Set up your portal, request vaults from the catalog, and create your first account type.Documentation Index
Fetch the complete documentation index at: https://docs.blend.money/llms.txt
Use this file to discover all available pages before exploring further.
You need a Blend partnership before you can access the portal. Reach out to the Blend team if you don’t have an invite yet.
Set up your organization
Your Blend contact sends an email invite. Follow these steps to get started.Accept your invite
Click the link in your invite email. You’ll create an account through Auth0 and land in the portal.
Set your organization name
Go to Settings > Organization. Set a display name. This shows up in audit logs and team views. Your org ID is assigned automatically and can’t be changed.
Invite your team
Go to Settings > Members. Click Invite and enter email addresses with roles.
Admins and Operators can approve flow plans. Developers can create account types and manage credentials. Viewers have read-only access.
| Role | Can read | Can write | Can manage members | Can approve flow plans |
|---|---|---|---|---|
| Viewer | Yes | No | No | No |
| Developer | Yes | Yes | No | No |
| Operator | Yes | Yes | No | Yes |
| Admin | Yes | Yes | Yes | Yes |
Browse the vault catalog
The catalog shows every vault scored by Blend’s risk vendors. You request the vaults you want, and Blend activates them for your organization.Blend uses Philidor, an institutional-grade risk scoring system, to evaluate every vault in the catalog. Each vault receives a composite score (0-10) across three dimensions: asset quality, platform security, and governance controls. Vaults are classified as Prime (8-10), Core (5-7.9), or Edge (0-4.9).
Open the catalog
Go to Catalog > Philidor. You’ll see a list of scored vaults across all supported chains.
Filter and search
Filter by chain, risk tier, or search by name. Each vault card shows the Philidor score, chain, and protocol.
| Tier | Score range | What it means |
|---|---|---|
| Prime | 8.0 - 10.0 | Highest rated. Blue-chip protocols, strong governance. |
| Core | 5.0 - 7.9 | Established protocols with solid track records. |
| Edge | 0.0 - 4.9 | Higher risk. Newer protocols or weaker controls. |
Create an account type
An account type defines the yield product your users interact with. It ties together your vault allocations and credentials.Set the basics
Enter a slug (URL-safe identifier), display name, and description. The slug becomes your
accountTypeId in the SDK. Choose it carefully - it can’t be changed later.Set allocations
Select vaults from your activated catalog and assign percentage weights. The percentages must total 100% or less. Any remainder stays as a cash reserve.
Set up auto-approve
Turn on Auto-approve flow plans if you don’t want to review every rebalance manually. You can change this later under account type settings.After you save, your vault config enters the provisioning pipeline.
Weight-only changes (same vaults, new percentages) skip the provisioning step and go straight to Ready with a 24-hour timelock.
| State | What’s happening |
|---|---|
| Pending | Allocation change submitted. Waiting for Blend to provision. |
| Provisioning | Blend is setting up on-chain infrastructure. |
| Ready | Infrastructure ready. 24-hour timelock countdown starts. Deploy after timelock expires. |
| Cancelled | Config discarded. Reverts to previous allocation. |
What to watch out for
Don’t request more vaults than you plan to use. Each vault request triggers infrastructure provisioning. Request what you need now and add more later. Don’t change allocations during active flow plans. Allocation changes trigger new flow plans for every account using that account type. Wait for existing flow plans to settle first. Don’t skip the timelock. The 24-hour wait exists so you can review changes before they go live. Emergency bypass is available but requires typing the account type name to confirm.Set up credentials
Get the SIWE domain, publishable key, and API key your app needs.
Make your first deposit
Install the SDK and make a deposit in under 30 minutes.