Version: current

01 Sign up

You start the process of registering with Qredo from the Qredo website. The signup shows an introductory video on Qredo and links to FAQs. At the end of the journey, you will be ready to start your activities on the Qredo Network using the Qredo Web App and the Qredo Signing App.

Lobby Page

There are 3 sets of steps as follows:

  1. Web app steps
  2. Signing app steps
  3. Login steps

You set up the Qredo Web App prior to the Qredo Signing App.

The Navigation section shows you the main sections of the Qredo Web App for launching your tasks. This appears once you have signed in and are ready to use the app.

Before Setting Up#

The setup process covering the browser and phone is seamless. You should follow the entire steps from your browser session and keep it open until the setup process is complete from the phone. For the mobile phone steps, avoid closing the setup screens until the process is complete.

Managing your 24-Word Seed Recovery Phrase#

When installing the mobile app, you are required to note down a 24-word master seed recovery phrase. The master seed is a security feature that bonds your Qredo identify with your phone. Instead of providing a long alphanumeric string, you enter 24 words that identify the master seed.

You must enter the seed recovery phrase if you need to recover your account, therefore keep the words safely. Pay attention to the following:

  • Write down your seed recovery phrase clearly.
  • Note down each word in the seed recovery phrase.
  • Ensure that you note down the email address you used to register on Qredo. You will need this email address for recovering your master seed.
  • Keep the email address in a separate place to the word list.
  • Ensure that the order of the words in the seed phrase is correct by numbering each word in the phrase.
  • Store the seed recovery phrase in a safe place.
  • Do not store the seed recovery phrase on a device that is connected to the internet.
  • To test master seed recovery, you should perform the steps in the Recovery section. Once familiar, you can return to these steps for the setup process.

Video Guides#

Video guides are available for the getting started process from Qredo's YouTube site under the titles Qredo Guides.

Web App Steps#

The Qredo Web App steps include steps for registration.

Start Registration#

Click Continue. The Establish your Qredo Identity screen appears.

Establish Qredo Identity#

Establish Identity

  1. Enter your details in:

    • First Name
    • Last Name
    • Email Address
    • Mobile Number
    info

    You can enter a private or work email address. If you have been invited, you can use the email address where you received the invitation.

  2. Create a unique username in Qredo Network Alias. This name is used within the apps whenever the system refers to information on your account. Note that the Qredo Network alias must not contain special characters.

  3. Click Continue. The Set a strong password screen appears.

Set Password#

password

  1. Enter a strong password in Set password.
  2. Confirm the password again in Confirm password.

The password must contain:

  • 10 characters in total
  • 1 uppercase letter
  • 1 number
  • 1 special character
  • 1 lowercase letter
  1. Click Continue. The Accept our terms and conditions page appears.

Accept Terms and Conditions#

t+c

  1. Read the terms and conditions on this page around GDPR compliance and data privacy.
  2. To move to the next screen, tick the box to show that you have read the terms and conditions.
  3. Click Agree and Continue - see Validate email address.
  4. To view the full terms and conditions, click the arrow next to View full terms and conditions.

View Full Terms and Conditions#

You can download the full terms and conditions if you need to distribute and print the document for other parties.

  1. To download the terms and conditions, click Download.
  2. To view the terms and conditions as a PDF file in another browser page or tab, click Copy Link.
  3. Tick the box to show that you have read the terms and conditions.
  4. Click Agree and Continue. The Validate your email address screen shows.

Validate Email Address#

validate email

You would have received an email from Qredo containing an evaluation code.

Type in the code in Email address validation code. The page for downloading the Qredo Signing App shows.

Download Phone App#

An SMS is sent to your phone that contains a link to the Qredo Signing App on the Apple App Store or Google Play Store. The SMS should arrive promptly.

When you have downloaded the mobile app, a splash screen of the app appears as follows:

splash

info

The mobile number you've entered is used for sending the SMS. You do not need the SMS to complete your registration and you can always find the app on either store simply by searching for "Qredo".

  1. If the SMS has not arrived, click on the resend button on the browser app page. The button shows a time limit for resending the SMS.
  2. Click Continue.

Pair your Phone#

Once you have downloaded the app, tap the QR code on the screen against the QR reader on your phone.

splashupdate

For more information, see Pairing Steps.

Create Master Seed#

Once you have paired your phone with the Qredo Web App, you are prompted to create your master seed. The master seed is an important security feature that bonds your Qredo identify to your phone.

For more details, see Master Seed Steps.

Sign In#

Once you have set up the Qredo Signing App with the master seed, you can sign in for the first time.

For more details, see Sign In Steps

Signing App Steps#

Once you have downloaded the Qredo Signing App, you are ready to pair your phone with the Qredo Web App. You will see a landing page for the mobile app on your phone.

You scan a QR-code on the web app through your phone’s camera, which pairs your browser identity with the mobile app. The pairing process ensures that you receive notifications on the Qredo Signing App, and that only your phone can be used together with the web app. The unique QR-code that shows on the web app can only be used once.

info

Some differences exist between the iOS and Android phone screens. These are indicated where applicable.

