Token Grant Template Samples

Overview

This example shows how to configure a token grant template in Coinbase Token Manager for an employee onboarding bonus grant.

Scenario:

• A company wants to issue a token grant to a new employee as part of their onboarding package

• The grant vests over 4 years with a 1‑year cliff:

  • 25 percent of the tokens vest at the 12‑month mark

  • The remaining 75 percent vest gradually thereafter

• Tokens also follow a lockup schedule that is linked to the token’s exchange listing date

The configuration below can be used as a reference when creating a reusable template for similar onboarding grants.

Template configuration

Example template values:

• Template name: New joiner onboarding grant

• Schedule type: Vesting and lockup

Vesting schedule:

• Vesting type: Linear vesting

• Vesting cliff:

  • Enabled

  • 25 percent vests at the cliff

  • Cliff duration: 12 months

• Vesting schedule length:

  • 48 months (4 years) total

• Vesting frequency:

  • Every 1 month

• Start alignment:

  • Same day as the grant start date

• Vesting start date:

  • Example: 2025‑04‑07 (employee start date)

Lockup schedule:

• Lockup type: Linear lockup

• Lockup cliff:

  • Enabled

  • 25 percent unlocks at the cliff

  • Cliff duration: 12 months

• Lockup schedule length:

  • 48 months (4 years) total

• Unlocking frequency:

  • Every 1 month

• Start alignment:

  • Same day as the lockup start date

• Lockup start date:

  • Example: 2025‑06‑07 (first exchange listing date)

How to create this template in Coinbase Token Manager

1. Go to the Token grants area.

2. Open the Templates tab.

3. Choose the option to create a new token grant template.

4. Enter the template name, for example: New joiner onboarding grant.

5. Set the schedule type to Vesting and lockup.

6. Configure the vesting schedule:

   • Select Linear vesting

   • Enable the vesting cliff and set:

     • Cliff duration to 12 months

     • Cliff percentage to 25 percent

   • Set vesting schedule length to 48 months

   • Set vesting frequency to every 1 month

   • Set start alignment to same day as start date and specify the vesting start date as needed

7. Configure the lockup schedule:

   • Select Linear lockup

   • Enable the lockup cliff and set:

     • Cliff duration to 12 months

     • Cliff percentage to 25 percent

   • Set lockup schedule length to 48 months

   • Set unlocking frequency to every 1 month

   • Set start alignment and specify the lockup start date (for example, the first token exchange listing date)

8. Save the template.

After saving, the template is added to your template library with a unique template ID (for example, new‑joiner‑onboarding‑grant).

Using the template ID in bulk imports

Once this template exists, you can:

• Apply it when creating individual grants in the app, or

• Use the template ID in your CSV bulk upload file.

For CSV bulk upload:

1. Include a column for Template ID in your grants upload sheet.

2. For each new employee onboarding bonus grant, set the Template ID column to the ID corresponding to this template (for example, new‑joiner‑onboarding‑grant).

3. Complete the rest of the required fields in the CSV (stakeholder, grant amount, dates, and so on).

4. Import the CSV through the Import CSV flow in Coinbase Token Manager.

5. Review that vesting and lockup schedules are applied correctly to each row that uses this template.

This approach lets you issue consistent onboarding bonus grants to many new employees with a single, reusable configuration.

Overview

This example shows how to configure a token grant template in Coinbase Token Manager for a quarterly performance bonus grant.

Scenario:

• A company wants to reward an employee with a token bonus based on performance for the past quarter.

• The bonus vests immediately (no time‑based vesting delay).

• Tokens unlock gradually over 3 months, providing timely access while maintaining some retention through staged unlocking.

The configuration below can be used as a reference when creating a reusable template for similar quarterly bonus grants.

Template configuration

Example template values:

• Template name: Quarterly performance bonus

• Schedule type: Vesting and lockup

Vesting schedule:

• Vesting type: Linear vesting

• Vesting cliff:

  • Enabled

  • 100 percent vests at the cliff (immediate vesting at or near the grant start date)

Lockup schedule:

• Lockup type: Linear lockup

• Lockup cliff:

  • Disabled (no lockup cliff)

• Lockup schedule length:

  • 3 months total

• Unlocking frequency:

  • Every 1 month

• Start alignment:

  • Same day as the grant start date

This means:

• The full bonus amount vests at once.

