platform - mobile · u s e r g u i d e 3 . 2 . c o n n e c t w i th a n e x i s ti n g a c c o u n...
TRANSCRIPT
PLATFORM - Mobile
User Guide
August 2019 Version 1.8
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Document Revisions
Date Version Number
Document Changes
06.08 1.0 Initial draft
12.08 1.1 Added staking section
13.08 1.2 Added Wallet, Ledger, Transfer. Exchange
14.08 1.3 Review
19.08 1.4 Permissions
19.08 1.5 Meter and Review matrix
20.08 1.6 Links for options+ Netopia translation
22.08 1.7 Staking permissions
30.08 1.8 Updating screens on Staking
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Table of contents Introduction 4
Scope and Purpose 4 Process Overview 4
Install the app 5 From Google Play 5 From the App Store 5
Authentication 7 Create a new account 7 Connect with an existing account 17 Reset PIN 22
Roles 29 Trader 29 Trader KYC 31 Trader Statuses 39 Trader Options 42
Staking 42 Wallet 52 Transfer 56 Exchange 60 More 64 Share 65 Community 67 Help 68 Profile 68 Security 71 Support 85 Buy MWAT 89 Billing 91 Ledger 96
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Producer 105 Add Production Point 106
I want to sign a power purchase agreement with Restart Energy 109 I already have a power purchase agreement with Restart Energy 114
Producer Dashboard 120 Production Point statuses 121 Meter 126 Producer Options 132
Consumer 133 Add Consumption Point 134
If the user is already a Restart Energy client. 139 I want to change my supplier to Restart Energy. 140
Consumption Point Dashboard 143 Consumption Point statuses 144 Meter 150 Consumer Options 156
Annexes 157 Options Matrix 157
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1. Introduction 1.1. Scope and Purpose The RED Platform uses RED smart meters and blockchain technology to send you cheaper energy in real-time directly from renewable energy producers as it’s produced. The energy is tokenized in cryptographic tokens KWT and everything is recorded on a public blockchain that can be explored at any time.
This user guide will cover the functionalities of the platform and the main flows that a user can follow: Trader, Producer or Consumer.
Along with the main flows there will be presented the options and functionalities available for each role.
1.2. Process Overview The platform allows the users to perform actions based on their role: Trader, Producer, Consumer or Prosumer (Producer and Consumer).
1. Create an account 2. Transactions 3. Staking 4. Exchange 5. Buy MWAT 6. Ledger 7. Trader 8. Consumer 9. Producer 10.Support 11.Settings
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2. Install the app In order to enter the platform, the users download the application (RED Platform) from Google Play or App Store.
2.1. From Google Play Go to Google Play and search by the RED platform and install the app.
2.2. From the App Store Go to App Store and search by the RED platform and install the app.
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3. Authentication This chapter will cover the following points:
● Create a new account ● Connect with an existing account ● Reset PIN
3.1. Create a new account Once the application is installed, the user can create his account.
Step 1 - User opens the application
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Step 2 - The user sees the Welcome screen:
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Step 3 - The user is required to insert his phone number and clicks Continue:
Step 4 - User receives the 6 digit code sent to his phone number:
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Step 5 - User sets up his PIN and confirms the PIN:
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Step 6 - The user fills in the Full name and Email address and clicks Sign up.
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Step 7 - The user is connected to the application and he needs to read and accept: Terms & Conditions, Cookie Policy, and Privacy Policy.
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Step 8 - The user is now connected on the platform and he sees the slider with Becoming Trader, Producer, and Consumer Dashboard.
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Step 9 - Log out - The user can log out from the platform by going to Log out option and confirming it.
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Step 10 - The user is redirected to the insert phone number screen:
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3.2. Connect with an existing account After the account is set up, the user can connect on the platform using the phone number, 6 digit code received on his phone and the PIN code.
Step 1 - The user opens the RED app installed on his mobile phone.
