Settings

Overview

The Settings section allows Admins (see Roles & Permissions) to configure various aspects of your NEAR Treasury dashboard.

Available actions:

• Approving or Rejecting Pending Requests
• Adding Members
• Editing Members
• Deleting Members
• Setting Vote Thresholds
• Setting Vote Duration
• Theme & Logo
• Preferences
• Reviewing System Updates

Pending Requests

When you first access the Settings section, you'll see a list of pending requests. These are requests to modify the treasury's configuration that are awaiting approval. You can review the details of each request, but only users with the Admin role can vote to approve or reject.

To review and vote on pending requests:

1. Navigate to the Settings section.
2. Select the Pending Requests tab.
3. View the list of pending requests.
4. Review the details of each request.
5. Cast your vote to approve or reject the request.

tip

You can sort requests by date by clicking on Created Date. (Ascending or descending order)

Filtering Requests

You can easily filter requests to find specific items.

Available filters

• Proposal Type, Created Date, Status, Created by, Approver, My Vote Status

To filter requests:

1. Navigate to the Settings section.

2. Select the Pending Requests tab.

3. Click on the Filter icon.

   

4. Select the filter that you want to add.

   

5. Add filters as needed.

   

Searching Requests

You can search for keywords on your requests to find specific items.

Available search fields

• Search by ID, Title, Summary

To search and find requests:

1. Navigate to the Settings section.

2. Select the Pending Requests tab.

3. Click on the Search text box.

   

4. Type the words that you want to search.

   

Members

This section allows the Admin to manage the members of your treasury. The Admin can create a request to add new members, edit existing members’ roles, or remove members. These requests must be approved by Admins, based on the configured voting threshold. For a detailed explanation of the different roles and permission, refer to the Roles & Permissions page.

Adding Members

To add members to your treasury:

1. Navigate to the Settings page.
2. Select the Members tab.
3. Click the + Add Members button.
4. Enter the NEAR wallet address of the new member.
5. Choose the member's role(s): Requestor, Approver, or Admin.  You can select multiple roles for a member.
   • See Roles & Permissions for a detailed explanation of each role.
6. Click the Save button and confirm the transactions.
7. Go to the Requests page to approve the request.

Editing Members

To edit members from your treasury:

1. Navigate to the Settings page.
2. Select the Members tab.
3. Select one or more members by clicking the member's checkbox.
4. Click the Edit button.
   
5. On the Edit Members window, modify the permissions as needed.
6. Click Submit to confirm the action.
7. Go to the Requests page to approve the request.

Deleting Members

To delete members from your treasury:

1. Navigate to the Settings page.
2. Select the Members tab.
3. Select one or more members by clicking the member's checkbox.
4. Click the Delete button.
5. On the confirmation window, click Remove to confirm the action.
6. Go to the Requests page to approve the request.

Voting Thresholds

The Voting Thresholds section allows Admins to configure the voting policies for treasury transaction requests and treasury configuration requests.

Setting Thresholds

To set the voting thresholds:

1. Navigate to the Settings page.
2. Select the Voting Thresholds tab.
3. Select the permission group you want to apply the voting threshold to:
   • Admin: For requests related to change in treasury settings (e.g. managing members, assigning roles, changing voting thresholds, or customizing dashboard appearance).
   • Approver: For requests related to treasury transactions (e.g. payments, staking, asset exchange).
4. Under Voting Policy, select how you want to base the number of votes required for a request to be approved:
   • Number of votes: A fixed number of votes is required for a decision to pass, regardless of the total number of members. For example, if you select 2 and there are 5 total members, 2 members must vote to pass the request.
   • Percentage of members: A percentage of total members is required for a decision to pass. For example, if you select 50% and there are 3 total members, 2 members must vote to pass the request.
5. Review the eligible members from the role required to approve this type of request. If you need to change members, go to the Members page to add or remove people from that role.
6. Click the Submit Request button and confirm the transactions.
7. Go to the Requests page to approve this request.

Voting Duration

The Voting Duration section allows Admins to set the timeframe during which team members can vote on pending requests. If the voting threshold is met to reach a decision, the request will be approved or rejected based on the voting results. If the voting period ends and there are not enough votes to reach a decision, the request will expire.

To set a voting duration:

1. Navigate to the Settings section.
2. Select the Voting Duration tab.
3. Set the number of days a proposal stays open for voting.
4. Click the Submit Request button.

Theme & Logo

The Theme & Logo section lets Admins personalize the look of your dashboard. You can upload a custom logo and pick a primary color.

To set your Treasury logo and preferred theme:

1. Navigate to the Settings section.
2. Select the Theme & Logo tab.
3. Upload your logo image. (SVG, PNG, or JPG, 256x256 px)
4. Set the Primary color value.
5. Set the Theme. (Dark or Light)
6. Click the Submit Request button.

Preferences

The Preferences section allows users to choose their preferred timezone and time format, with standardized date displays across NEAR Treasury.

To set your timezone and preferred time format:

1. Navigate to the Settings section.
2. Select the Preferences tab.
3. Set the Time Format. (12-hour or 24-hour)
4. Set the Timezone manually, or use the automatic setting by location.
5. Click the Save Changes button.

System Updates

The System Update section allows Admins to review, approve, and apply pending updates to their treasury instance. NEAR Treasury developers push updates such as contract upgrades, policy changes, or instance app widget changes to provide new features, fix bugs, and improve the user experience.

info

For details on Update Types and the system update mechanism, visit this page.

Reviewing System Updates

All updates must be manually approved or rejected by treasury administrators. To review and vote on pending updates:

1. Navigate to the System updates section.
2. View the list of pending updates.
3. Review the details of each update.
4. Approve or reject the pending update request.

Policy updates

After an Administrator accepts a system policy update, you will see a new request under Pending requests, and Treasury users will need to vote on it.