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wiki: add wiki for DEX trading account management (#2468)
* wiki: add wiki for DEX trading account management Signed-off-by: Philemon Ukane <[email protected]>
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# Guide to Managing Your DEX Trading Account | ||
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In this guide, we will discuss how you can manage your DEX Trading Account. | ||
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Let's get started! | ||
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## Setting Up Your DEX Trading Account | ||
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Before you can start buying and selling on Decred DEX, you'll need a DEX trading | ||
account. If you've already followed all the steps in the [Initial Setup | ||
Guide](https://github.com/decred/dcrdex/wiki/Client-Installation-and-Configuration#initial-setup), you're all | ||
set. If not, let's create your DEX trading account together: | ||
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1. Go to the `Markets` Page. | ||
2. Find the `Create Account` button and click it. | ||
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<img src="./images/create-account-market-page.png" width="300"> | ||
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3. Follow the steps in the [Initial Setup Guide](https://github.com/decred/dcrdex/wiki/Client-Installation-and-Configuration#initial-setup) from step 4. | ||
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**IF** you've already created the wallet you plan to use and funded it with the | ||
required bond amount, you can skip steps 6 and 7 of the [Initial Setup | ||
Guide](https://github.com/decred/dcrdex/wiki/Client-Installation-and-Configuration#initial-setup). | ||
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## Exporting your DEX Trading Account | ||
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If you want to use your DEX trading account on another device, you'll need to | ||
export it. Here's how you can do it: | ||
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1. Go to the `Settings` Page. | ||
2. Click on the DEX account in the `Registered Dexes` list. In this example, it | ||
will be `dex.decred.org:7232 ⚙️` | ||
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<img src="./images/dex-account-settings.png" width="300"> | ||
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3. On the DEX account settings page, click `Export Account`. | ||
4. Select the directory where you want to save the `.json` file. | ||
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**Note**: Make sure to keep your exported account file safe. Anyone with access | ||
to this file can use your DEX trading account. | ||
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## Adding an existing DEX Trading Account | ||
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If you have an existing DEX account that you want to use with a new setup, here's how you can do it: | ||
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1. Go to the `Settings` Page. | ||
2. Click on `Import Account`. | ||
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<img src="./images/dex-account-import.png" width="300"> | ||
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3. Choose the exported DEX account `.json` file by clicking on `load from file`. | ||
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<img src="./images/import-dex-from-file.png" width="300"> | ||
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4. Click `Authorize Import`. | ||
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Easy as that! | ||
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## Disabling a DEX Trading Account | ||
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If you want to temporarily disable your DEX trading account, follow these steps: | ||
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1. Visit the DEX account settings as in [Exporting your DEX Trading Account](#exporting-your-dex-trading-account)(**Step 1 and 2**). | ||
2. On the selected DEX account settings page, click on the `Disable Account`. | ||
3. Confirm the action with your app password. | ||
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If successful, the DEX trading account **will not be listed until it is added again**. | ||
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**Note**: Keep in mind that you can't disable your account if you have active | ||
orders or unspent bonds. | ||
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## Re-enabling a DEX Trading Account | ||
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If you disabled your account but want to re-enable it: | ||
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1. Go to the `Settings` page. | ||
2. Click on `Add a DEX`. | ||
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<img src="./images/add-dex-account.png" width="300"> | ||
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3. Choose the DEX host you previously disabled. You can click on a pre-defined | ||
host or enter the address of the host after clicking on the `add a different | ||
server` button. | ||
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<img src="images/add-dex-reg.png" width="320"> | ||
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Your old account will be automatically discovered and enabled. | ||
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**Note**: Remember, after re-enabling, you'll need to create fidelity bonds to | ||
use your account again. | ||
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## Managing your DEX Trading Account Tier | ||
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To manage your DEX trading account tier, here's what you need to do: | ||
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1. Visit the DEX account settings as in [Exporting your DEX Trading Account](#exporting-your-dex-trading-account)(**Step 1 and 2**). | ||
2. On the DEX account settings page, click `Update Bond Options`. | ||
3. Choose the asset for your fidelity bonds and set your `Target Tier`. | ||
4. Click `Submit` to update your bond options. | ||
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**Note**: Make sure you have enough funds to cover your desired `Target Tier`. | ||
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## Wrapping Up | ||
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That's it! You've learned how to manage your DEX Trading Account. | ||
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While this guide covers the basics, there are more advanced topics like updating | ||
DEX hosts and TLS certificates. But for now, you're ready to dive into the | ||
exciting world of DEX trading! | ||
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## Glossary | ||
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- **Fidelity Bonds**: These are locked funds redeemable by you in the future. | ||
They help prevent disruptive behavior in trades like backing out on swaps. | ||
- **Target Tier**: This is the target account tier you wish to maintain. | ||
Set to zero if you wish to disable tier maintenance (i.e do not post new bonds). |
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