User Guide

This guide will help get you started with Exbita and describes all sections on it.

Home Page


The Home Page was developed as a landing with a single page. It contains general information about the project and contact information.

Header Block

  1. Heading Text - Translatable Heading Text
  2. Sub Heading Text - Translatable Sub Heading Text
  3. About Link - It navigates to About Section
  4. Currencies Link - It navigates to Currencies Section
  5. Contact Link - It navigates to Contact Section
  6. User Dropdown Link - There are two links in the dropdown: Market (Markets Section) and Logout (used to destroy current active session) Links
  7. Language Selector - The Language Switcher with the list of available site languages

About Block

  1. Heading Text - Translatable Heading Text
  2. Sub Heading Text - Translatable Sub Heading Text
  3. Markets - The List of available markets

Currencies Block

It contains an editable block about available currencies.

Footer Block

There are three information blocks in the footer section:

  1. Social and Email Links (editable from Site Settings section)
  2. Copyright (editable from Site Settings section)
  3. Links to Pages (Terms Page, Security Page, and API Documentation Page)


Admin Dashboard


This section is only available for admin users and used to manage users, markets, payments, and site settings. This section contains the following sections:

  1. Users
  2. ID Verifications
  3. Payments
  4. Exchange
  5. Site Settings
  6. Theme Editor
  7. Locale
  8. Logout
  9. Market Home

Users

The list of registered users, where admin can get users profile data, status, and block users.

  1. Filter block allows to filter the list of user by Email, ID, Status and Registered Date
  2. Actions Column allows to block or unblock selected user

ID Verifications

This section allows admin users to verify or reject users based on uploaded documents. The list of submitted requests will be displayed on this page.

The list can be filtered by its status, name & surname, identity number, and submitted date. The request can be approved or rejected by clicking to Evaluate button. Once the submitted request is approved, the approved user is allowed to start deposit funds and trade. The result of verification status will be sent to the user by email.

Payments

This section allows admin users to approve or reject deposits & withdrawals requested by users. The section has the following structure:

  1. Deposit
    • Fiat Wallets
    • Crypto Wallets
  2. Withdraw
    • Fiat Wallets
    • Crypto Wallets

Deposit

The deposit screen displays all deposits made by users, and admin is allowed to approve or reject them. It contains two sections:

1. Fiat Wallets

The list of deposit requests. Admin users allowed to approve or reject each request. The filtering option is available by id, status, amount, date, and code.

2. Crypto Wallets

The Crypto Deposit Screen displays all records, which were confirmed by blockchain and deposited to the user's wallet.

The following fields are available:

  1. User's email
  2. Deposited amount
  3. Currency
  4. Wallet Address
  5. Transaction ID from the blockchain
  6. Deposited date and time

Exchange

This section allows admin users to add/delete markets, set trading commissions, and manage crypto/fiat trading settings. The section has the following structure:

  1. Markets
  2. Commissions
  3. Crypto Settings
  4. Fiat Settings
  5. Markets

This section allows admin users to see the list of markets, add new markets, or modify existing markets and also delete them. The Market Form has the following fields:

  1. Market Name
  2. Fiat Currency
  3. Crypto Currency
  4. Minimal Fiat Trade Size
  5. Minimal Crypto Trade Size

Commissions

This section allows admin users to set exchange commission. There are two options available:

  1. Site Commission Percent e.g. 0.25 is 0.25%
  2. Site Commission Tax Percentage e.g. 0.18 is 18%

Click to Save button to update settings.

Crypto Settings

This section allows admin users to configure each crypto currency settings. There are four options available:

1. Minimum Deposit Amount e.g. 0.001

2. Withdraw Fee e.g. 0.0001

3. Minimum Withdraw Amount e.g. 0.001

4. Maintenance Mode e.g. checked or unchecked

Click to Save button to update settings.

Fiat Settings

This section allows admin users to configure each fiat currency settings. The following fields need to be specified:

1.Symbol e.g. USD

2. Name e.g. US Dollar

3. Bank Name, IBAN, Recipient Name, SWIFT Code

4. Minimum Deposit Amount e.g. 0.1

5. Withdraw Fee e.g. 0.01

6. Minimum Withdraw Amount e.g. 0.1

7. Maximum Withdraw Amount (Daily, Monthly) e.g. 2

8. Deposit Description - two languages available (en, tr)

Theme Editor

This section allows admin users to modify existing templates and stylesheet files. Check the image below to see a description of each block.

Locale

Exbita is a multilingual exchange platform; therefore, it allows you to add any language to the site and edit existing ones. This section allows admin users to add/modify site languages.

