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Altrogi Trading Platform Documentation

Four ways in — pick the one that fits what you're doing.

The docs are organised into four areas. Get Started is for your first day. Workflows are step-by-step playbooks for real tasks. Reference is the full encyclopedia of every screen and setting. Concepts explains how the system works under the hood.

Get Started

New to Altrogi Trading Platform? Start here. Logging in, setting up your profile, a tour of the dashboard, and your first day as an agent.

Open Get Started

Workflows

Step-by-step playbooks for getting real tasks done end to end — organised by your role: Agent, Sales Manager, Compliance, Finance, Admin/Owner. Each playbook labels who does what at every step.

Open Workflows

Reference

The complete encyclopedia: every screen, every setting, every configuration option in the CRM, documented in detail. Use it to look something up.

Open Reference

Concepts

How the system works under the hood — how leads move through pools and stages, how the approval chain flows, how white-labelling works. Short explanations, not procedures.

Open Concepts