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Full Platform Setup

Use this walkthrough when setting up a new Altrogi platform. Complete the phases in order because later steps depend on earlier configuration.

Phase 1: Create the project and identity​

Set up the brand, company identity, supported regions, and baseline project information.

  1. Create or confirm the project/brand in Admin.
  2. Add company information used in emails, legal content, and portal display.
  3. Enable supported countries, languages, and currencies.
  4. Confirm the project domain, logo, default language, and status.

Detailed docs:

Phase 2: Configure portal appearance​

Prepare what customers see in AltCore Customer Portal before registration opens.

  1. Upload logo, favicon, login assets, banners, and other visual assets.
  2. Select the customer portal theme/layout.
  3. Configure colors and sidebar navigation.
  4. Publish static pages such as Terms, Privacy Policy, and Risk Disclosure.
  5. Review registration, KYC, transaction, and trading email templates.

Detailed docs:

Phase 3: Configure financial rails​

Create the wallet and payment structure customers and finance teams will use.

  1. Create wallet types for customer balances.
  2. Create deposit types and deposit methods.
  3. Create withdrawal types and withdrawal methods.
  4. Configure custom payment gateways and integrations.
  5. Confirm transaction settings and approval behavior.

Detailed docs:

Phase 4: Configure KYC and onboarding​

Define what customers must submit and what they can do at each verification level.

  1. Create document types.
  2. Create onboarding/KYC stages.
  3. Assign required documents to each stage.
  4. Set permissions, limits, allowed features, and denied features for each stage.
  5. Confirm how rejected documents and rejection reasons are handled.

Detailed docs:

Phase 5: Configure trading products​

Prepare the trading account templates and instruments used by AltTrade.

  1. Create trading account types.
  2. Configure symbols and spreads for each account type.
  3. Configure leverage and margin settings.
  4. Confirm trading permissions and risk settings.
  5. Verify accounts can be created for customers.

Detailed docs:

Phase 6: Configure staff and permissions​

Prepare internal teams before live operations begin.

  1. Create permission groups for Admin, Sales, Finance, Compliance, Risk, and Support.
  2. Add employees and assign permission groups.
  3. Confirm sensitive permissions such as withdrawals, exports, account edits, and KYC approval are restricted.
  4. Test navigation visibility for each major role.

Detailed docs:

Phase 7: Enable optional modules​

Turn on the modules included in the customer experience.

  1. Enable copy trading and customer permissions where needed.
  2. Enable bot trading strategies where needed.
  3. Configure referrals/IB, loyalty, emergency deposit, investment, casino, or sports betting if they are part of the platform.
  4. Confirm the customer portal navigation reflects enabled modules.

Detailed docs:

Phase 8: Run an end-to-end test​

Use a test customer to confirm the suite works as one system.

  1. Register a customer in AltCore Customer Portal.
  2. Submit KYC documents and approve them in AltCRM Admin Panel.
  3. Create or confirm the customer's wallet and trading account.
  4. Submit a test deposit and approve it in Admin.
  5. Open AltTrade Trading Platform and confirm account, symbols, balance, and order controls are available.
  6. Review transaction history, customer timeline, and risk views in Admin.

Detailed docs: