Getting Started with OmniBoss

This guide provides a quick overview of how to get started with OmniBoss, your central hub for managing digital securities, custody operations, and AML compliance within the ecrop ecosystem. For detailed instructions and technical specifications, please refer to the dedicated documentation for each OmniOmni component (OmniAsset, OmniSafe, and OmniEagle).

1. Accessing OmniBoss:

• Login: Access the OmniBoss portal through the ecrop website: [Insert Link to ecrop Website Here]. Use the authorized credentials provided to you during the onboarding process.

• Two-Factor Authentication (2FA): For enhanced security, OmniBoss requires two-factor authentication. Ensure you have your chosen 2FA method (e.g., authenticator app, security key) readily available.

• Initial Setup (if applicable): Depending on your role and permissions, you may be required to complete some initial setup steps, such as configuring notification preferences or connecting to external services. Follow the on-screen prompts or refer to the detailed instructions in the relevant product documentation.

2. Navigating the OmniBoss Dashboard:

• Overview: Upon successful login, you will be presented with the OmniBoss dashboard. This dashboard provides a centralized view of all ongoing processes, key metrics, alerts, and tasks.

• Key Sections: Familiarize yourself with the key sections of the dashboard, which may include:

  • Compliance Status: Track the progress of KYC/AML checks and other compliance processes.

  • Asset Overview: View a summary of registered digital securities and assets under custody.

  • Transaction Activity: Monitor recent transactions and their status.

  • Alerts & Notifications: Receive real-time alerts for critical events and required actions.

  • Task Management: Manage and prioritize tasks related to compliance, asset management, and custody operations.

3. Managing Records & Assets:

• Tracking: Use the dashboard to track the status of each compliance process (e.g., KYC/AML verification, EDD) and the lifecycle stage of each asset (e.g., registered, transferred, staked).

• Updating: Update the status of records and assets as needed, ensuring that all information is accurate and up-to-date.

• Management: Manage and administer all aspects of your digital securities and custody operations through the intuitive interface.

4. Uploading Documents:

• Secure Document Management: OmniBoss provides a secure and centralized repository for all due diligence and asset-related documents.

• Upload Process: Begin by uploading necessary compliance and asset-related documents for review. Supported file formats include PDF, DOCX, XLSX, JPG, and PNG. The maximum file size is 100MB.

• Organization & Access: Organize your documents using folders and tags, and control access permissions based on user roles.

• Version Control: OmniBoss automatically tracks document versions, ensuring data integrity and auditability.

5. Executing Transactions & Approvals:

• Role-Based Access: Depending on your role (Compliance Engineer, Asset Manager, or Custody Professional), you will have access to different functionalities within OmniBoss.

• Transaction Review: Review pending transactions, request further information if needed, and approve or reject transactions based on your assessment.

• Asset Issuance & Transfer: Approve asset issuances and transfers, ensuring that all regulatory requirements and internal policies are met.

• Audit Trail: All actions and decisions are recorded in a detailed audit trail, providing full transparency and accountability.

Further Resources:

For detailed instructions on specific tasks and workflows, please refer to the dedicated documentation for each OmniOmni component:

• OmniAsset: Documentation

• OmniSafe: Documentation

• OmniEagle: Documentation