Admin & Operations
Describe the admin dashboard and its key features, including user and system management tools.
Operator Controls is the admin area of your exchange. Its pages are described here:
Operator Controls is designed so that most tasks take only a few clicks, and many exchanges are run by a single owner without a technical background. Use the search in the top bar (Ctrl+K) to jump to any page or setting.
How are roles and permissions managed within the platform? Can they be customized?
Give team members operator roles to help with operations:
→ Operator Controls: Access Control
Roles can be customized in detail, controlling what each operator can view and edit.
Describe the CRM tools available for managing client relationships (e.g., client profiles, revenue metrics, RM assignments).
There is no built-in CRM, but you can integrate third-party CRM tools through the API or plugins.
What tools are available for managing users and customer support (e.g., ticketing, knowledge base)?
Operator Controls includes user management (Operations → People → Users) and a built-in help desk with ticketing when that feature is enabled for your exchange (see Operator Controls: Support). You can also use third-party tools through plugins.
How are KYC/AML processes managed by administrators?
HollaEx offers a built-in KYC/AML system through its partnership with iDenfy. You can also opt in to another provider, such as Sumsub, Persona or Shufti Pro, instead. Verification results appear in Operator Controls → Operations → Review Queue → ID Verification, where your team can approve or reject them. See KYC & AML and the KYC/AML plugins:
How does the platform handle financial operations such as rebalancing and fee management?
Settle fees in Operator Controls → Fees & Revenue → Earnings, and manage exchange balances and transfers under Treasury.
→ Operator Controls: Fees & Revenue
Describe how fees are configured and how the platform supports different fee structures for various user tiers.
Admins set maker and taker fees for each market and user tier in Operator Controls → Exchange → Configuration → Tiers.
What reporting and analytics features are available for administrators?
HollaEx includes a built-in Profit & Loss (P&L) Tracking feature that gives users a clear summary of asset value changes over time. It includes a line chart view (up to 3 months) and a Balance History tab showing asset holdings by date. Turn it on in Operator Controls → Exchange → Configuration → Features. Operators also get exchange-wide reports on trading volumes, fees and users under Analytics.
Find the details: Profit & Loss Tracking
For more advanced reporting needs, the platform can be extended with third-party analytics tools via API integrations.
Does the platform provide real-time monitoring and alerts for administrators?
Real-time monitoring can be set up through API integrations with third-party tools. There is also a built-in email audit system that sends copies of all important actions to the admin. Find more information here: Email Customization & Audit
For exchange-wide uptime visibility, a Status Page can be configured to show users availability history and planned maintenance schedules.
How does the platform handle content management, including announcements or news posts on the front end?
HollaEx includes a built-in Announcement feature to notify all users of important updates or news.
Email templates can also be edited and configured for automated sending as needed.
Does the platform support the addition of plugins or modules for extra features?
Yes. Plugins are a core part of the HollaEx ecosystem. Operators can install existing plugins or develop their own. Examples of custom integrations built by operators include self-developed on-ramping flows and physical card integrations.
Describe the process for software updates and how new versions are deployed.
HollaEx releases updates regularly. New versions can be installed automatically, or you can click Upgrade on your exchange's Hosting page in the dashboard. See Exchange Hosting.
→ Release notes are on the Updates page of your HollaEx dashboard.
What measures ensure high uptime and operational stability?
HollaEx's uptime can be monitored here at https://status.hollaex.com/.
HollaEx Cloud has systems in place to restore service as quickly as possible after downtime.
Operators can also set up a Status Page for their own exchange, allowing users to view uptime history and upcoming maintenance windows.