Skip to main content

Create a New Project (Brand)

Applies to: Administrators

Projects represent individual brands or white-label portals in your system. Each project has its own configuration, assigned employees, and client access.

View Available Projects​

  1. Navigate to General Settings > Projects.
  2. You will see a list of all existing Projects.

Projects

Steps to Create a Project​

  1. Navigate to General Settings > Projects.
  2. Click the Create button.
  3. Fill in the Master Data:
    • Name: The full name of the brand (e.g., "AlphaCapital Markets").
    • Short Code: A unique internal code (e.g., "ACM").
    • Description: Internal notes about the project.
  4. Click Submit to create the project. You can now configure its details.

Configuring a Project​

After creation, click on the project to edit it. You will find several tabs:

Members​

  • Assign Employees: Select and add employees this specific project.

  • Unassign Employees: Select and remove employees from this project.

Configuration​

  • Trader Configurations: Set terms and conditions links, enable/disable demo accounts, and select the margin calculation method.
  • Trading Platform Information: Upload the brand's logo, set the platform name, email, and Traders Room URL for this project.