Gold Platform Manager Role Development
Budget: $10 – $30 USD
Platform Roles & Features Overview
Manager Role
Managers are granted specific access within the platform to manage and support users efficiently. Their responsibilities and permissions include:
1. Customer Management
Register New Customers via Referral ID
Managers can create new user accounts and link them under their referral structure.
Edit Customer Information
Update customer details such as name, email, phone, and KYC documents.
View and Manage Own Customers
Managers can only access the details and transactions of customers they have personally registered.
2. Customer KYC Verification
Review and approve submitted KYC documents.
Ensure all referred users meet platform compliance standards.
3. Customer Portfolio Overview
View gold holdings, transaction history, and account performance of their customers at a glance.
4. Approvals and Transactions
Approve Customer Gold Sell Requests
Managers must review and approve requests when users wish to sell gold.
5. Commission Management
Receive 0.5% commission on:
Every gold purchase made by referred customers.
Every gold sale approved.
6. Dashboard & Reporting
Manager Dashboard: Analytics including customer count, gold volume, and earned commissions.
Commission Reports: Detailed logs of commissions tied to transactions.
Manager Logs: Record of all manager actions for transparency and audit purposes.
7. Target & Performance Tracker
Platform can assign monthly or quarterly targets (e.g., number of new users, total gold volume).
Managers can view performance metrics against assigned goals.
8. Notifications
Receive alerts via email/SMS for:
New customer registrations
Gold purchase or sale events
KYC submission and approval statuses
9. Dispute Handling Dashboard
Interface to manage and escalate customer concerns or transaction disputes.
Direct communication with platform admin for unresolved issues.
10. Role-Based Permissions
Tailored access per manager. Admins can enable or disable specific actions like editing rights or approval capabilities.
11. Manager Profile and Settings
Manage personal profile, update login credentials, contact information, and notification preferences.
User Feature: Direct Gold Purchase (Inspired by Jos Alukkas DigiGold)
In addition to existing options like "Add Funds to Wallet" and "Buy Gold from Wallet Balance", users can now purchase gold directly using real-time payments.
Direct Gold Purchase – Flow
1. Select Gold Quantity or Amount
Choose gold by weight (e.g., grams) or amount (currency).
2. Live Gold Rate Display
Show real-time gold rate for full price transparency.
3. Login/Registration Prompt
Authenticate users before proceeding with the purchase.
4. Choose Payment Mode
PayPal (Already Integrated)
5. Instant Purchase Confirmation
After successful payment, display confirmation screen with:
Gold purchased
Transaction ID
Date & time
6. Automatic Wallet Update
User’s gold wallet is updated immediately with the new purchase.
7. Digital Receipts & Alerts
Email and SMS sent with full transaction details and receipt.
Manager Role
Managers are granted specific access within the platform to manage and support users efficiently. Their responsibilities and permissions include:
1. Customer Management
Register New Customers via Referral ID
Managers can create new user accounts and link them under their referral structure.
Edit Customer Information
Update customer details such as name, email, phone, and KYC documents.
View and Manage Own Customers
Managers can only access the details and transactions of customers they have personally registered.
2. Customer KYC Verification
Review and approve submitted KYC documents.
Ensure all referred users meet platform compliance standards.
3. Customer Portfolio Overview
View gold holdings, transaction history, and account performance of their customers at a glance.
4. Approvals and Transactions
Approve Customer Gold Sell Requests
Managers must review and approve requests when users wish to sell gold.
5. Commission Management
Receive 0.5% commission on:
Every gold purchase made by referred customers.
Every gold sale approved.
6. Dashboard & Reporting
Manager Dashboard: Analytics including customer count, gold volume, and earned commissions.
Commission Reports: Detailed logs of commissions tied to transactions.
Manager Logs: Record of all manager actions for transparency and audit purposes.
7. Target & Performance Tracker
Platform can assign monthly or quarterly targets (e.g., number of new users, total gold volume).
Managers can view performance metrics against assigned goals.
8. Notifications
Receive alerts via email/SMS for:
New customer registrations
Gold purchase or sale events
KYC submission and approval statuses
9. Dispute Handling Dashboard
Interface to manage and escalate customer concerns or transaction disputes.
Direct communication with platform admin for unresolved issues.
10. Role-Based Permissions
Tailored access per manager. Admins can enable or disable specific actions like editing rights or approval capabilities.
11. Manager Profile and Settings
Manage personal profile, update login credentials, contact information, and notification preferences.
User Feature: Direct Gold Purchase (Inspired by Jos Alukkas DigiGold)
In addition to existing options like "Add Funds to Wallet" and "Buy Gold from Wallet Balance", users can now purchase gold directly using real-time payments.
Direct Gold Purchase – Flow
1. Select Gold Quantity or Amount
Choose gold by weight (e.g., grams) or amount (currency).
2. Live Gold Rate Display
Show real-time gold rate for full price transparency.
3. Login/Registration Prompt
Authenticate users before proceeding with the purchase.
4. Choose Payment Mode
PayPal (Already Integrated)
5. Instant Purchase Confirmation
After successful payment, display confirmation screen with:
Gold purchased
Transaction ID
Date & time
6. Automatic Wallet Update
User’s gold wallet is updated immediately with the new purchase.
7. Digital Receipts & Alerts
Email and SMS sent with full transaction details and receipt.