Pairing Steps#

  1. Click Connect Mobile Device. The phone app shows a message requesting access to your camera.
  2. If you are happy to grant access, tap OK. Then confirm your action in a message triggered by your device’s operating system. The QR-code shows on the phone screen.
  3. Scan the QR code on the browser app with your camera. The phone shows that pairing is complete.
  4. Tap Continue. The mobile screen guides you in creating a master seed on your phone.

The web app indicates that the phone has been paired.

QR

Master Seed Steps#

Once you have completed pairing, you are ready to create your master seed. The master seed is a security feature that bonds your Qredo identify with your phone. It is stored on your device’s secure enclave. To ensure that the master seed is backed up, it is registered on the Qredo Network.

If in the unlikely event that data is lost, you will need to recover your master seed through your seed recovery phrase. The seed recovery phrase, consisting of a unique 24-word combination, is different from a common password, which you may be more likely to forget or lose.

In addition, you will also set up a 6-digit PIN. The PIN is used as an additional authentication layer alongside the biometric.

Before you create a master seed, the phone lets you scroll through an interactive guide. Tap Get Started and the buttons in the subsequent screens.

Enable Biometrics#

You are asked to provide Qredo with access to the biometric features of your phone device. The default biometric features are as follows:

  • For iOS, this is the Face ID/Touch ID.
  • For Android, this is the fingerprint.

Alternatively, you can select the biometric feature that you are currently using instead. For example, if you have set a password to lock your screen on Android, you can tap in the password instead.

  1. Tap OK.
  2. Confirm your action in the operating system’s message.
  3. If you are happy to grant access, enable access to the biometric feature of your phone.

Create 6-Digit PIN#

The screen shows slots for creating your 6 digit PIN.

AndroidiOS
6digit2pin
  1. Enter a 6-digit PIN.
  2. Enter the 6-digit PIN again to verify
  3. In the confirmation screen, tap Continue. Several screens appear that introduce you to the 24-word seed recovery phrase.

Enter a Seed Recovery Phrase#

  1. On the last page of the preparation screens, click Continue. This allows you to start the steps for the seed recovery phrase. The screen appears as follows.
AndroidiOS
selectedseedmseed
  1. Enter the 24-word seed recovery phrase.
  2. Record your seed recovery phrase in a safe place.
  3. Tap Next.
  4. Read through the instruction screen to confirm seed recovery.
  5. Tap Okay, got it. The screens show 24 empty entries.
  6. Tap each entry and choose the word that matches the one in the phrase entry you recorded.

confirm

When all entries are correct, the screen shows as follows:

correct

note
  • Write down your seed recovery phrase clearly.
  • Note down each word in the seed recovery phrase.
  • Ensure that you note down the email address you used to register on Qredo. You will need this email address for recovering your master seed.
  • Keep the email address in a separate place to the word list.
  • Ensure that the order of the words in the seed phrase is correct by numbering each word in the phrase.
  • Store the seed recovery phrase in a safe place.
  • Do not store the seed recovery phrase on a device that is connected to the internet.
  • To test master seed recovery, you should perform the steps in the Recovery section. Once familiar, you can return to these steps for the setup process.

Complete the Steps#

You should make sure that you perform these steps in order to complete the process.

Once set up, tap Continue. A screen appears indicating that the recovery protocol is available, which is used for obtaining back your funds in the unlikely event of a disaster.

Protocol

  1. Click Continue. A message appears showing you that the master seed has been successfully created.

Congrats

  1. Click Finish. A Welcome screen appears indicating that you can sign and authorize payments over the phone once you receive push notifications.

Welcome

  1. Click Okay, got it. Your account card appears.

New Account

To confirm your account has been set up correctly, log in to the Qredo Web App as outlined below.

Login Steps#

  1. Tap Sign In. A login screen appears.
  2. Enter your details in Email Address or Network Alias and Password.

wabsign

  1. To ensure that you do not need to enter your details again the next time you open the web app, observe Remember Me.
  2. Tap Sign In.

Once you have signed in to the Qredo Web App, you are requested by Qredo to authenticate yourself which automatically signs you into the Qredo Signing App. A message appears.

signin

  1. Tap Authorise.
  2. If you want to deny the request, tap Deny.
  3. Once you tapped Authorise or Deny, you will see a confirmation screen.
  4. Click Confirm. An Approval Granted or Approval Rejected screen appears.

Once granted, the Holdings page in the web app appears. The Holdings page is set up with a default fund, Fund One, containing a deposit address. You can start using the app from Fund One.

fundone

See Fund Administration for more details on funds.

Navigation#

The screens of the Qredo app include these buttons for navigating to different sections. Clicking a button lets you launch various functions, e.g., viewing approvals.

ButtonDescription
assetThe Asset view gives you details on all activities on a particular fund. This allows you to monitor and launch tasks from the fund.
LedgerThe Ledger view provides you information on all inbound and outbound transactions for all your funds. This lets you monitor activity at the account level.
ApprovalsThe Approval view gives you details on approvals throughout the app. For example, you can monitor all your custody approvals.
TrustedNetworkThe Trusted Network view provides you details on invites to trusted parties. This lets you monitor your invites to ensure you can manage your network.
AccountThe Account view gives you details about your account. You can monitor various areas of your account, such as the account details, plan, and legal documents.