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Work queue
Open work across the console. Click a tile to jump to it.
System health
Users
Creates the account record only — no welcome or sign-in email is sent. The customer accepts Terms on their first sign-in.
For a walk-in or pay-first customer: enter a name or an email (either is enough). It's flagged incomplete so you can finish the profile later; no email is sent.
Download the template, fill in the rows you have — only email and name are required; phone, dob, street, city, state and zip are optional. Dates accept YYYY-MM-DD or spreadsheet formats like 6/13/1985. Each row becomes a customer account; no welcome or sign-in email is sent.
To bring in DocuSign contracts, add the optional columns envelope_id, document_type, subject, contract_status and date_signed (the report's "Signer Email" / "Signer Name" / "Envelope ID" headers also work). A row whose email already exists attaches its contract to that account instead of being skipped, so list one row per signed document. Rows signed by an admin (your own counter-signatures) are recorded but never linked to the staff account. Contract info is display-only — it never changes a customer's access.
Pending customers
One queue for every human who still needs an account. Resolve each row into an existing account or a new one (no email required — adding it later activates their sign-in), or dismiss junk with a reason. MGC winners land here automatically when their bidder isn't linked yet.
Account linking
Connects transactional submissions (sell, pay‑me, shipping) to a customer account — auto‑linking confident email/phone matches and creating an account where none exists (no email is ever sent). Anything ambiguous is queued below for a decision. Re-runnable and idempotent.
Shipping info → accounts
Copies each customer's latest shipping‑form submission onto their account (shipping address + delivery preferences) so MGC and BIN packing slips print what the customer typed. Submissions from signed‑in customers sync automatically; guest and older submissions are only applied here (or via the review queue), since a public form that merely matches a customer's email shouldn't silently change their address. By default only accounts missing a shipping address are filled — tick Overwrite to replace existing addresses with the latest form. Run Account linking first so submissions have an account to sync to.
Form submissions
In-house inbox for every form on the site. Submissions land here (and as a JSON file on the server) — the legacy Google Sheet is no longer written to.
Inbox
Email conversations with customers, threaded per person. Replies send from the office mailbox and land back here; the Gmail inbox stays the untouched archive (attachments open there).
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Dealer offsets (BID/ASK)
| Metal | BID offset | ASK offset |
|---|
Manual spot overrides
Enable a row to pin a metal's spot to your manual price. Disable to return to upstream live spot. Use sparingly.
| Metal | Enabled | Price (USD / ozt) |
|---|
Calculator defaults
Global defaults per metal. Customers can override these on their own account via /settings.html.
| Metal | Display name | Liquidity % | Payout % | Default unit | Active |
|---|
Purity tables
| Order | Label | Purity % | Bold |
|---|
Product catalogs
Payment preferences — how I pay customers
Drives the customer’s “How I prefer to be paid” dropdown on the account page. Adding a label here makes it selectable; removing it (or unchecking Active) hides it from the dropdown. Customers who previously chose a removed label keep that value until they edit their profile.
| Order | Label | Active |
|---|
Trading calendar
Normal Globex hours are automatic — you only need to add exceptions here (early closes, holidays, special opens). Times are Central Time (CT).
| Date | Status | Open (CT) | Close (CT) | Notify | Note |
|---|
Set / correct a session lock
Use this to lock a session that already closed (e.g. an early close), or to correct a previously recorded lock.
System controls
Staff access — clerk role
Search for a customer account and grant or revoke clerk access to the staff console. Granting requires a typed confirmation. (Admins are managed separately.)
Site configuration
The sections below are admin-managed and saved to the database when you click Save.
Polling intervals & site settings
Price feed provider (owner only)
Host and API key for the upstream metals-price feed. Switch providers (e.g. while WhosDavid is in maintenance) without a redeploy — both share the same /v1/latest contract. The saved key is never shown; leave the key field blank to keep it unchanged.
MGC Live
MGC Live auction listings are managed in the dedicated MGC tab above.
Everything email in one place. Connection credentials live in the server .env (never in the database); this panel shows their status and owns the settings that are safe to edit live.
API clients
Issue and manage API keys for the read-only downstream API (/v1/latest, /v1/change, /v1/locks). A key is shown once at creation — copy it then; it is stored only as a hash and can never be retrieved again. Revoke stops a key immediately.