Step 2 - The user opens the app and sees the welcome screen:
Step 3 - The user logs in with his phone number
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Step 4 -The user receives the 6 digit code sent to his phone number and clicks Continue:
Step 5 - The user inserts the PIN code.
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Step 6 - The user is now connected to the platform.
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3.3. Reset PIN If the user forgot his password, he can change it by following the steps:
Step 1 - The user opens the application.
Step 2 - He sees the Welcome screen.
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Step 3 - The user inserts his phone number:
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Step 4 - The user inserts the 6 digit code sent to his phone number and clicks Continue:
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Step 5 - To change the PIN code, the user chooses the option Forgot password.
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Step 6 - The user is required to insert the new PIN code and to confirm it.
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Step 7 - The user confirms the 6 digit code received by SMS.
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Step 8 - A new login screen is shown and the user can connect with the new PIN.
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4. Roles In this chapter, we will present the main flows from the platform. In order to have an entity, the user must follow a KYC process. After completing the flow to become a Trader, Consumer or Producer, he needs to be validated from the back office by the operator. The validation process might take a while, in this period of time the status of the user is pending. The platform reflects this status by specific screens. In the next sections, we will present the KYC process for Trader, Consumer, and Producer, the screens associated with the pending status and the options available when the request is pending and when the is approved.
4.1. Trader The trader is a qualified user that passed a KYC process and can now engage in trading operations involving MWAT and KWT and has the right to stake MWAT to reap benefits in tokenized energy (KWT). A Trader cannot be Producer or Consumer, Trader quality is exclusive. As Trader, the user will have access to:
● Transaction ● Staking ● Exchange ● Transfer ● Buy MWAT ● Ledger ● Support ● Settings
After the user authenticates in the platform, he sees the slider with the options:
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● Become a Trader ● Producer Dashboard ● Consumer Dashboard
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4.1.1. Trader KYC If the user chooses to become a Trader, he passes by a KYC (Know Your Customer) process:
Step 1 - The user clicks on Becoming a Trader option Step 2 - The user sees the Welcome screen with the benefits of becoming Trader. He is informed about the monthly subscription fee. He clicks on Proceed to continue the flow:
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Step 3 - The user is informed about the incompatibility with the Producer and Consumer roles. By clicking on Yes, I am sure, he continues the flow. By choosing No, Take me back he goes back to the previous screen.
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Step 4 - The user sees the fields to be filled in. There are 3 sections:
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A. Personal details
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B. Client checklist
C. Identification documents
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Step 5 - The user must read and accept the Terms & Conditions and choose Next to end the flow.
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Step 6 - The last screen informs the user that he successfully submitted the request.
Until the request is approved, the user will see this screen.
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Note: If the user forgets to fill in some fields, the Next button remains gray until all the required fields are completed.
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4.2. Trader Statuses While the Trader request is in Pending, when connecting on the platform, the user sees the Pending screen.
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From the Pending state, the user could be either approved or rejected.
● Rejected Trader
● Approved Trader The user will have access to the platform with the options:
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a. Staking b. Wallet c. Transfer d. Exchange e. More
■ Share ■ Community ■ Help ■ Profile ■ Support ■ Buy MWAT ■ Billing ■ Exchange ■ Ledger ■ Meter
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4.2.1. Trader Options An approved Trader has access to the following options:
4.2.1.1. Staking
More details could be found on the Medium article: An Updated View on the Staking Mechanics and MWAT Day The Stake option can be accessed from the left side menu, click on Staking:
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A. Chart area On top of the Stake screen, there are 2 charts:
1. Total stake and your stake
2. Energy community fund and remaining reward
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B. Collect This option allows users to collect their reward. The daily reward can be collected multiple times per day. At any moment, the user will see the amount which can be collected.
When clicking on Collect, there is a message informing the user about the collection.
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C. Stake & Release
C1. Stake your MWAT After selecting Stake Your MWAT, the user inserts the amount of
MWAT he wants to stake. On top of the screen in green, he sees the reward assigned to this stake.
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There is a message informing the user about the new release date.
The next screen informs the user about the end of the flow:
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Participating in the Staking process allows users to receive three types of
rewards:
a. Initial Bonus
Between 01.09.2019–15.10.2019 the user will receive the initial reward corresponding to the stake that he makes: 0.11 KWT per MWAT staked. During this time, adding more MWAT to your existing stake will prolong the staking period with only the difference of days (your exact moment of staking + 90 days).
b. Restake Bonus In order to receive this reward, you need to have an active MWAT stake. The restake bonus is not available during the initial bonus period. If you restake in the first 45 days of your existing staking period, you receive 1% of the staked amount in KWT. This bonus only applies to the amount that has been restaked. Restaking modifies the date you had until the Release Date with only the difference of days (your exact moment of staking + 90 days)
c. MWAT Day
With at least 30 days before the end of the staking period, you will receive a 1% extra bonus from the value of the MWAT staked at that given time. MWAT Day is happening each Monday of the week within the first 60 days of the staking period. This doesn’t change the staking period. The amount that benefits from this bonus is between 50.000 and 200.000 MWAT.
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C2. Release the Stake When the 10th of November arrives, the user can release his stake. He clicks on Release the Stake
● There is a message informing the user about the staking action:
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● If the user tries to release MWAT before the date, he will be notified by a
message like this:
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D. Staking History
This section represents the history of the actions made on staking: collect and stake.
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4.2.1.2. Wallet
The Wallet option contains the information related to the number of tokens the user has in his wallet. When the user connects on the app, he sees directly the wallet info.
There are 3 currencies (MWAT, KWT, GTK) and each one has 3 sections:
● All - contains all transactions: sent or received
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● Sent - only the sent tokens. ● Received - only the received tokens
Down below there are the screens for each token.
a. MWAT
b. KWT
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c. GTK
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4.2.1.3. Transfer
The users (Trader, Consumer, and Producer) can transfer MWAT.
Step 1 - From the navigation bar, the user chooses the Transfer option:
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Step 2 - A transfer window opens with the following options:
■ The user can type the Phone number or email address to the person to whom the currency is sent OR He can choose from the list of RED Contacts
■ The amount that is being sent ■ Type of currency: MWAT, KWT, GTK. ■ Current value for balance
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Step 3 - The user fills in the fields and clicks to Send. He sees a confirmation popup.
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Step 4 - The transfer can be found in the Wallet section, by selecting the currency (in this case MWAT) and Sent.
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4.2.1.4. Exchange The Exchange option can be accessed either from the navigation bar or More
● The user inserts the amount of MWAT he wants to exchange in
KWT or the amount of KWT to be exchanged in MWAT.
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MWAT to KWT
KWT to MWAT
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● The exchanges are listed in Exchange History.
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4.2.1.5. More
This option can be accessed from the navigation bar and contains multiple options:
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4.2.1.5.1. Share
If the user wants to share the application with his friends, he can go to More and choose Share.
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The user has the possibility to share the application using different channels:
The link to the RED Platform is sent his friends:
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4.2.1.5.2. Community
If the user wants to access the RED Telegram group, he can access More | Community.
Clicking on the Community takes the user to the RED Restart Energy group.
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4.2.1.5.3. Help
Currently, the Help page redirects the user to the SWAZM telegram group.
4.2.1.5.4. Profile
The Profile section contains the profile picture, the amount of MWAT, KWT and GTK for the user and Profile and Security.
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The Profile section contains the details of the user: name, email address, phone number, Wallet info.
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● Security This section contains the following options:
a. Change PIN If the user chooses to change his PIN, he clicks on Change PIN and has the following screens:
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Step 1 - The user enters the current PIN code:
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Step 2 - The user enters the new PIN:
Step 3 - The user confirms the new PIN
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● The PIN code can be inserted wrongly 3 times, after each attempt, a message like the one below is shown:
● After the 3rd attempt, the account is locked for 30 minutes and the user is logged out.
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b. Change Email If the user wants to change his email, he can go to More | Profile | Security | Change Email.
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Step 1 - The user has to insert his PIN:
Step 2 - The user is required to insert the new email address:
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Step 3 - The user receives a success popup:
c. Change Phone Number
If the user wants to change his email, he can go to More | Profile |
Security | Change Phone Number.
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Step 1 - The user has to insert his PIN:
Step 2 - The user is required to insert the new phone number:
Step 3 - The user receives a confirmation code on his new phone number and the number is changed.
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d. Enable Authenticator
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Step 1 - The user inserts his PIN:
Step 2 - The user enables the 2 Factor Authentication by scanning the code with an Authenticator app (e.g. Google Authenticator).
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Step 3 - The successful message is displayed:
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Step 4 - When the user connects now, he is required to enter additionally the Authenticator code:
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e. Disable authenticator If the user decides to disable the 2FAm he can go to More | Profile |
Security | Authenticator.
Step 1 - The user inserts his PIN:
Step 2 - The user inserts the code generated by the Authenticator app (e.g. Google Authenticator) and clicks on Deactivate.
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Step 3 - A new code is required to deactivate the 2FA and the user receives the confirmation.
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4.2.1.5.5. Support
If the user has a question or wants to contact the support he can do it by opening the Support option from More:
● The user types the title of the issue and the description of it and
clicks to Create Ticket.
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● He can also add screenshots clicking on + sign.
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● The user can see the archive with his tickets and the status related to each ticket. If he wants to open a new ticket, he can click to New Ticket.
● The tickets goes in the back office and an operator answers to the requests. The user will see the answers in the support chat:
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● After the ticket is solved, the operator will close it. The user will see the current status in Support. The tickets have 2 status: open (yellow) and closed (green).
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4.2.1.6. Buy MWAT
This option can be found in More | Buy MWAT.
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It allows users to buy MWAT using RON.
● After clicking to Buy MWAT, the bill is shown:
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● If the user selects Cancel, he will be redirected to the Buy MWAT screen. ● If he selects PAY, the Netopia screen is shown:
4.2.1.7. Billing
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This section contains 2 areas:
a. Subscriptions The list of subscriptions and their status. Depending on the role, there are specific subscriptions (e.g trader, production or consumption subscriptions).
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b. Purchases The list of purchases and their status. Depending on the type of purchase, there are different (Buy MWAT, etc)
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For each subscription/purchase, the user can see the details of the invoice clicking on View option.
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4.2.1.8. Ledger
The ledger option allows the user to withdraw and deposit MWAT. This option is available for the user from More | Ledger.
As mentioned before, it presents the 2 options available for the user: Withdraw and Deposit.
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A. Withdraw
● On top of the screen, there is the Withdraw option.
● Clicking on it allows the user to access the following options:
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○ Currency: MWAT is the only available currency to be
withdrawn. ○ Wallet Address: Is the wallet from which the user wants to
withdraw ○ MWAT Amount: Represents the amount of MWAT to be
withdrawn.
● After clicking on Confirm, there is a popup informing the user that a SMS will be sent.
● The user inserts the SMS code:
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● The last screen is a verification completed popup.
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● The Withdraw is present in the History Withdraw list:
B. Deposit
● On top of the screen, there is a Deposit option.
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● Clicking on it allows the user to access the following options:
○ Currency: MWAT is the only available currency to be withdrawn.
○ Deposit Address: The address in which the deposit is made.
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○ Your Wallet Details: The user’s wallet address. (it can be found in Settings - Wallet info)
● After clicking on Confirm, the transaction goes in the Deposit list:
● On the bottom of the screen, there is a View History with 2 tabs:
Withdraw and Deposit.
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● Clicking on Deposit, the user sees the list of deposits.
Note For a transaction there are the following statuses:
● Waiting - The transaction is not broadcasted on the blockchain yet.
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● Pending - The transaction is broadcasted, but it is not confirmed yet (35 confirmations)
● Completed - The confirmation took place within the required time. ● Canceled - The confirmation didn’t happen within the required time and
the request was canceled.
