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Enable Copy Trading for a Client

Agents can grant or revoke a client's permission to use the Copy Trading feature from the CRM.

Steps to Enable/Disable​

  1. Navigate to CRM.
  2. Find and select the desired customer from the list.
  3. Go to the Additional Info section of the client's profile.
  4. Locate the input field named Customer Allowed Functionalities.
  5. Add or remove the Copy Trade function from this field.
  6. Submit the changes.

Allow Copy Trading

The client's access to the Copy Trading module in the Client Portal will be updated immediately.

How do I disable Copy Trading for a client?

Follow the same steps as above, but remove the copy_trade function from the Customer Allowed Functionalities field.