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How to Set Up Your Admin Account and Navigate the Platform

This guide will walk you through the process of setting up your admin account and navigating the WhiteLabel Community Deals Platform as an administrator.

Prerequisites​

Before you can access the admin panel, you need to:

  1. Have a registered account on the platform
  2. Complete KYC verification
  3. Have your wallet address added to the admin role by a platform administrator

Obtaining Admin Access​

Step 1: Register and Complete KYC​

  1. Register for an account on the WhiteLabel platform
  2. Complete the KYC verification process
    • Submit required identification documents
    • Wait for verification approval

Step 2: Request Admin Access​

  1. After your KYC is approved, send your wallet address to the Marsbase admin manager
  2. Include your full name and email address in the request
  3. Wait for confirmation that admin privileges have been granted

Accessing the Admin Panel​

Once your wallet address has been granted admin privileges, you can access the admin panel in two ways:

Method 1: Direct Navigation​

  1. Log in to the platform with your account
  2. Navigate to /admin in your browser
  3. You should see the Admin Dashboard

Method 2: Using the Role Switcher​

  1. Log in to the platform with your account
  2. Click on your profile icon in the top-right corner
  3. Open the role switcher dropdown menu
  4. Select "Admin Panel" from the options

Admin Panel Navigation​

The admin panel is organized into several key sections accessible from the sidebar:

Dashboard​

The central hub showing platform metrics and alerts:

  • User statistics
  • Deal metrics
  • Pending actions
  • Recent activity

Deal Management​

Manage all investment deals on the platform:

  • Review and approve deals
  • Deploy token contracts
  • Monitor active deals
  • Edit deal information

Token Management​

Configure and manage tokens across the platform:

  • Set up token parameters
  • Monitor token sales
  • Configure token distribution

Entity Management​

Manage legal entities for deals:

  • Create and edit entity profiles
  • Configure entity documentation
  • Manage entity relationships

P2P Trades​

Oversee peer-to-peer trading activity:

  • Monitor trade requests
  • View trade history
  • Address trading issues

User Management​

Manage platform users:

  • View and edit user profiles
  • Assign user roles
  • Handle KYC verification
  • Manage user status

Referrers​

Configure and track the referral program:

  • Set up referral parameters
  • Track referral activity
  • Manage referral rewards

Newsletter Subscribers​

Manage marketing communications:

  • View subscriber list
  • Manage subscription preferences
  • Track engagement metrics

Audit Logs​

Review system activity for security and compliance:

  • View user actions
  • Track system changes
  • Monitor security events

Platform Settings​

Configure global platform settings:

  • Customize platform appearance
  • Set up legal documents
  • Configure compliance rules
  • Manage blockchain networks

Key Admin Tasks​

As an administrator, you'll be responsible for several important tasks:

  1. Approving Deals: Review and approve deals submitted by issuers
  2. Deploying Contracts: Deploy and verify token sale smart contracts
  3. Managing Users: Create accounts, assign roles, and handle KYC verification
  4. Configuring Settings: Set up platform parameters and compliance rules
  5. Monitoring Activity: Track platform metrics and respond to alerts

Best Practices for Administrators​

  1. Regular Monitoring: Check the admin dashboard daily for alerts and pending actions
  2. Prompt Approvals: Process deal and user approvals in a timely manner
  3. Security Awareness: Regularly review audit logs for suspicious activity
  4. Documentation: Keep records of administrative actions and decisions
  5. Stay Updated: Familiarize yourself with platform updates and new features

Troubleshooting​

Common Issues​

  1. Cannot Access Admin Panel

    • Verify your wallet address has been correctly added to the admin role
    • Check that you're logged in with the correct account
    • Clear browser cache and try again

  2. Missing Admin Features

    • Ensure you have the latest version of the platform
    • Contact the platform administrator to verify your permission level

  3. Contract Deployment Issues

    • Verify your wallet has sufficient funds for gas fees
    • Check network connectivity and blockchain network status
    • Ensure all required contract parameters are correctly configured

Next Steps​

After setting up your admin account, explore these guides to learn more about specific administrative functions: