Get Started with Account Management

Setting Up Your Application Account

Once you complete workspace onboarding, your default operational account is activated on the dashboard. To manage user identities, apply custom wallet-level controls, and manage asset flows, you can optionally configure a dedicated Application Account (type = 'user').

Prerequisites

Before starting this guide, ensure you have:

Obtained an API key from the OpenXSwitch Console.

An active API key with the necessary write permissions configured for the target environment (Sandbox or Live).

The Plan

We’ll go through:

Creating an Account via API: Provisioning an isolated Account (type = 'user') to manage end-user wallet instances and policies.
Configuring Account Controls via Dashboard: Managing settings, withdrawal restrictions, and compliance rules in the OpenXSwitch Console.
Next Steps: Integrating user wallets, webhook listeners, and operational auto-sweep rules.

Step 1: Create an Account via API

Accounts within the platform fall into two primary categories based on their type:

Settlement Account (type = 'settlement'): Serves as the primary enterprise operational or treasury account created automatically upon successful onboarding to manage enterprise funds, auto-sweeps, and global balances.
Application Account (type = 'user'): (Optional) Acts as an isolated account assigned to your specific end-user application to manage dedicated smart wallet instances, balances, and operational policies. If you do not create a separate Application Account, you can continue using the default account provisioned on your dashboard.

To create a dedicated Application Account, send a request via the API:

URL: https://api.openxswitch.com/v2/accounts
{
    "idempotencyKey": "8d5be8f5-a8e7-4e8a-b715-0e7d6f2a6d04",
    "name": "Sandbox Account"
 }

Important: The accountId returned in the response will be used across your application to scope wallet creation, transaction routing, and compliance policies.

For complete parameter breakdowns, response schemas, and error handling, refer to the Accounts API Reference.

Step 2: Configure Account Controls via the Dashboard

After creating your Account (or when managing your default dashboard account), you can customize security settings, withdrawal rules, and compliance watchlists directly from the OpenXSwitch Console.

Log into the OpenXSwitch Console.
Navigate to Wallet Infrastructure → Accounts.
Select the target Account to update.

Configurable Settings

Account Name: Update the account display label for internal tracking.
Withdrawal Controls: Toggle and disable external withdrawals initiated via the API or dashboard to restrict outbound fund movements.
Compliance Watchlists: Enable automated Allowlist and Blocklist controls at the Account level to reject unauthorized transfers before on-chain execution.

Step 3: Next Steps

Create and Manage Users: Provision end-user identities to track activity, stats, and balances.
Create and Manage Wallets: Deploy chain-specific smart wallets or deposit addresses linked directly to your users.

Developer Guides

Migration Guides

Setting Up Your Application Account

Prerequisites

The Plan

Step 1: Create an Account via API

Step 2: Configure Account Controls via the Dashboard

Configurable Settings

Step 3: Next Steps

​Setting Up Your Application Account

​Prerequisites

​The Plan

​Step 1: Create an Account via API

​Step 2: Configure Account Controls via the Dashboard

​Configurable Settings

​Step 3: Next Steps

Setting Up Your Application Account

Prerequisites

The Plan

Step 1: Create an Account via API

Step 2: Configure Account Controls via the Dashboard

Configurable Settings

Step 3: Next Steps