): Refine members based on their status.
- [Supported Wallets](https://docs.coinshift.xyz/business/coinshift-walkthrough/supported-wallets.md): Explore Coinshift's supported wallets and pick the one that best suits your needs.
- [Hardware Wallet Support](https://docs.coinshift.xyz/business/coinshift-walkthrough/supported-wallets/hardware-wallet-support.md): Guidance for Ledger and Trezor users.
- [Prerequisite](https://docs.coinshift.xyz/business/coinshift-walkthrough/supported-wallets/hardware-wallet-support/prerequisite.md): Setting up your device for accessing Coinshift.
- [Settings](https://docs.coinshift.xyz/business/coinshift-walkthrough/settings.md): Manage your organisation’s settings.