> ## Documentation Index
> Fetch the complete documentation index at: https://docs.boost.xyz/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting up Accounts

> Create and configure your team and budget accounts to start deploying boosts

<Warning>
  These docs are under active development and will be subject to changes.
</Warning>

Before you can deploy boosts, you need to set up your accounts. This guide walks you through authentication, creating a team, setting up a budget account, and inviting team members.

## Prerequisites

* An email address or Google account for authentication
* Tokens to fund your budget account (on a supported chain)

## Authentication with Privy

Boost uses [Privy](https://privy.io) for authentication, which provides a seamless onboarding experience with automatic wallet creation.

<Steps titleSize="h3">
  <Step title="Visit the Boost Platform">
    Navigate to [boost.xyz](https://boost.xyz) and click "Sign In" or "Get Started."
  </Step>

  <Step title="Choose Your Login Method">
    Select your preferred authentication method:

    * **Email**: Enter your email and verify with a code
    * **Google**: Sign in with your Google account

    <Tip>
      You don't need an existing crypto wallet to get started. Boost will create one for you automatically.
    </Tip>
  </Step>

  <Step title="Automatic Wallet Creation">
    When you authenticate, Privy automatically creates an embedded Ethereum wallet linked to your account. This wallet is:

    * **Secure**: Managed by Privy with enterprise-grade security
    * **Gasless**: Transactions are sponsored, so you don't need ETH for gas
    * **Portable**: Accessible across devices when you sign in
  </Step>
</Steps>

### Sponsored Transactions

Boost uses [Alchemy Account Kit](https://www.alchemy.com/account-kit) for smart account functionality. This means:

* **No gas fees**: Your transactions are sponsored on supported chains
* **Simplified UX**: No need to hold ETH in your wallet for gas
* **Supported chains**: Base, Optimism, Celo, and World Chain

<Note>
  While transactions are gasless, you still need to fund your budget account with tokens for boost rewards.
</Note>

## Create a Team

Teams allow you to organize your boost campaigns and collaborate with others. Each team has a budget account that holds the tokens used to fund rewards.

<Steps titleSize="h3">
  <Step title="Start Team Creation">
    After signing in, you'll be prompted to create a team. Click "Create Team" to begin.
  </Step>

  <Step title="Enter Team Details">
    Configure your team:

    * **Team Name**: A name to identify your organization
    * **Team Avatar** (optional): Upload an image for your team
  </Step>

  <Step title="Deploy Budget Account">
    Your team's budget account is deployed as a smart contract on the blockchain. This happens automatically during team creation.

    <Note>
      Budget accounts use the `ManagedBudgetWithFeesV2` smart contract, which provides secure fund management and role-based access control.
    </Note>
  </Step>
</Steps>

## Understanding Budget Accounts

Budget accounts are smart contracts that securely manage your boost funds. They provide:

* **On-chain security**: Funds are held in audited smart contracts
* **Role-based access**: Control who can deploy boosts and manage funds
* **Multi-token support**: Hold multiple token types in one account
* **Withdrawal protection**: Only authorized users can withdraw funds

### Budget Account Structure

Each budget account has:

| Property    | Description                                   |
| ----------- | --------------------------------------------- |
| **Address** | The on-chain address where funds are held     |
| **Owner**   | The original creator with full control        |
| **Chain**   | The blockchain network (e.g., Base, Optimism) |
| **Members** | Team members with assigned roles              |

## Team Roles

Boost supports two roles for team members, each with different permissions:

<Tabs>
  <Tab title="Admin">
    **Full Control**

    Admins can:

    * Deploy and manage boosts
    * Fund and withdraw from the budget
    * Invite and remove team members
    * Change member roles

    <Note>
      The team owner automatically has admin privileges that cannot be revoked.
    </Note>
  </Tab>

  <Tab title="Manager">
    **Deploy Only**

    Managers can:

    * Deploy boosts using the team's budget
    * View boost performance and analytics

    Managers cannot:

    * Withdraw funds
    * Invite or manage team members
    * Access budget settings
  </Tab>
</Tabs>

### Role Permissions Summary

| Permission     | Admin | Manager |
| -------------- | ----- | ------- |
| Deploy boosts  | Yes   | Yes     |
| View analytics | Yes   | Yes     |
| Fund budget    | Yes   | No      |
| Withdraw funds | Yes   | No      |
| Invite members | Yes   | No      |
| Remove members | Yes   | No      |
| Change roles   | Yes   | No      |

## Inviting Team Members

Invite colleagues to collaborate on your boost campaigns. The invite system automatically creates wallets for new users.

