Getting Started

This guide walks you through creating your account, logging in, and navigating the PG P2P Platform.

Creating an Account

1. Go to the Sign Up page (/signup).
2. Enter your full name.
3. Enter your email address.
4. Choose a password (minimum 8 characters) and confirm it.
5. Click Sign Up.
6. You will be logged in automatically and redirected to the dashboard.

Tip — Team Invitations: If someone invited you via a team link, your email will be pre-filled and the team name and role are displayed. The button changes to "Accept Invitation & Sign Up". After signing up, you automatically join that team and can start trading right away.

Note: If you are in a restricted country, you will see a Country Restricted banner and will not be able to create an account.

Logging In

1. Go to the Login page (/login).
2. Enter your email and password.
3. Choose a session duration:

• 1 day
• 7 days (default)
• 30 days
• 90 days

4. Optionally check Auto login on this device to stay logged in automatically.
5. Click Sign In.

Note: If you are in a country that has been restricted by the platform, you will see an access denied message instead.

Dashboard Overview

After logging in, you land on the Dashboard (/dashboard). Here is what you will see:

First-Time Setup

If you do not have a tenant (team) selected, you will see a "No Tenant Selected" warning with a button to create a new team. Create one to get started.

KYC Verification Banner

At the top of the dashboard, a banner may appear prompting you to verify your identity. Completing KYC verification unlocks full trading access. See the KYC Verification guide for details.

Stats Overview

The dashboard shows 4 summary cards:

Marketplace Preview

A promotional section links you to the marketplace with three info cards: Buy Offers, Sell Offers, and Live Trading. Click to browse the marketplace.

Recent Trades

A table showing your last 5 trades with columns: Trade ID, Asset, Amount, Price, Total, Status, Date, and a View button to open the trade detail.

Quick Actions

Two action cards to get started fast:

• Buy Assets — Opens the marketplace to browse sell offers
• Sell Assets — Takes you to create a new sell offer

Create Offer Button

In the page header, the Create Offer button opens the offer creation wizard directly from the dashboard.

Sidebar Navigation

The sidebar gives you access to all platform features:

Note: Some menu items are only visible based on your role permissions. For example, a Viewer role may not see Wallet.

Tenant Selector

At the top of the sidebar, you will see a tenant dropdown. This lets you:

• Switch between different teams you belong to
• Create New Tenant — Start a new team
• Manage Tenants — Configure tenant settings

All data on the dashboard (trades, offers, wallet) is scoped to the currently selected tenant.

Language Switcher

In the top navigation bar, click the language icon to switch between English, Spanish, French, and Haitian Creole. The language updates immediately across the entire interface.

User Menu

Click your avatar in the top-right corner to access:

• Profile settings link
• Logout button

Mobile Navigation

On smaller screens, the sidebar becomes a hamburger menu (drawer). Tap the menu icon to access all navigation items, tenant selector, and user info.

Setting Your Language

The platform supports 4 languages:

• English
• Spanish (Espanol)
• French (Francais)
• Haitian Creole (Kreyol Ayisyen)

To change your language:

1. Go to Dashboard > Settings.
2. Click the Language tab.
3. Select your preferred language.
4. Click Save.

The page reloads and the entire interface updates to your chosen language.

Understanding Tenants and Teams

Every user on the platform belongs to one or more tenants (organizations/teams). Here is how they work:

• All your data is scoped to your current tenant. Your trades, offers, and wallet belong to the team you are currently viewing.
• You can belong to multiple tenants. For example, you might have a personal account and also be part of a business team.
• Switch tenants anytime using the dropdown at the top of the sidebar.
• When you sign up, a default tenant is created for you automatically.
• Team invitations let you join other tenants. When you accept an invite, that tenant appears in your dropdown.

Creating a New Tenant

1. Open the tenant dropdown at the top of the sidebar.
2. Click Create New Tenant.
3. Enter a name for your tenant.
4. Click Create.
5. The new tenant is automatically selected as your active tenant.

Tip: If you see a "No Tenant Selected" warning, use the dropdown to select a team or create a new one before accessing other dashboard pages.

Next Steps

Now that you are set up, here is what to do next:

1. Verify your identity — Complete KYC for full trading access
2. Browse the marketplace — Find offers to trade on
3. Create your first offer — List your own buy or sell offer
4. Set up your wallet — Deposit funds to start trading

Updated on: 24/02/2026