> ## Documentation Index
> Fetch the complete documentation index at: https://docs.anchorage.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Vaults

> Create and manage vaults to organize your digital assets.

Vaults are secure containers that hold your digital assets. Each vault can have its own users, permissions, and approval policies, allowing you to organize assets by purpose, department, or risk profile.

## What is a vault

A vault is:

* **An asset container** — Holds one or more wallets for different digital assets
* **A policy boundary** — Each vault has its own governance rules and approval requirements
* **A security perimeter** — Only authorized users can access vaults and initiate operations
* **An audit unit** — All vault activity is logged and traceable

Vaults let you segregate assets and apply different rules to different parts of your organization.

## Vault types

Vaults can be configured for different purposes:

* **Treasury vault** — For storing your main digital asset reserves
* **Trading vault** — For frequent swaps and conversions (if enabled)
* **Settlement vault** — For specific counterparty transactions
* **Custody vault** — For assets held on behalf of clients

Your organization's administrator sets up vault types and policies.

## Create a vault

<Steps>
  <Step title="Open vaults list">
    From the home screen, tap **Vaults**.
  </Step>

  <Step title="Tap create new vault">
    Select the **Create new vault** or **+** button.
  </Step>

  <Step title="Enter vault details">
    Provide:

    * **Vault name** — A descriptive name (e.g., "Treasury Reserves")
    * **Description** — Optional notes about the vault's purpose
    * **Select account** — Choose which account this vault belongs to
  </Step>

  <Step title="Choose a vault policy">
    Select an existing [vault policy](/knowledge-base/porto/policies/customizing-vault-policies) or create a new one. The policy defines approval requirements for operations in this vault.
  </Step>

  <Step title="Configure initial users">
    Specify which team members have access to the vault and their roles (Operator, Initiator, Approver, Admin).
  </Step>

  <Step title="Review and submit">
    Verify all details, then tap **Submit for approval**.
  </Step>

  <Step title="Approve (if required)">
    If you have permissions, complete biometric authentication to authorize vault creation.
  </Step>
</Steps>

<Note>
  Vault creation typically requires admin approval and Anchorage Digital review before the vault becomes active.
</Note>

## View vault details

<Steps>
  <Step title="Select the vault">
    From the home screen, tap the vault you want to view.
  </Step>

  <Step title="View assets">
    You'll see all assets and wallets in the vault with current balances.
  </Step>

  <Step title="View settings">
    Tap the vault name or settings icon to see vault details, users, and policies.

    <Frame caption="Vault settings icon location">
      <img src="https://mintcdn.com/deployment-4/lSVGGJ7Z6F9zIy7U/knowledge-base/images/screenshots/porto-vault-settings-icon.png?fit=max&auto=format&n=lSVGGJ7Z6F9zIy7U&q=85&s=78cc36432293d3bd4f110214b4447a6f" alt="Vault detail screen with settings icon in upper right corner" style={{ maxWidth: "280px", height: "auto" }} width="828" height="1792" data-path="knowledge-base/images/screenshots/porto-vault-settings-icon.png" />
    </Frame>
  </Step>
</Steps>

## Rename or edit vault details

<Steps>
  <Step title="Open vault settings">
    From the vault screen, tap the **Settings** icon or vault name.
  </Step>

  <Step title="Edit vault details">
    Tap **Edit** next to the vault name or description.
  </Step>

  <Step title="Make changes">
    Update the name or description.
  </Step>

  <Step title="Submit for approval">
    Tap **Save**. Changes require approval based on your vault's policies.
  </Step>

  <Step title="Approve if authorized">
    Complete biometric authentication to confirm the change.
  </Step>
</Steps>

## Add users to a vault

<Steps>
  <Step title="Open vault settings">
    Tap the vault name, then **Settings**.
  </Step>

  <Step title="Select users">
    Tap **Users** or **Team**.
  </Step>

  <Step title="Add a user">
    Tap **Add user** and select a team member from your organization.
  </Step>

  <Step title="Set their role">
    Assign a role: Operator, Initiator, Approver, or Admin (see role definitions below).
  </Step>

  <Step title="Submit for approval">
    Tap **Submit**. Adding users requires approval based on your policies.
  </Step>

  <Step title="Approve if authorized">
    Complete biometric authentication to authorize the addition.
  </Step>
</Steps>

## Vault roles

| Role          | Permissions                                                  |
| :------------ | :----------------------------------------------------------- |
| **Viewer**    | View vault assets and activity (read-only)                   |
| **Operator**  | View assets, initiate deposits and receive requests          |
| **Initiator** | Operator + initiate transfers and withdrawals                |
| **Approver**  | Approve operations initiated by others                       |
| **Admin**     | Full access—manage users, policies, settings, and operations |

## Vault policies

Policies define approval requirements for operations in a vault:

* **Admin policy** — Rules that apply to user management and settings changes
* **Vault policy** — Rules that apply to asset transfers and operations
* **Quorum requirements** — Who must approve and how many signatures are needed

Administrators set vault policies. See [vault policies](/knowledge-base/porto/policies/customizing-vault-policies) for details on customizing rules.

## Remove a user from a vault

<Steps>
  <Step title="Open vault settings">
    Tap the vault name, then **Settings > Users**.
  </Step>

  <Step title="Select the user">
    Tap the user you want to remove.
  </Step>

  <Step title="Tap remove">
    Select **Remove user**.
  </Step>

  <Step title="Submit for approval">
    Confirm the removal. This requires approval based on your policies.
  </Step>

  <Step title="Approve if authorized">
    Complete biometric authentication to confirm removal.
  </Step>
</Steps>

<Note>
  Removing a user doesn't delete their historical activity. All past transactions and approvals remain in the audit trail.
</Note>

## Archive or delete a vault

Vaults can only be archived or deleted by administrators. Contact your organization's admin team if you need to deprecate a vault.

Archived vaults:

* Cannot accept new operations
* Remain in your history for audit purposes
* Can be accessed for viewing past activity