Role dashboard
Your starting workspace after sign-in.
It shows the tasks and information appropriate for your assigned role.
CAP Help Center
Plain-language guidance for auditors, ClearCoin management, administrators, guests, investors, and other general users. CAP helps people prepare, review, approve, and track evidence-backed ClearCoin attestation reports.
Getting started
You do not need blockchain or software knowledge to use CAP. Your account role determines what you can see and do.
- 1
Sign in
Use the email address and password provided by your CAP administrator.
- 2
Open your dashboard
CAP sends you to the workspace that matches your role.
- 3
Choose a task
Use the left navigation on a computer or the menu button on a phone.
- 4
Read messages carefully
Success, warning, and error messages explain whether an action completed.
- 5
Sign out when finished
Signing out protects reports and evidence, especially on a shared device.
- 6
Ask before repeating
If an important action appears to fail, check the record before trying it again.
Who uses CAP?
CAP uses roles to protect sensitive actions. Having fewer buttons is usually intentional, not an error.
| Role | Who it is for | What it can do | Important limits |
|---|---|---|---|
| Guest | General users, investors, and prospective auditors | Review reports, settings, help, educational resources, and only documents authorized by a superadmin. | Create reports, upload evidence, approve work, or manage users. |
| Auditor | People preparing independent attestation reports | Create reports, upload PDF evidence, attach evidence, validate reports, and submit approved work. | Approve their own reports, manage users, or change other users' sessions. |
| Admin | ClearCoin management and platform oversight staff | Review and approve or reject reports, review platform records, and soft delete documents when necessary. | Permanently delete documents or use superadmin-only user changes, password resets, and forced logout controls. |
| Superadmin | Authorized platform owners | Perform all platform and user administration, control guest document access, restore documents, and permanently delete previously soft-deleted files. | Delete a superadmin account. This protects the platform from losing all top-level administrators. |
Auditor guide: complete an attestation
Step 1
Prepare the evidence
Collect the final supporting records and convert them to PDF. Use clear filenames that identify the period and purpose. Do not upload drafts containing unnecessary personal or confidential information.
Step 2
Upload each PDF
Open Documents, choose a PDF, and select Upload and hash PDF. Wait for the success message. CAP stores the file and calculates its SHA-256 fingerprint, which acts like a tamper-detection seal.
Step 3
Create the report
Open New Report. Enter a clear title, report type, reporting date, reserve value, CLR supply, collateral ratio, and useful notes. Review numbers and dates before saving.
Step 4
Attach the evidence
Open the saved report and select every supporting document that belongs to it. An uploaded document is not part of a report until it is attached.
Step 5
Validate the report
Use Validate only when the report and evidence package are complete. Validation checks required fields and freezes the attached evidence to protect the reviewed package.
Step 6
Wait for management review
ClearCoin management reviews the validated report. Management may approve it or reject it with a reason. Correct rejected work according to the instructions provided.
Step 7
Submit approved work
After approval, submit the report. CAP moves it to Broadcast pending for relayer processing. This status does not mean the report is already on the blockchain.
Step 8
Keep the source records
CAP supports the attestation process but does not replace your professional workpapers, retention duties, review standards, or legal responsibilities.
Administrator and management guide
Routine oversight
- Review readiness: Check whether storage, platform time, user setup, and audit activity are operating normally.
- Review reports: Confirm that report details and evidence match the intended reporting period before approval.
- Use approval reasons: Record a meaningful explanation when approving or rejecting work.
- Monitor login history: Look for unexpected locations, browsers, login times, or sessions that remain active unusually long.
- Review audit records: Use the audit log to investigate important activity and export records when needed.
Superadmin responsibilities
- Create the smallest suitable role: Do not grant administrator access when guest or auditor access is sufficient.
- Deactivate departed users: Deactivation prevents sign-in while preserving historical records.
- Use soft deletion carefully: Deleted users remain represented in history for accountability.
- Force logout when needed: End a session if a device is lost, access is suspicious, or permissions have changed.
- Protect superadmin access: Maintain two authorized superadmins and never share their passwords.
Platform components in plain language
Some components are screens you use directly. Others work behind the scenes to store information, protect access, and prepare future ClearCoin submissions.
Reports
The formal attestation records prepared by auditors.
Open Reports to review existing work. Auditors and superadmins can start a new report.
Documents and evidence
The supporting PDF files behind an attestation.