<Steps titleSize="h3">
  <Step title="Open Team Settings">
    Navigate to your team settings or click "Invite Members" from the dashboard.
  </Step>

  <Step title="Add Team Members">
    For each person you want to invite:

    * Enter their **email address**
    * Select their **role** (Admin or Manager)

    <Tip>
      You can invite multiple people at once. Each will receive a personalized email invitation.
    </Tip>
  </Step>

  <Step title="Confirm Invitations">
    Review your invitations and confirm. This triggers:

    1. **Wallet pre-generation**: A wallet is automatically created for each invitee
    2. **On-chain role grant**: Their wallet address is granted the appropriate role on the budget contract
    3. **Email notification**: Each invitee receives an email with instructions to join

    <Note>
      Role grants are on-chain transactions. Thanks to sponsored transactions, this doesn't cost you gas.
    </Note>
  </Step>
</Steps>

### How Invites Work

When you invite someone:

1. **If they're new to Boost**: A Privy account and embedded wallet are created for them automatically
2. **If they already have an account**: Their existing wallet is linked to your team

The invitee receives an email with:

* Your team name
* Their assigned role
* A link to accept and get started

### Invite Status

Track the status of your invitations:

| Status             | Description                              |
| ------------------ | ---------------------------------------- |
| **Wallet Created** | Wallet generated, email not yet sent     |
| **Invited**        | Email sent, awaiting acceptance          |
| **Accepted**       | Member has signed in and joined the team |
| **Cancelled**      | Invitation was revoked                   |

## Funding Your Budget

After creating your team, you need to fund your budget account with tokens for boost rewards.

<Steps titleSize="h3">
  <Step title="Navigate to Fund Budget">
    From your dashboard, go to your budget account and click "Fund Budget" or "Deposit."
  </Step>

  <Step title="Get Your Budget Address">
    Your budget account has a unique address on the blockchain. Copy this address to send tokens.

    <Warning>
      Make sure you're sending tokens on the correct network (the same chain as your budget account).
    </Warning>
  </Step>

  <Step title="Transfer Tokens">
    Send tokens to your budget address from any wallet. Only whitelisted tokens can be used for boost rewards.
  </Step>
</Steps>

### Supported Funding Methods

<CardGroup cols={2}>
  <Card title="Direct Transfer" icon="arrow-right">
    Send tokens directly to your budget address from any wallet or exchange.
  </Card>

  <Card title="Bridge & Fund" icon="bridge">
    Bridge tokens from another chain and send to your budget address.
  </Card>
</CardGroup>

## Managing Your Team

### Viewing Members

Access your team roster from the dashboard to see:

* All current members and their roles
* Pending invitations
* Member activity

### Modifying Roles

Admins can change member roles:

<Steps titleSize="h3">
  <Step title="Select Member">
    Click on a team member to view their details.
  </Step>

  <Step title="Edit Role">
    Choose "Edit Role" and select the new role (Admin or Manager).
  </Step>

  <Step title="Confirm Change">
    Confirm the role change. This updates their permissions on the budget contract.
  </Step>
</Steps>

### Removing Members

To remove a team member:

1. Select the member from your team roster
2. Click "Remove Member"
3. Confirm the removal

<Warning>
  Removing a member revokes their role on the budget contract. They will no longer be able to deploy boosts or access team resources.
</Warning>

## Managing Your Budget

<CardGroup cols={2}>
  <Card title="View Balance" icon="wallet">
    Check your current token balances, reserved amounts for active boosts, and available funds.
  </Card>

  <Card title="Add Funds" icon="plus">
    Top up your budget at any time by sending additional tokens to your budget address.
  </Card>

  <Card title="Withdraw Funds" icon="arrow-right-from-bracket">
    Admins can withdraw unused funds back to any wallet address.
  </Card>

  <Card title="Track Spending" icon="chart-line">
    Monitor how your budget is being used across all active campaigns.
  </Card>
</CardGroup>

## Multiple Budget Accounts

You can create or join multiple budget accounts for different purposes:

* **Separate campaigns**: Different budgets for different projects
* **Multiple chains**: Budget accounts on different networks
* **Team separation**: Different teams with independent budgets

To switch between budget accounts, use the account selector in your dashboard.

## Troubleshooting

<AccordionGroup>
  <Accordion title="I didn't receive my invite email">
    Check your spam folder. If you still don't see it, ask the team admin to resend the invitation. Make sure your email address was entered correctly.
  </Accordion>

  <Accordion title="My transaction failed when inviting members">
    This is rare since transactions are sponsored. If it happens:

    * Ensure you have an active internet connection
    * Try refreshing the page and attempting again
    * Contact support if the issue persists
  </Accordion>

  <Accordion title="I can't see my funds after depositing">
    * Verify you sent tokens to the correct budget address
    * Confirm you're on the same network as your budget account
    * Wait a few moments for the transaction to confirm
    * Refresh your dashboard
  </Accordion>

  <Accordion title="A team member can't deploy boosts">
    Check that:

    * Their invitation was accepted (status shows "Accepted")
    * They have at least Manager role
    * They're connected with the correct account
  </Accordion>

  <Accordion title="How do I leave a team?">
    Contact your team admin to have your role revoked. If you're the owner, you'll need to transfer ownership before leaving.
  </Accordion>
</AccordionGroup>

## Next Steps

Once your accounts are set up and funded, you're ready to create your first boost campaign.

<Card title="Setting up an Action" icon="bullseye" href="/v2/documentation/getting-started/setting-up-an-action">
  Learn how to configure the on-chain action you want to incentivize.
</Card>