Manage and design your own exchange with the HollaEx Kit!

HollaEx

If you ever considered building your own crypto exchange, chances are you know HollaEx; The company behind the successful White-Label, open source exchange development toolkit with the same name, and if you don’t, you can look it up here!

Being familiarized with this world, you probably know that most White-Label tools are very limited and offer a rather poor variety of configuration and personalization options, leaving you with a similar exchange to all the others created with the same tool. This makes it very hard for your project to shine between the rest and will probably make it fail in the long run.

The HollaEx Kit comes to demystify this; even though it’s a White-Label tool, it has full customization from the code up, while at the same time counts with a built-in graphic interface for those who don’t know coding, allowing anyone to create any exchange they come up with, while not losing any of the advantages White-Label software brings.

In this article I will get behind the scenes of crypto development and show you all the options this Kit’s personalization gives you and your exchange. For this, I’ll assume you already set up your exchange, if you haven’t, you can see how in our DIY guide or the Cloud one!

Why don’t we begin?

Operator Controls: AKA the Blue Admin

Exchanges created with the HollaEx Kit can be customized in the Operator Control Panel or “blue admin” section; A special tool developed for exchange operators, designed to allow them to manage and personalize their projects, which can be accessed from the platform’s web.

Once your exchange and its web are set up and running, you must go to “localhost:8080” in your internet browser, this will take you to a page like this:

You will be automatically detected as the exchange owner, click on “Begin account creation” to start the signup. This process is very easy and automatic, so it shouldn’t take you more than a couple of minutes.

Once your account is created and you logged in, this is what you will see:

As you can see, it’s your exchange just like others would see it, but with some blue buttons on the bottom, this is where the magic happens.

“Edit mode” is a graphical/simplified menu for the web’s customization; It will allow you to change things such as logos, texts, colors, etc, in a very intuitive way.

“Console” is for those of you who don’t fear some code, this is the way of customizing the web from the ground up, anything you imagine for your exchange you can do it here; If you have the programming knowledge of course!

Finally, the most extensive section and the one we are gonna mostly cover in this article, the main “Operator Controls”.

This is the place where you can do a diversity of stuff, like seeing live data about your users or your assets, adding plugins, setting roles for your users, configuring third party services such as AWS or an SMTP server, everything available in “edit mode”, etc.

Since this is the most important, diverse and long part of the Blue Admin’s options for customization, this article will be focused on it. We will be doing a full tour over its possibilities for your exchange, and teach you how to use them! Let’s Begin.

Operator Controls tour

What better place to Start a Tour than a “General” section? Here you will find everything you would expect to find in a section called: Exchange’s name, Lenguage, Native currency, feature selection and a couple of technical things like the SMTP server configuration or the custom terms and conditions section.

Note: More info on how to set an SMTP server click here.

Following it we find the “Users” section, here you will see live data about your users like their general info (Name, email, country), balances, email verification status, etc. You will also have some actions available like freezing a user’s account or applying a trading fee discount.

You will also have a user search engine, which will be useful when your exchange reaches thousands of users, or even millions!

The next section is “Financials”, here you will be able to do a wide variety of things related to your users’ wallets and your exchange’s economy in general, such as seeing withdrawals and deposits, users’ wallets or your earnings from their fees.

After “Financials” we go to “Trading”, this is a special section as it must be accessed using the bitHolla’s dashboard, there you will be able to see and modify your exchange’s trading pairs such as adding and removing them and observing active orders/trades.

After this section, we proceed to “Plugins”, here you will be able to download modifications/personalization options for your exchange, like a KYC (Know your customer) Protocol, or an SMS service.

These will help you save a lot of time and can be very helpful if you don’t know coding!

Also, you can even create your own if you have some knowledge in coding; For example, you can design a plugin to communicate with other systems outside of the HollaEx ecosystem, such as a bank, payment processor or third-party KYC services.

Now we proceed to “Tiers”, this is an important section since it’s where you will be able to set fees and withdrawal/deposit limits for your users, depending on their account’s Tier

You can have as many tiers as you want (Even though we recommend not having more than 4 or 5 max as it can be confusing/overwhelming for your users), and configure them the way you want to, changing their name, icon, requirements, etc.

Your users will be able to request a Tier upgrade, and you (Or a Bot if you set it up) will have to give them the Tier, depending on if they met the requirements you set previously.

For example, you may require a minimum deposit amount of crypto in order to qualify for an account tier upgrade (this can be coded via the plugins).

Now, we proceed to “Roles”, here you can give different access levels on your exchange to your users. These levels are classified in 5 ranks, according to the information they can get and changes they can make.

Adding roles can help you build a strong team to make your exchange grow!

Following up we find “Chat”, this is a paid feature only available for Crypto master of Fiat Pro Cloud Plans, and it’s exactly what you think it is; a chat tool for your exchange’s users.

And now, for the remaining sections, we gotta go back to the bitholla dashboard. Once there, you will find the “Hosting” section, where you will be able to see your hosting plan (DIY/Cloud), change it, and know your exchange status.

Up next, there’s “API KEYS”. This is where you will be able to see your exchange’s keys, used to install the exchange. These keys should never be shared to anyone. The HollaEx Team will never ask you for your secret key.

Following “API KEYS”, we got “Billing”. Here you can check your exchange’s pending and paid payments, like cloud plan’s fee, or DIY’s upgrades. You have the option of downloading this information in a CSV document for easier management.

Last but not least, we got “Collateral”, this is where you can stake XHT (HollaEx’s native currency) to increase your exchange’s profit margins. You can also get other people who believe in your project to stake for you, this is possible thanks to the HollaEx’s crowdfunding system.

As you can see, the HollaEx kit facilitates the exchange’s creation and personalization process for everyone, by creating a tool that is accessible for anybody but professional at the same time, allowing you to give life to that project of yours, no matter how much you know!

And this is all we got for today! If you have any extra questions, you can go to the HollaEx’s doc page or leave a comment on forums, also, why don’t you join the Discord server?