Add New button allows to add new site language. There are two available options:

  1. Locale Abbreviation (e.g. fr)
  2. Locale Name (e.g. France)

Important Note: if you decided to remove any language from the site, make sure you didn't select it as a default language from language switcher interface on home page and while creating a new language use lowercased letters, otherwise it could cause 500 error.

Edit button allows to modify existing language. This button opens The Language Edit Page, which contains three separate tabs:

1. General Settings - allows for editing Locale Abbreviation, Name, and its status.

2. Static Pages - allows for editing existing static pages (e.g. API Docs, Terms pages)

3. Translations - allows to edit existing strings from the language files.

When you click to each template section, a new popup will be opened with its all available strings


User Dashboard


This section is available for the default user group and used to manage their profile data, orders, and wallet operations.

Settings

The Settings Page allows users to edit their profile, secure & verify an account, and get API access. It was divided into the following sections:

  1. Change Password
  2. Two Factor Authentication
  3. Identity Verification
  4. API Access

Change Password

This section allows users to change their current password and set a new one. The following fields need to be specified:

1. Previous password

2. New Password

3. Confirm New Password

Click to Update button to update the password.

2FA Authentication

Two-Factor Authentication (2FA) can be used to help protect your account from unauthorized access by requiring you to enter an additional code when you sign in. The system allows two types of two-factor authentication:

1. Google Authenticator

SMS

1. Setting up Google Authenticator

  • Click to Google Authenticator button in order to enable and set up this method
  • Install Google Authenticator mobile app to your phone
  • Write down the backup code. It's very important to do it and to keep it safe
  • You will see the QR code, which has to be scanned by the code-generating app. Don't close this window. Now it's time to pick up your smartphone
  • Point your camera at the QR code. It will be scanned, and Google Authenticator will display your authentication code immediately. Enter displayed code to One Time Password field and click to Enable button
  • Great! You are all set, 2FA is enabled on your account.

In order to disable the 2FA method, you need to click to Disable 2FA Authenticator button and enter a one-time password from Google Authenticator mobile app. Once you entered the code, click to Disable button.

2. Setting up SMS 2FA Method

  • Enter your phone number
  • Click to Send Verification Code
  • Enter received SMS code from your mobile
  • Click to Enable button
  • Great! You are all set, 2FA is enabled on your account.

In order to disable 2FA method, you need to click to Disable 2FA Authenticator button and enter one time password received from your mobile. Once you entered the code, click to Disable button.

Identity Verification

The system allows deposit, withdraw funds, and trade only for users who passed a verification process. This section allows you to upload all required documents and submit them for a review.

In order to start a verification process, you have to click on the Verify My Identity button.

The verification process divided into four parts:

Basic information

  • ID Photo
  • Selfie Photo
  • Address Photo

1. Basic information

  • Name & Surname
  • Identity Number (Passport Identity Number)
  • Residence Address (Full residence address including city, state, and country)

2. ID Photo

Click to the upload form to attach a photo. The example photo is available by clicking to Click to see example photo button.

3. Selfie Photo

Click to the upload form to attach a selfie photo. Example of selfie photo is available by clicking to Click to see example photo button.

3. Address Photo

Click to the upload form to attach an address photo. Example of address photo is available by clicking to Click to see example photo. After all documents uploaded, you can submit them for review by clicking to the Complete Verification button.

After submitting all documents, the system displays the following screen, which means your account is under review.

Once it's approved, users will be notified by email. Also, the Identity Verification Screen will inform users that their account was verified.

If the documents were rejected, the system allows starting another verification process and upload new documents.

API Access

Exbita API provides programmatic access to Exbita’s trading engine. In order to get access to Exbita's API, the following steps are required to be done:

  1. Go to API Access Page
  2. Click to Create token button as shown below:

3. Fill all form fields

  1. Token Name (e.g. MyToken)
  2. Scopes (Read access, Manage Orders). The scope constrains the endpoints to which a user has access, so Read Access allow only to read data while Manage Orders scope allows to full access to all orders actions (Create, Cancel, Update Orders)

4. Get API Token

The system displays the newly created API Token, which needs to be copied as shown below:

5. List of API Token

The list of records displays all created API Tokens and allows users to revoke or create a new one.