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4.3. Producer Experience the future of energy trading on the RED platform: By selling directly to the final consumer, you can increase your revenues and improve your cash flow, while building a personal brand. Harnessing the power of IoT and AI we offer you better control over your power production. And all of that with unparalleled ease and simplicity.
After the user authenticates in the platform, he sees the slider with the options:
● Become a Trader ● Producer Dashboard ● Consumer Dashboard
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4.3.1. Add Production Point The user becomes a Producer after adding a Production point and this is approved by the operator from the back office. Down below there are the steps to add a consumption point:
Step 1 - The user clicks on Becoming Consumer from slider:
Step 2 - Warning message The user sees a warning message informing him about incompatibility with the Trader role. By clicking on Yes, I am sure, he continues the flow. By choosing No, Take me back he goes back to the previous screen.
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Step 3 - Select the Country and Supplier
Step 4 - Choose the Production Package
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Step 5 - From this step, the main flow splits into two sub-flows: ● I want to sign a power purchase agreement with Restart
Energy ● I already have a signed PPA with the supplier
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A. I want to sign a power purchase agreement with Restart Energy Step A1 - The user adds the Station’s details
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Step A2 - The user adds the Company’s details:
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Step A3 - The user chooses the Technology and places the Production Point location on the map.
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Step A4 - The user adds Last year's production.
Step A5 - The user uploads his Profile photo, Location Pictures, and Video:
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Step A6 - He adds Motto and Description and accepts the Terms & Conditions:
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B. I already have a power purchase agreement with Restart Energy
Step B1 - The user fills in the Signing, Starting and Expiring dates:
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Step B2 - He adds the price in RON/MWH
Step B3 - The user adds Station’s details:
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Step B4 - The user adds the Company’s details:
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Step B5 - The user chooses the Technology and places the Production Point location on the map:
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Step B6 - The user adds Last year's production:
Step B7- The user uploads his Profile photo, Location Pictures, and Video:
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Step B8 - He adds Motto and Description and accepts the Terms & Conditions:
After accepting the Terms & Conditions, he can send the request to the operator. In this stage, the consumption point request is pending until the operator approves it.
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4.3.2. Producer Dashboard After adding a Production Point, the user has access to the Production
dashboard: Previous month production, Total Production, Balance, Production Points, Offers and Consumers:
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4.3.3. Production Point statuses
4.3.3.1. Pending After creating the Production Point it is in Pending status until the operator enables or disables it. In the platform it looks like:
4.3.3.2. Enabled
An active Consumption Point looks like:
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The operator can enable the Consumption Point from Backoffice. After activation, the user will receive a bill to pay. The access on the platform is blocked until the bill is paid.
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● The user can View the bill:
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Pay - A Netopia window is open with the required field.
4.3.4. Disabled
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The request of the Consumption Point can be rejected by the operator.
4.3.5. View Consumption Point Clicking on the View option on the Consumption Points, we can see the details that have been filled in:
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4.3.6. Meter This option can be found in More | Meter:
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Step 1 - Plug in the RED-stick:
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Step 2 - Turn on wifi on your mobile and go to Wifi Settings:
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Step 3 - Select the RED network:
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Step 4 - Connect the RED-Stick to the Internet, connecting to the wifi.
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Step 5 - The setup is completed if the LED is constantly blue.
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4.3.7. Producer Options A producer has access to the following options.
● Wallet ● Staking ● Producer Dashboard ● Consumer Dashboard ● Transfer ● More ● Share ● Community ● Help ● Profile ● Security ● Support ● Buy MWAT ● Exchange ● Billing ● Meter
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4.4. Consumer Slash your monthly bills by up to 30% and help the environment by buying green energy straight from your favorite producer. Gain full control of your energy consumption in real-time with the RED mobile app and enjoy the complete transparency over your costs.
