Setup

How an entity vault is set up

How collaborative security setup works for a board or trustee. Support for the guided session on what to expect, not a DIY product.

For directors and trustees

From governance to records

This page explains the shape of setup. It does not offer a recovery drill, a rehearsal, or a claim that TBA tests recovery.

1. Agree the governance
The governing body settles who may initiate, who must approve organisationally, and how a signer change is approved, before keys are created.
2. Assign roles, not recovery words
Name the people or offices that hold each key seat. Never write seeds, keys, PINs, or backup locations into the policy, the register, or the minutes.
3. Complete the setup session
The setup session creates the vault under collaborative security. It is guided work with The Bitcoin Adviser, described on the what-to-expect page. It is not a do-it-yourself product.
4. Keep the records
Keep the signer register, the policy the governing body adopts, and the minutes. Those records support audit and the next signer change.

The guided session is described on what to expect. Corporate context: corporate bitcoin treasury. Australian retirement structures: retirement Australia. Policy drafts: CBO treasury policy. Implementation overview: CBO implement.