Detailed Instructions

Navigate to the official Gnosis Safe web app at app.safe.global and connect your primary wallet (e.g., MetaMask). Click 'Create new Safe'. You will be prompted to name your Safe (e.g., "Team Treasury") and select the network where your DEX operations will occur, such as Ethereum Mainnet, Arbitrum, or Polygon. The most critical configuration is setting up the owner accounts and the confirmation threshold. Owners are the Ethereum addresses of team members authorized to sign transactions. The threshold is the minimum number of owner signatures required to execute any transaction.

• Sub-step 1: Add all team member wallet addresses as owners. For a team of five, you might add 0x1234..., 0x5678..., etc.
• Sub-step 2: Set the confirmation threshold. A common setup for five owners is a threshold of 3, meaning any 3 of 5 must sign.
• Sub-step 3: Review the estimated deployment gas fee, pay the one-time creation transaction from your connected wallet, and wait for confirmation on-chain.

Tip: Store the resulting Safe address (e.g., 0x9a1a...) securely; this is your new treasury's public address. All funds will be sent here.

Detailed Instructions

Your newly deployed Safe starts with a zero balance. You must deposit assets to fund your team's treasury. Send native chain tokens (e.g., ETH, MATIC) and any relevant ERC-20 tokens (e.g., USDC, DAI) from individual team wallets to the Safe's address. Once funded, you must manage token allowances to enable the Safe to interact with DEX smart contracts like Uniswap or SushiSwap. An allowance grants a specific DEX router contract permission to spend tokens from your Safe's balance.

• Sub-step 1: Inside your Safe's interface, go to 'Assets', select a token like USDC, and click 'Spend'. Enter the DEX router address (e.g., Uniswap V3 Router: 0xE592427A0AEce92De3Edee1F18E0157C05861564).
• Sub-step 2: Set the allowance amount. For flexible management, you can approve an unlimited amount (type(uint256).max) or a specific quarterly budget like 1000000000000 (10,000 USDC).
• Sub-step 3: Create the allowance transaction. This requires a multisig transaction proposal, which must be signed by the configured threshold of owners before it is executed on-chain.

Tip: Use specific, limited allowances for enhanced security over unlimited approvals, especially for large treasuries.

Detailed Instructions

Initiate a trade by using the Safe's integrated DEX swap feature (like the 'Swap' tab powered by CowSwap) or by creating a custom contract interaction. For a swap of 1 ETH for DAI, you would specify the exact input amount, the output token, and acceptable slippage. The transaction is created as a proposal within the Safe, which is then broadcast to all owners for signing. This process ensures collective oversight for every treasury action.

• Sub-step 1: In the Safe app, click 'New transaction' > 'Swap'. Connect the interface to a DEX aggregator.
• Sub-step 2: Define swap parameters: Input token: ETH, Amount: 1, Output token: DAI, Slippage: 0.5%. Review the estimated output.
• Sub-step 3: Submit the transaction proposal. This generates a transaction hash and a link is shared with other owners. Each owner must connect their wallet to the Safe app and click 'Sign' on the pending transaction in the 'Queue'.

Once the required threshold of signatures (e.g., 3 of 5) is collected, any owner can execute the transaction, finalizing the swap on the DEX and updating the Safe's asset balance.

Tip: Use the transaction simulation feature to preview outcomes before proposing, minimizing errors.

Detailed Instructions

Long-term treasury management requires clear governance. Establish a policy document outlining approved transaction types (e.g., swaps, liquidity provision), spending limits per proposal, and a regular review schedule. Utilize the Safe's transaction history and analytics to monitor all inflows and outflows. For security, periodically review and update the list of owner addresses and the confirmation threshold via the 'Settings' > 'Owners' section. Adding or removing an owner is a multisig transaction itself.

• Sub-step 1: Schedule bi-weekly reviews of the Safe's transaction history and asset allocation.
• Sub-step 2: To change signers, propose a 'Remove owner' transaction for the departing member's address (0xOld...) and an 'Add owner' transaction for the new member's address (0xNew...). These can be batched in one transaction.
• Sub-step 3: Consider setting up off-chain signing via Safe{Wallet} mobile app or hardware wallet integration for signers to enhance private key security.
• Sub-step 4: For ultimate recovery, ensure the Safe's fallback handler is set and understood. This is a pre-configured contract that can handle certain emergency actions if the standard execution path fails.

