Organizations

2.1 What is an Organization?

An Organization represents a legal entity (registered or unregistered) that wishes to tokenize real-world assets and offer them to investors. Each organization must be approved by platform administrators before it can create and publish projects.

Key Attributes:

• Company Name (platform-locked after approval)

• Legal Structure (LLC, Corporation, etc.)

• Registration Number

• Legal Jurisdiction

• Contact Information

• Company Address (platform-locked after approval)

• KYC Status

2.2 Organization Lifecycle

The organization lifecycle consists of the following stages:

Application → Review → Approved → Active → (Optional) Change Requests

Stages Explained:

1. Application: A user submits an issuer application through the platform

2. Review: Platform admins review the application and supporting documents

3. Approved: The application is approved, and an organization is created

4. Active: The organization can create and manage projects

5. Change Requests: Locked fields (company name, address) can only be changed through formal change requests with supporting documentation

2.3 Creating Organizations

Organizations are not created directly by users. Instead, they are created through an approval process:

Step 1: Submit Issuer Application

1. Navigate to the issuer sign-up page

2. Complete the issuer application form with:

   • Company name

   • Legal structure

   • Registration number

   • Legal jurisdiction

   • Representative information

   • Company website

   • Project type and asset class

Step 2: Platform Admin Review

1. Platform admin reviews the application in the Admin Dashboard

2. Admin verifies company information and legal documentation

3. Admin approves or rejects the application

Step 3: Organization Creation

• Upon approval, the system automatically creates an organization

• The organization inherits data from the approved application

• Certain fields (company name, address) are automatically locked for legal compliance

2.4 Managing Organizations

Once created, organizations can be managed by:

• Platform Admins: Full access to all organization settings

• Issuer Admins: Assigned by platform admins, can manage organization projects and team

Accessing Organization Management:

• Issuer Admins: Navigate to Settings → Organization

• Platform Admins: Navigate to Admin → Organizations tab

Editable Fields:

• Contact email

• Phone number

• Website URL

• Company description

• Logo

• Legal structure details

Locked Fields (require change request):

• Company name

• Company address

2.5 Organization Change Requests

When an organization needs to update locked fields (company name or address), they must submit a formal change request.

How to Submit a Change Request:

1. Navigate to Settings → Organization (as Issuer Admin)

2. Click the "Request Change" button next to a locked field

3. Fill out the change request form:

   • Field to change (Company Name or Company Address)

   • Current value (auto-filled)

   • Requested new value

   • Supporting documentation (required - upload legal documents, certificates, etc.)

4. Submit the request

Change Request Review Process:

1. Submission: Issuer admin submits request with supporting documentation

2. Pending Review: Platform admin is notified

3. Admin Review: Platform admin reviews the request and documentation

4. Decision: Admin approves or rejects with notes

5. Implementation: If approved, the system automatically updates the locked field

Important Notes:

• Change requests require legal documentation (corporate resolution, certificate of incorporation, etc.)

• Both company name and address changes require platform admin approval

• All change requests are logged in the audit trail

• Rejected requests include admin notes explaining the reason