Payments

This section used to perform wallet operations by users. The section has the following structure:

  1. Deposit
    • Fiat Wallets
    • Crypto Wallets
  2. Withdraw
    • Fiat Wallets
    • Crypto Wallets

Deposit

The deposit screen allows users to deposit funds in fiat and crypto. It was divided into two sections:

1. Fiat Wallets

The steps to deposit funds to Fiat wallet:

  1. Select currency from the dropdown
  2. Enter Amount
  3. Click to Deposit button.

The code from Description Code needs to be provided as a description when transferring funds to the provided bank details to identify a user who made the deposit.

2. Crypto Wallets

The steps to deposit funds to Crypto wallet:

  1. Select currency from dropdown
  2. Copy Wallet Address and send the coins to that address

After the deposit confirmed by the system, it will be displayed in the Deposit History block, and the balance will be updated automatically.

Withdraw

The deposit screen allows users to withdraw funds in fiat and crypto. It was divided into two sections:

1. Fiat Wallets

The steps to withdraw funds to Fiat wallet:

  1. Select currency from the dropdown
  2. Fill bank details
  3. Enter 2FA code (if enabled)
  4. Submit a new request

After a new withdrawal request submitted, it will be sent to admins to approve it.

2. Crypto Wallets

The steps to withdraw funds to Crypto wallet:

  1. Select currency from the dropdown
  2. Enter Wallet Address
  3. Enter 2FA code (if enabled)
  4. Submit a new request

After a new withdrawal request submitted, it will be sent to admins to approve it.


Markets


This section displays all available markets and their stats, orderbook, graph, and trade history. There are two screens available: Market List and Single Market Screens.

Markets List

The Markets Page displays the list of available markets along with its stats. The following stats are available:

  1. Market (market name e.g. BTC-USD)
  2. Currency (e.g. Bitcoin)
  3. Current price
  4. 24h Volume
  5. 24h Highest Price
  6. 24h Lowest Price
  7. 24h Price Change
  8. Buy/Sell button (it navigates to single market page)

Single Market

This section displays all the information about a specific market. This section is divided into the following sections:

  1. Chart (Trading View)
  2. Market Stats
  3. Buy/Sell Form
  4. Open Orders
  5. Orderbook
  6. Market History
  7. Filled Orders

Chart

This block displays the chart of given market. It uses TradingView component to display the data. It provides various trade details based on provided market history from database.

Market Stats

This block displays specific market stats:

  1. Last Price
  2. Bid
  3. Ask
  4. 24h Highest
  5. 24h Lowest
  6. 24h Change
  7. 24h Volume

Buy/Sell Form

This block displays two forms to buy and sell currency:

1. Buy currency

It allows placing two types of orders: Market (Quick Buy) and Limit Order (Place Order).

2. Sell currency

The same as the Buy form, it allows placing two types of orders: Market (Quick Buy) and Limit Order (Place Order). According to created order type, the system matches order immediately if it's Market Order and adds the order to the Orderbook (see Orderbook section) if it's Limit Order.

Open Orders

This block displays all active orders (buy,sell) created by the user. Each of them can be canceled by clicking to cancel icon as shown below:

Orderbook

This block displays all limit orders (buy,sell) created by users. It has two blocks:

  1. Market Buy Orders
  2. Market Sell Orders

Each of them displays orders sorted by highest bid/lowest ask price with the following information:

  • Sum (e.g. USD)
  • Total Price
  • Amount
  • Bid

The Orderbook allows canceling the orders by owners by clicking to cancel icon at the left of the order

Market History

The Market History block displays the latest buy/sell orders sorted by date. The list contains the following data:

  1. Transaction time
  2. Type
  3. Amount
  4. Unit Price
  5. Total Amount

The pagination is available at the bottom of the table.

Filled Orders

The Market History block displays the latest buy/sell filled orders sorted by date. The list contains the following data:

  1. Order Created Date
  2. Order Filled Date
  3. Order Type
  4. Order Rate
  5. Actual Rate
  6. Amount Filled

The pagination is available at the bottom of the table.


Orders


This section displays user's orders divided into two blocks:

  1. My Orders
  2. Filled Orders

My Orders

This block displays all active orders (buy,sell) created by the user. Each of them can be canceled by clicking to cancel icon as shown below.

The table displays the following fields:

  1. Market Name
  2. Order Submitted Date
  3. Order Type
  4. Amount
  5. Remaining Amount

The pagination is available at the bottom of the table. The table can also be filtered by Markets.

Filled Orders

This block displays all filled orders (buy,sell) created by the user.

The table displays the following fields:

  1. Market Name
  2. Order Submitted Date
  3. Order Type
  4. Actual Rate
  5. Amount
  6. Amount Filled

The pagination is available at the bottom of the table. The table can also be filtered by Markets.



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