Tip: Use the createTransactionBatch function in the Safe SDK to bundle multiple governance actions (like multiple allowance updates) into a single proposal for efficiency.

javascriptCopy
// Example: Creating a batch transaction with Safe SDK
const safeTransactionData = [
  { to: tokenAddress, data: approveData1, value: '0' },
  { to: tokenAddress, data: approveData2, value: '0' }
];
const safeTransaction = await safe.createTransactionBatch(safeTransactionData);

Detailed Instructions

Begin by determining your team's security threshold, which is the number of signatures required to authorize a transaction (e.g., 2-of-3, 3-of-5). This balances security with operational flexibility. Next, choose a multisig solution. For Ethereum and EVM-compatible DEXs like Uniswap, Gnosis Safe is the industry standard. For Solana, consider Squads Protocol. Evaluate factors like audit history, user interface, and integration support.

• Sub-step 1: List all team members who will be signers and decide on the approval quorum.
• Sub-step 2: Research and compare multisig providers. Gnosis Safe supports networks like Ethereum, Polygon, and Arbitrum.
• Sub-step 3: Ensure the chosen solution has a clear process for adding/removing signers and recovering assets in case of lost keys.

Tip: For smaller teams, a 2-of-3 setup is common. For larger treasuries, a 3-of-5 or 4-of-7 configuration provides greater security.

Detailed Instructions

Navigate to your chosen provider's app (e.g., app.safe.global) and connect a signer's wallet. Initiate the wallet creation process. You will define the signer addresses and the confirmation threshold. The deployment is a on-chain transaction that creates a new smart contract wallet. Gas fees for this deployment can be significant on mainnet, so consider deploying on a testnet first for a dry run.

• Sub-step 1: Input all signer Ethereum addresses (e.g., 0x742d35Cc6634C0532925a3b844Bc9e...). Double-check each address.
• Sub-step 2: Set the threshold (e.g., 2 out of 3). Review and submit the deployment transaction.
• Sub-step 3: Once deployed, copy your new multisig wallet address. Fund it by sending native tokens (ETH, MATIC) and other assets (USDC, DAI) from a team-controlled wallet.

Tip: Always verify the deployed contract address on a block explorer like Etherscan. Save the Safe's unique URL for easy access.

Detailed Instructions

Access a DEX front-end like app.uniswap.org. Use the "Connect Wallet" function, but instead of a regular wallet, look for the option to connect via WalletConnect or directly select "Gnosis Safe". You may need to input your multisig wallet address. This connection allows the Safe to interact with the DEX's smart contracts. Internally, establish a clear policy for proposing swaps, such as a minimum proposal amount or required asset pairs.

• Sub-step 1: On the DEX, connect using the WalletConnect QR code displayed in your Safe's interface.
• Sub-step 2: Propose a test transaction, like swapping 0.01 ETH for DAI, to understand the flow. The transaction will be created but require signatures.
• Sub-step 3: Document the process for team members: who can create proposals, the review period, and how to signal approval.

Tip: For complex strategies, consider using a dedicated treasury management tool like Llama or Parcel that integrates directly with Gnosis Safe and provides advanced analytics.

Detailed Instructions

Any transaction, such as a token swap on a DEX or adding liquidity, starts as a proposal within the multisig interface. The proposer defines the transaction details: contract address, calldata, and value. Other signers are notified and must review the transaction on a block explorer before signing. Once the signature threshold is met, any signer can execute the transaction, paying the gas fee.

• Sub-step 1: A team member proposes a swap of 10,000 USDC for ETH on Uniswap V3. The proposal includes the specific router address 0xE592427A0AEce92De3Edee1F18E0157C05861564 and the calldata.
• Sub-step 2: Required signers review and approve. They can use the Safe mobile app for on-the-go signatures.
• Sub-step 3: After execution, verify the transaction hash and update internal accounting records. Schedule regular reviews of signer addresses and threshold settings.

Tip: Use the Transaction Builder in Gnosis Safe to batch multiple actions (e.g., approve token spend and execute swap) into a single proposal, saving time and gas.