Select a filename to open the PDF, use Download to save it, or select Refresh to reload the list. Auditors upload evidence; admins can soft delete it; superadmins control guest access, restoration, and permanent deletion.
Validation and approval
The review gates that prevent incomplete work from moving forward.
Validation checks required information and freezes evidence. Management approval is required before submission.
Audit log
A history of important actions performed in CAP.
Admins and superadmins use it to review who did what and when, and to export records.
User administration
Accounts, roles, access status, passwords, and active sessions.
Admins can review this area. Superadmins can make changes and force a user to sign out.
Platform backups
Separate timestamped recovery copies for CAP's PostgreSQL records and MinIO objects.
Superadmins create, download, and restore database and MinIO backups. CAP verifies MinIO object hashes and creates a matching safety snapshot before every restore.
Platform time service
CAP's common source of date and time.
The platform uses it to keep report, login, and audit timestamps consistent.
Secure file storage
Private storage for uploaded evidence.
CAP stores each PDF and records a SHA-256 digital fingerprint so later changes can be detected.
Platform database
Stores accounts, reports, document records, sessions, and audit history.
It works behind the scenes. Normal users do not access it directly.
Relayer
The controlled bridge between approved CAP reports and ClearCoin.
Admins monitor its queue and chain connections. It remains in safe prepare mode until the live Oracle message and external signer are configured.
Web gateway and API
Connects the screens you use to CAP's protected services.
These components work behind the scenes whenever you sign in, open a report, or upload evidence.
Resource library
The detailed manuals and technical documentation for CAP.
Open Resources when you need policies, deployment guides, architecture details, or the complete user manual.
Understanding report status
Status tells you where a report is in the review and submission process.
- Draft
- The report is still being prepared and can be edited.
- Validated
- CAP checked the required information and froze the attached evidence package.
- Approved
- ClearCoin management reviewed and approved the report.
- Broadcast pending
- The report is approved and waiting for relayer processing. It is not yet on the blockchain.
- Awaiting signature
- CAP prepared and hashed the Oracle payload, but no transaction has been signed or broadcast.
- Broadcasted
- The relayer submitted a signed transaction and received a transaction reference.
- Confirmed on chain
- The ClearCoin network accepted and confirmed the transaction.
- Rejected
- Management did not approve the report. The reason should explain what needs attention.
- Failed
- A processing or blockchain submission attempt did not complete successfully.
Security and safe use
Protect your password
Use your own account. Never share a password or allow another person to act under your name.
Check before you submit
Review names, dates, amounts, ratios, and evidence. Important actions are recorded in the audit trail.
Upload only necessary evidence
Remove unrelated sensitive information when policy permits. Use approved, final PDF records.
Treat hashes as fingerprints
A SHA-256 hash helps show whether a file changed. It does not prove that the document's statements are true.
Report suspicious activity
Tell a superadmin promptly about unknown logins, unexpected changes, or a lost device.
Remember CAP's role
CAP supports evidence handling and workflow. It does not replace professional judgment, legal advice, accounting standards, or independent verification.
Common questions and problems
I cannot sign in.+-
Check the spelling of your email address and password. Passwords are case-sensitive. If the problem continues, ask a superadmin to confirm that your account is active and reset your password if necessary.
I signed in, but I cannot see an action.+-
CAP shows actions according to your role and the report's current status. Confirm your role in the top bar. Some actions only appear after earlier steps are complete.
My PDF will not upload.+-
Confirm that the file is a PDF, wait for the upload to finish, and do not close the page during the transfer. CAP rejects duplicate evidence when the same file fingerprint already exists.
The upload succeeded, but I do not see the document.+-
Select Refresh in the Document library. A confirmation appears when the refresh finishes. If the file still does not appear, contact an administrator before uploading the same file again.
I cannot attach evidence to a report.+-
Evidence must be uploaded before it can be attached. Evidence also becomes locked when a report is validated, so attach every required PDF before validation.
I cannot submit a report.+-
The report must have the required information, attached evidence, successful validation, and management approval. Open the report and review its status and any displayed message.
Why did CAP sign me out?+-
Your session may have expired, your account may have been deactivated, or a superadmin may have ended the session for security or maintenance. Sign in again or contact a superadmin.
The page looks outdated or does not load correctly.+-
Refresh the browser once. If the problem remains, sign out and back in. Record the page name, time, and exact message before contacting an administrator.
Need more detail?
The Resource library contains the complete User's Manual, auditor workflows, system architecture, relayer documentation, and operational guides.