After the user authenticates in the platform, he sees the slider with the options:
● Become a Trader ● Producer Dashboard ● Consumer Dashboard
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4.4.1. Add Consumption Point The user becomes a Consumer after adding a Consumption point and this is approved by the operator from the back office. Down below there are the steps to add a consumption point: Step 1 - The user clicks on Becoming Consumer from slider:
Step 2 - Warning message The user sees a warning message informing him about incompatibility with the Trader role. By clicking on Yes, I am sure, he continues the flow. By choosing No, Take me back he goes back to the previous screen.
Step 3 - Define the Consumption Point name
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Step 4 - Choose the Consumption Package
Note In the RED for the Home package, there are fewer steps than for the other packages. For this example, we will choose RED for Small business.
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Step 5 - Company details
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Step 6 - Insert Consumption Point details
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Step 7 - Select supplier
From this step, the main flow splits into two sub-flows: ● The user is already a RED client
OR ● The user wants to change the current supplier and become a
RED client.
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A. If the user is already a Restart Energy client. The user selects this option if he is already a RED client, reads and accepts the Terms & Conditions. The consumption point request is pending until the operator approves it.
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B. I want to change my supplier to Restart Energy.
If the user wants to change his supplier to RED, he selects this option. Step B1 - The user sees the details of price and reservation fee, additionally he needs to upload documents and to sign the contract.
Step B2 - The user clicks on Sign and popup opens where the user inserts the signature and clicks Clear (f he wants to insert it again) or Use
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Step B3 - The user accepts the Terms & Conditions and clicks to Activate your Account.
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After accepting the Terms & Conditions, he can send the request to the operator. In this stage, the consumption point request is pending until the operator approves it.
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4.4.2. Consumption Point Dashboard After adding a Consumption Point, the user has access to the Consumer Dashboard: Previous month consumption, Total Consumption, Balance, Consumption Points, Subscriptions and Offers:
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4.4.3. Consumption Point statuses
4.4.3.1. Pending After creating the Consumption Point it is in Pending status until the operator enables or disables it. In the platform it looks like:
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4.4.3.2. Enabled An active Consumption Point looks like:
The operator can enable the Consumption Point from Backoffice. After activation, the user will receive a bill to pay. The access on the platform is blocked until the bill is paid.
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● The user can View the bill:
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● Pay - A Netopia window is open with the required field.
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4.4.3.3. Disabled The request of the Consumption Point can be rejected by the operator.
4.4.3.4. View Consumption Point Clicking on the View option on the Consumption Points, we can see the details that have been filled in:
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4.4.4. Meter This option can be found in More | Meter:
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Step 1 - Plug in the RED-stick:
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Step 2 - Turn on wifi on your mobile and go to Wifi Settings:
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Step 3 - Select RED network:
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Step 4 - Connect the RED-Stick to the Internet, connecting to the wifi:
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Step 5 - The setup is completed if the LED is constantly blue.
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4.4.5. Consumer Options A consumer has access to the following options.
● Wallet ● Staking ● Producer Dashboard ● Consumer Dashboard ● Transfer ● More ● Share ● Community ● Help ● Profile ● Security ● Support ● Buy MWAT ● Exchange ● Billing ● Meter
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5. Annexes 5.1. Options Matrix Down below there is a matrix that summarizes the options available for each role assigned to a user. To simplify the navigation, there are links to each section previously explained.
Options/Role Basic User Trader Consumer Producer Prosumer
Staking N Y Y Y Y
Wallet N Y Y Y Y
Consumer Dashboard
N N Y Y Y
Producer Dashboard
N N Y Y Y
Transfer N Y Y Y Y
Exchange N Y Y Y Y
More Y Y Y Y Y
Share Y Y Y Y Y
Community Y Y Y Y Y
Help Y Y Y Y Y
Profile Y Y Y Y Y
Security Y Y Y Y Y
Support Y Y Y Y Y
Buy MWAT N Y Y Y Y
Billing N Y Y Y Y
Ledger N Y N N N
Meter N N Y Y Y