AltCRM Admin Panel
AltCRM is the operational control center. Start here when you need to configure the customer portal, prepare trading products, manage customers, approve finance activity, review KYC, or monitor risk.
Start here
- Full platform setup - the admin walkthrough for taking a new platform from empty configuration to a tested customer journey.
- Customer onboarding to first trade - the cross-product flow that proves setup is complete.
- Deposit to trading balance - how funding moves across Portal, Admin, and Trading Platform.
Setup sequence
Use this sequence as the launch path for a new platform. It is the same order followed in the Full platform setup walkthrough.
| Phase | Setup area | Outcome |
|---|---|---|
| 01 | Project and identity | Brand, company, domain, regions, languages, and currencies are ready. |
| 02 | Portal branding | Customer portal theme, assets, navigation, static pages, and email templates are prepared. |
| 03 | Financial rails | Wallets, deposit methods, withdrawal methods, gateways, and transaction settings are configured. |
| 04 | KYC and onboarding | Document types, onboarding stages, permissions, limits, and rejection handling are defined. |
| 05 | Trading products | Account types, symbols, spreads, leverage, and margin settings are ready for AltTrade. |
| 06 | Staff permissions | Internal roles, employees, and sensitive permissions are assigned and tested. |
| 07 | Optional modules | Copy trading, bot trading, referrals, loyalty, emergency deposit, and other modules are enabled as needed. |
| 08 | End-to-end test | A test customer can register, pass KYC, fund an account, and open AltTrade. |
Admin responsibilities
| Area | What Admin configures |
|---|---|
| Identity and project | Company details, project/domain, branding, static pages, and legal pages. |
| Portal setup | Themes, layouts, sidebar navigation, banners, supported modules, and email templates. |
| Financial rails | Wallet types, deposit/withdrawal types, deposit/withdrawal methods, transaction settings, and gateways. |
| KYC and permissions | Onboarding stages, document types, customer feature access, employee roles, and permission groups. |
| Trading products | Trading account types, symbols, spreads, leverage, margin settings, and risk visibility. |
| Operations | Customer management, finance approvals, reports, referrals, copy trading, bot trading, and audit trails. |