Overview #
The Edit Currency page allows administrators to modify the details of an existing currency. This includes updating the currency’s title, code, associated gateway, reserve amount, fees, and various other settings. The page is designed to provide a comprehensive form for editing all relevant attributes of a currency.
Navigation #
- Access the Currency List:
- From the admin dashboard, navigate to the Currency section.
- Click on Currency List to view all available currencies.
- Edit Currency:
- In the Action column of the currency table, click on the Edit button next to the currency you wish to modify.
Edit Currency Form Fields #
Each form field in the Edit Currency page has specific requirements and validation rules to ensure data integrity and consistency. Below are the descriptions of each form field:
- Currency Title
- Description: The name or title of the currency (e.g., US Dollar, Bitcoin).
- Requirements: Required, maximum 150 characters.
- Currency Code
- Description: The official 3-letter currency code (e.g., USD, BTC, EUR).
- Requirements: Required, must be unique, in uppercase.
- Network Code
- Description: The blockchain or network(s) used for the currency (e.g., TRON, BTC, ARBITRUM). If multiple networks are supported, separate them with commas, no spaces.
- Requirements: Optional, must be in uppercase letters.
- Gateway Type
- Description: Select whether the transaction gateway is Manual (processed by admin) or API (automated processing).
- Requirements: Required, must be either ‘Manual’ or ‘API’.
- Gateway
- Description: Select the specific gateway integration used for processing this currency.
- Requirements: Required, must select one from the configured list.
- Reserve Amount
- Description: The system reserve available for this currency, used to determine exchange capacity.
- Requirements: Optional, must be a numeric value.
- Exchange Fee
- Description: The fee charged for exchanging this currency.
- Requirements: Optional, numeric value.
- Exchange Fee Type
- Description: Specify whether the exchange fee is Fixed (e.g., $5) or Percentage (e.g., 2%).
- Requirements: Optional, must select either ‘Fixed’ or ‘Percentage’.
- Payout Fee
- Description: The fee applied when paying out in this currency.
- Requirements: Optional, numeric value.
- Payout Fee Type
- Description: Select whether the payout fee is applied as a Fixed value or a Percentage of the transaction.
- Requirements: Optional, must choose one.
- Min Reserve Alert
- Description: Threshold to trigger a low reserve warning for this currency.
- Requirements: Optional, numeric value.
- Cryptocurrency?
- Description: Indicate whether this currency is a cryptocurrency.
- Requirements: Required, select ‘Yes’ or ‘No’.
- Cryptocurrency Confirmation
- Description: The number of blockchain confirmations required to validate a payment.
- Requirements: Required only if the currency is a cryptocurrency. Must be a numeric value (e.g., 3 or 6).
- Decimal Precision
- Description: The number of digits allowed after the decimal point (e.g., 2 for USD, 8 for BTC). Use Default for system-wide setting.
- Requirements: Optional, integer or select ‘Default’.
- Currency Group: Categorize the currency for frontend display grouping. Options include:
- Fiat
- Stable
- Crypto
- Bank
- Card
- Default (shows currency code only, e.g., USD, EUR)
- Requirements: Required, select from the dropdown.
- Sort Order
- Description: Set the display order of the currency on the frontend. Lower numbers are shown first.
- Requirements: Optional, integer value (e.g., 1, 2, 3).
- Allow Send Payments
- Description: Determines whether users can send this currency.
- Requirements: Required, select ‘Yes’ or ‘No’.
- Allow Receive Payments
- Description: Determines whether users can receive this currency.
- Requirements: Required, select ‘Yes’ or ‘No’.
- Default Send Method
- Description: Set this currency as the default send method for transactions. Only one currency should be marked as default.
- Requirements: Optional, select ‘Yes’ or ‘No’. Required to be ‘Yes’ if no other default send currency exists.
- Status
- Description: The current operational status of the currency.
- Options: Active – currency is live; Inactive – currency is disabled.
- Requirements: Required.
- Logo
- Description: Upload a logo/icon for the currency. A PNG file with a transparent background is recommended.
- Requirements: Required. Must be one of the following formats: jpeg, png, jpg, svg. The maximum file size must comply with the settings
Usage Instructions #
- Navigate to Currency List:
- Go to the Currency section from the admin dashboard.
- Click on Currency List to view all currencies.
- Edit a Currency:
- In the Action column of the currency table, click on the Edit button next to the currency you want to modify.
- You will be directed to the Edit Currency page.
- Modify the Currency Details:
- Update the necessary fields in the form as per the field descriptions and requirements.
- Ensure all required fields are filled out correctly.
- Save Changes:
- After updating the form fields, click on the Save button to apply the changes.
- The currency details will be updated and reflected in the Currency List.
Conclusion #
The Edit Currency page provides a detailed and user-friendly interface for modifying currency details. Administrators can easily update essential attributes, ensuring that the currency settings are accurate and up-to-date.
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