Setup Checklist

The Setup page turns a newly-created SuperVault into an operational and discoverable vault. Use it after Create Vault and after any major configuration reset.

SuperformOS Setup Checklist - post-create readiness rows

Use this page to move from created to available: fund upkeep, add yield sources, configure hooks, create strategies, and confirm Superform availability. If no vault is selected, the page asks the operator to select one from the Operate sidebar. The checklist is vault-scoped: every row is calculated from the selected chain and vault address.

Checklist rows

Row	Complete when	Primary action
Vault is created	Vault exists onchain and is readable in dashboard data.	Create Vault
Upkeep is staked	Vault meets the activation policy through funding or an exemption.	Fund Upkeep
Hooks are set up	At least one hook is configured in the active root config.	Configure Hooks
Yield sources are set up	At least one yield source is whitelisted for this vault.	Configure Yield Sources
Strategy is set up	At least one strategy exists for this vault.	Open Strategy
Vault is live on Superform	Vault is visible and available in Superform distribution surfaces.	Open Distribute

Statuses are complete, in_progress, needs_setup, or blocked.

Activation gate

Upkeep funding or an applicable exemption satisfies the activation gate. Fund upkeep from Vault Settings → Upkeep and read back activation. The activation route can deep-link with panel=upkeep&activateVault=1 so the primary manager lands on the funding action. Current Erebor-facing activation fields used by the UI include:

Field	Meaning
`activation.is_active`	Whether the vault is eligible for keeper operations.
`activation.is_discoverable`	Whether the vault is surfaced in discovery.
`activation.status`	`active` or `insufficient_upkeep`.
`activation.reason`	Optional explanation when the vault is not active.
`upkeep_info.balance`	Current upkeep balance, in raw token units.
`upkeep_info.threshold.required_balance`	Required balance for activation, in raw token units.
`upkeep_info.threshold.shortfall`	Amount still needed to clear the gate. `0` means the threshold is satisfied.

Use the returned required_balance, shortfall, and effective activation for the selected vault rather than a fixed chain-wide funding assumption.

Distribution Evidence

The live-on-Superform row compares the managed vault against distribution data. Evidence includes visibility and availability, for example listed and available. If no matching distribution entry exists, the vault is onchain and manager-visible but not available in Superform allocator-facing surfaces.

Troubleshooting

Green setup rows summarize configuration, not executable readiness. Before starting, check separately:

Funding: UP upkeep pays for automation; native tokens pay execution gas; strategy assets fund the action. One balance does not fund the others.
Authority: Browser login is not an execution-session grant. Verify the manager role and session-key readiness.
Authorization: Every plan step needs an authorized hook and matching proofs against the active onchain root.
Data and controls: Required inputs must be present and fresh, with sufficient action liquidity and no blocking pause, lock, cooldown, or concurrency gate.

Symptom	Likely cause	Next step
Vault readable but not active	Upkeep shortfall.	Fund upkeep.
Hooks count is zero	No active root config.	Draft, activate, generate, and propose a merkle root.
Yield sources count is zero	Nothing is whitelisted.	Add yield sources and oracles.
Strategy count is zero	No strategy exists.	Create a strategy after adding sources.
Not live on Superform	Missing or unavailable distribution entry.	Open Distribute and confirm visibility/availability.

Operator rule

Route deposits only after the checklist is complete and the separate execution-readiness checks pass.

Getting Started

Vault Setup

Vault Operations

Access & Settings

Distribution

Safety & Incident Response

Automation

API Reference

Checklist rows

Activation gate

Distribution Evidence

Troubleshooting

Operator rule

​Checklist rows

​Activation gate

​Distribution Evidence

​Troubleshooting

​Operator rule

Checklist rows

Activation gate

Distribution Evidence

Troubleshooting

Operator rule