• The vested tokens then unlock in three equal monthly installments over three months.

How to create this template in Coinbase Token Manager

1. Go to the Token grants area.

2. Open the Templates tab.

3. Choose the option to create a new token grant template.

4. Enter the template name, for example: Quarterly performance bonus.

5. Set the schedule type to Vesting and lockup.

Configure the vesting schedule:

• Select Linear vesting.

• Enable the vesting cliff and set:

  • Cliff percentage to 100 percent.

  • Cliff timing so that vesting is effectively immediate (for example, at the grant start date).

• Because 100 percent vests at the cliff, there is no additional vesting after that point; the entire grant is considered vested.

Configure the lockup schedule:

• Select Linear lockup.

• Leave the lockup cliff disabled (no cliff).

• Set lockup schedule length to 3 months.

• Set unlocking frequency to every 1 month.

• Set start alignment to same day as start date (or your chosen unlock start date).

1. Save the template.

After saving, the template is added to your template library with a unique template ID (for example, quarterly‑performance‑bonus).

Using the template ID in bulk imports

Once this template exists, you can:

• Apply it when creating individual grants in the app, or

• Use the template ID in your CSV bulk upload file.

For CSV bulk upload:

1. Include a column for Template ID in your grants upload sheet.

2. For each quarterly performance bonus grant, set the Template ID column to the ID corresponding to this template (for example, quarterly‑performance‑bonus).

3. Complete the remaining required fields in the CSV (stakeholder, grant amount, start date, and so on).

4. Import the CSV through the Import CSV flow in Coinbase Token Manager.

5. Review a sample of the imported grants to confirm that:

   • The entire grant amount vests immediately.

   • Tokens unlock evenly over three months according to the lockup configuration.

This approach lets you issue consistent quarterly performance bonus grants to multiple employees with a single, reusable template.

Overview

This example shows how to configure a token grant template in Coinbase Token Manager for a one‑time transfer grant, typically used when:

• A company needs to issue the full allocation of an employee’s restricted token award

• The tokens are sent in a single transfer to a dedicated multi‑signature wallet (for example, a Safe)

The configuration below can be used as a reference when creating reusable templates for one‑time token mint or transfer grants.

Template configuration

Example template values:

• Template name: One‑time transfer

• Schedule type: Vesting only

Vesting schedule:

• Vesting type: Linear vesting

• Vesting cliff:

  • Enabled

  • 100 percent vests immediately on the schedule start date

There is no ongoing vesting over time. The entire grant amount vests at once on the start date.

No lockup schedule is included in this template; if a lockup is required, it can be configured separately or in a different template.

How to create this template in Coinbase Token Manager

1. Go to the Token grants area.

2. Open the Templates tab.

3. Choose the option to create a new token grant template.

4. Enter the template name, for example: One‑time transfer.

5. Set the schedule type to Vesting only.

Configure the vesting schedule:

• Select Linear vesting.

• Enable the vesting cliff and set:

  • Cliff percentage to 100 percent.

  • Cliff timing so that vesting occurs immediately on the schedule start date.

• Because 100 percent vests at the cliff:

  • The entire grant is considered vested at the start date.

  • There are no additional vest events after that point.

1. Save the template.

After saving, the template is added to your template library with a unique template ID (for example, one-time-transfer)

Using the template ID in bulk imports

Once this template exists, you can:

• Apply it when creating individual one‑time transfer grants in the app, or

• Use the template ID in your CSV bulk upload file.

For CSV bulk upload:

1. Include a column for Template ID in your grants upload sheet.

2. For each one‑time transfer grant, set the Template ID column to this template’s ID (for example, one-time-transfer).

3. Complete the remaining required fields (stakeholder, grant amount, schedule start date, and so on).

4. Import the CSV through the Import CSV flow in Coinbase Token Manager.

5. Review a sample of the imported grants to confirm that:

   • 100 percent of the grant vests on the start date

   • There are no subsequent vest events

This approach lets you issue consistent one‑time token mint or transfer grants to multiple recipients with a single, reusable template.