User Profile
A single self-service page that gives every user their dashboard, deposits, withdrawals, history, risk controls and notifications — wired up with one shortcode
What the User Profile Is
The user profile is the page logged-in users land on to manage their account on your platform. Drop the [wpcrypto_user_profile] shortcode on any WordPress page and the plugin renders a full account control panel — split into 14 tabs that cover everything from balances to risk controls. Admins do not have to configure tabs individually; the page is ready as soon as the shortcode is placed.
📋 Quick facts
- Shortcode:
[wpcrypto_user_profile] - 14 tabs grouped under one self-service page
- Logged-in users only — the page redirects guests to the login flow
- Mobile-responsive — tabs collapse into a touch-friendly menu on small screens
- Same look across all tabs — typography and spacing follow the standard profile design system
Setting It Up
- Create a new WordPress page (e.g. "My Account") and paste
[wpcrypto_user_profile]into the editor. - Publish the page.
- Open WP Crypto → General Settings → Platform URLs and set the profile URL to the new page so the rest of the plugin redirects users to it from menus, links and emails.
- Optional: add the page to your site menu so users can find it without typing the URL.
The 14 Tabs
Every tab is part of the same single shortcode — you do not need to enable or configure them one by one. The tabs are listed in the order they appear on screen.
| # | Tab | What the user does here |
|---|---|---|
| 1 | 📊 Dashboard | Overview of total balance, top assets, recent activity and quick links into the other tabs. |
| 2 | 👤 Account Info | View and update personal details — display name, email, language, contact info, profile picture. |
| 3 | 🔒 Security | Change password, enable / disable 2FA (Google Authenticator), set up Telegram verification, review active sessions and revoke them. |
| 4 | ✅ KYC Verification | Submit identity documents and follow the 3-level KYC flow defined by the admin in General Settings. |
| 5 | 🔥 Deposit | Pick a coin and a network, see the assigned deposit address with a QR code, and copy it to fund the account. |
| 6 | 🔤 Withdraw | Request a withdrawal — pick coin, network and amount; the form enforces the per-coin minimums and fees you set in the Coins Manager. |
| 7 | 💸 Send Crypto | Move balance to another user on the same platform without an on-chain transfer (internal transfer with optional masking of the recipient name for privacy). |
| 8 | 📊 Staking | See active stakes, accrued rewards, lock periods and the early-unstake penalty rules; start a new stake from any configured Staking page. |
| 9 | 📋 Transaction History | Deposits, withdrawals, internal transfers, crypto purchases and balance adjustments in one filterable list, with CSV export. |
| 10 | 📈 Trading History | Full list of placed orders and fills, with status (new, partially filled, filled, cancelled, expired), filterable by pair and date. |
| 11 | 🔍 Login History & Activities | Audit trail of logins, device fingerprints, IPs, and notable actions (password changes, 2FA enable, withdrawal requests, etc.) with CSV export. |
| 12 | 🔔 Notifications | Per-event preferences (email / Telegram on or off) for trade fills, deposits, withdrawals, security events and platform announcements. |
| 13 | 🎁 Referral | Personal referral code and link, list of referred users, commission earned and payout requests. |
| 14 | 🛡️ Risk Management | Personal risk controls — stop-loss, take-profit, daily drawdown freeze, max position size and cool-down. Per-user overrides on top of the admin defaults. See Risk Management for the full policy. |
Tab Highlights
Security tab
The security tab is where most of the day-to-day account hygiene happens. Users can change their password (with a re-typed confirmation), turn on Google Authenticator 2FA (with QR code and recovery codes), connect their account to your platform's Telegram bot for one-tap verification, and revoke any active login session they no longer recognise.
KYC tab
The KYC tab walks the user through the verification levels you have enabled in General Settings → KYC. Each level has its own document requirements; the user uploads, the admin reviews from the user-management screen, and the level flips on approval.
Deposit and Withdraw
The Deposit tab assigns the user a unique wallet address (from the wallet pool you fill via the Wallet Generator) the first time it is opened for a given network. The Withdraw tab honours the per-coin / per-network minimums and fees you set in the Coins Manager and triggers the admin notification flow.
Transaction History & Trading History
Both history tabs ship with filters (date range, type, pair, status), pagination, a "Load more" pattern and CSV export so users can pull their data for tax or bookkeeping without bothering support.
Risk Management tab
The Risk tab lets each user tighten the platform-wide defaults you set in WP Crypto → Risk Management. Users cannot loosen the limits beyond your maximums — only make them stricter for themselves.
Operator Notes
⚠️ Things to know before launch
- Run the page over HTTPS. The profile handles money, KYC documents and security settings — never serve it over plain HTTP.
- Keep the wallet pool topped up. The Deposit tab assigns wallets from the pool; if it runs dry, new users cannot get a deposit address. See Wallet Generator.
- Set notification defaults wisely. Existing users keep their previous preferences; new users start with the platform defaults.
- The page is for logged-in users only. Guests are redirected to login; if you want a public version, build a separate page.
Troubleshooting
The page renders empty / shortcode appears as text
The shortcode was pasted into a block that disables shortcodes, or the page is using a builder mode that escapes them. Switch the block to "Shortcode" and re-save.
A user reports "no deposit address available"
The wallet pool for that chain is empty. Open WP Crypto → Wallet Generator and generate more wallets for the chain in question.
Withdrawal button is greyed out
The user is below the minimum withdrawal amount for the coin / network combination, or the user has not completed the KYC level required for withdrawals. Check the Coins Manager configuration and the KYC requirement.
Risk tab does not appear
The Risk Management module is disabled in General Settings. Enable it and the tab appears on the profile page.