Secure Trade Platform

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Phase 1: Setup & Onboarding ​

This phase covers the foundational setup required for all users to participate in PayPledge transactions. It includes admin wallet creation, user onboarding, and initial account verification.

Phase Overview ​

Step-by-Step Process ​

1. Admin Setup ​

Prerequisites for Platform Operation

  • Action: Admin creates wallet addresses for users through email
  • System Response: Wallet addresses generated and linked to email accounts
  • Screenshot: Admin Setup
  • Video: Admin Setup

Key Actions:

  • Generate buyer wallet addresses via email
  • Fund wallets with ETH and TRADE-S tokens
  • Set up initial account balances
  • Configure user permissions

2. User Onboarding ​

Account Setup for All User Types

Buyer Onboarding ​

  • Action: Buyer completes account setup and wallet verification
  • System Response: Account activated with pre-funded wallet
  • Screenshot: Buyer Onboarding
  • Video: Buyer Onboarding

Seller Onboarding ​

  • Action: Seller completes account setup for PayPledge creation
  • System Response: Seller account activated for transaction requests
  • Screenshot: Seller Onboarding
  • Video: Seller Onboarding

Resolver Onboarding ​

  • Action: Resolver completes account setup for dispute resolution
  • System Response: Resolver account activated for mediation
  • Screenshot: Resolver Onboarding
  • Video: Resolver Onboarding

Underwriter Onboarding ​

  • Action: Underwriter completes account setup for credit management
  • System Response: Underwriter account activated for credit approval
  • Video: Underwriter Onboarding

3. Account Verification ​

Balance and Status Confirmation

  • Action: Users verify their account balances and status
  • System Response: Displays ETH balance and collateral clearing account balance
  • Screenshot: Balance Dashboard

Verification Steps:

  • Check ETH balance for transaction fees
  • Verify TRADE-S token balance for collateral
  • Confirm account status is active
  • Review available credit limits

4. Interface Access ​

Platform Navigation Setup

  • Action: Users access their respective platform interfaces
  • System Response: Dashboard loads with role-specific functionality
  • Screenshots:
    • Trader Interface
    • Resolver Interface

Phase Completion Criteria ​

✅ Ready for Next Phase When: ​

  • All required user accounts are onboarded
  • Wallets are funded with necessary tokens
  • Account balances are verified
  • Users can access their respective interfaces
  • Initial permissions are configured

Key Features ​

  • Email-based Registration: Simple onboarding without complex wallet setup
  • Pre-funded Wallets: Immediate access to trading capabilities
  • Role-based Access: Different interfaces for different user types
  • Balance Verification: Clear visibility of available funds
  • Account Status: Real-time account status monitoring

Common Issues & Solutions ​

Issue: Wallet Not Funded ​

  • Solution: Contact admin to fund wallet with ETH and TRADE-S tokens
  • Prevention: Verify funding before proceeding to next phase

Issue: Account Not Activated ​

  • Solution: Complete all onboarding steps and verify email
  • Prevention: Follow onboarding checklist completely

Issue: Interface Access Denied ​

  • Solution: Verify user role permissions and account status
  • Prevention: Ensure proper role assignment during onboarding

Next Steps ​

After completing Phase 1, users are ready to proceed to: