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Manage Tokens

Access prerequisites

  • Permission (module): manageToken (the screen is also displayed for profiles with viewTokens, in read-only mode)
  • License/Feature: MANAGE_TOKENS
  • Menu container: TOKENIZATION → group Tokenization

What it is / when to use

This is the central catalog of fungible tokens on the platform (stablecoins, utility tokens, backing currencies, reward tokens, etc.). From here the operator creates, edits, views and deactivates tokens, updates quotes, configures swap and trading pairs, and opens the financial report for each token.

The listing shows only "operable" tokens: tokens marked as quote only (only_quote = true) are filtered out and appear on the Manage Quotes screen.

Prerequisites

  • Permission: manageToken registered for the operator's role. Keep in mind that the permission is dual — the static enum in CPM (backend decorator) and the dynamic module in the database (flag that enables the item in the menu). If only one of the two is present, either the action fails (403) or the item does not appear.
  • License/Feature: MANAGE_TOKENS enabled in the tenant's license (Vault). If disabled, the Tokenization group does not appear at all in the menu.
  • Dependencies: to define the token's network (network_id), the networks must be previously registered (queried via getNetworks).

Step by step

  1. Access the menu Tokenization → Manage Tokens.
  2. Use the name search and the network filter to locate a token.
  3. Using the action icons on each row you can: view, edit, update quote, configure swap (only if the token has automatic swap enabled), manage trading pairs, and open the financial report.
  4. Use Create token to start a blank form.

Filters and columns

Filter / ColumnWhat it showsData source
Search by nameFilters the list by the token's name (case-insensitive)Local list already loaded from getTokens()
NetworkFilters by network_id (e.g.: INTERNAL, POLYGON, ETHEREUM, BITCOIN, TRON, SOLANA)getNetworks(true)
NameVisual identification of the token (symbol + name)tokens_all (TokenController)
NetworkBlockchain where the token lives / will be mintednetwork_id
ActionsIcons: view, edit, quote, swap, pairs, financial report

Actions and modals

  • Create token: navigates to the creation form (see Create Tokens).
  • Edit / View: opens the form in the corresponding mode; see Edit Tokens.
  • Update quote: opens the quote modal; see Edit Token Quote. The new rate is saved via storeExchangeRateInformation (date, reference currency, and rate).
  • Configure swap: only triggers if isAutomaticSwap = true on the token; opens the swap pairs modal. See Swap Management.
  • Manage trading pairs: opens the token's internal exchange pairs screen.
  • Financial report: opens the sales report (manual + automatic) for the token by period.
  • Delete / deactivate: logical deletion is performed through editing (filling in the disabled date), preserving the on-chain and accounting history.

Business rules / notes

Attention

  • The symbol (id) and the name of the token are immutable after creation — they define the token's identity in the ledger and on-chain. Check carefully before saving.
  • Quote-only tokens do not appear here; they are managed in Manage Quotes.
  • Locks such as exchange lock (exchange_lock) can only be enabled at creation and cannot be undone.
  • Financial values: quote, fees, supply, and prices are treated as BigNumber — without rounding. Check the decimal places (decimals) configured on the token.