Welcome to the Traders Room Help Center
This guide covers the full Altrogi Trading Platform admin panel — from onboarding your first customers to configuring advanced features like copy trading and bot trading. Use the sidebar to explore any section, or browse by category below.
Browse Help by Category
Customers Management
- View Customers - Access and navigate the main customers list
- Review KYC Documents - Approve or reject verification documents
- Update Account Leverage - Change trading account leverage
- View Trading Activities - Analyze trading operations
- View Timeline Activity - Visual customer activity timeline
- Manage Customer Wallets - Create and manage wallet accounts
- Add New Customer - Register single users or upload in bulk
- Assign/Unassign customers to an employee - Assign or unassign customers to an employee
Accounts Management
- View All Accounts - Overview of all accounts with filtering and customer investing view
- Account Details View - Detailed view of individual accounts with financial summary
- Manage Open Positions - View and manage open positions for selected accounts
- Manage Pending Orders - View and manage pending orders
- View Closed Positions - Review historical positions and reopen if needed
- Configure Margin Settings - Set margin percentages and risk management parameters
- Edit Account Settings - Modify account properties, balance, and trading permissions
- Manage Account Types - Create and configure different account types
Finance
- Approve a Deposit Payment - Verify and approve customer deposit payments.
- Process a Deposit - Review and approve or reject deposit requests.
- Process a Withdrawal - Review and approve or reject withdrawal requests.
- Process a Transfer - Review and approve or reject transfer requests.
- Create a Fund Transfer - Move funds between customer accounts internally.
- Create a Deposit - Deposit funds to a customer wallet
- Create a Withdrawal - Create a withdrawal on behalf of a customer
- View Transaction History - Audit all financial transactions with filters.
- Monitor Margin Levels - Track client account risk and margin calls.
- Configure Transaction Settings - Set execution types for different transactions.
Verification
- Set Up KYC Stages - Create steps for customer onboarding.
- Manage Onboarding Stages - Configure progressive verification levels.
- Manage Document Types - Define types of acceptable verification documents.
General Settings
- Create a New Project - Set up a new portal.
- Platform Info - Configure platform information
Product Settings
- Create an Account Type - Define new account profiles (e.g., VIP, Standard).
- Configure Symbols & Spreads - Set trading instruments and their parameters.
- Manage Wallet Types - Create different wallet types with specific rules.
- Customize the Client Portal Theme - Change colors, logos, and layouts.
- Manage Banners & Notifications - Create promotional banners and system notices.
- Upload Assets (Images & Icons) - Manage images for branding and UI.
Settings
- Manage Template Types - Organize email templates by category.
- View Email Logs - Monitor all sent emails and delivery status.
- Manage Countries - Add and update country information.
- Manage Languages - Configure supported languages.
- Manage Currencies - Add and update currency settings.
- Configure Payment Gateways - Set up third-party payment processors.
- Manage Withdrawal Methods - Configure withdrawal payment options.
- Manage Withdrawal Types - Create withdrawal categories.
- Manage Deposit Methods - Configure deposit payment options.
- Manage Deposit Types - Create deposit categories.
Referrals
- What are referrals - Overview about referrals.
- Configure Referral Program Types - Set up commission structures.
- Manage Referral Clients - Assign and manage affiliate relationships.
Copy Trading
The Copy Trading feature allows successful traders (Lead Traders/Masters) to share their strategies and allows other clients (Followers) to automatically copy their trades.
- What is copy trading - Overview of the Copy Trading
For Agents (CRM) — manage copy trading permissions and monitor the community of traders:
- Manage Master Traders - View and manage signal providers.
- View and Manage Followers - Monitor accounts copying master traders.
- Enable Copy Trading for a Client - Control which clients can participate in copy trading.
For Clients (Client Portal) — discover traders to copy, manage the copying journey, and become a Lead Trader:
- Join as a Lead Trader - Apply to become a signal provider for others to copy.
- Find Lead Traders - Find Lead Traders based on performance metrics.
- Mock a Lead Trader - Test copying a trader with a demo account.
- Copy a Lead Trader - Start copying a trader with a live account.
- View Followed Traders - Check the performance of a trader you are copying.
- Import Performance Data - Import historical trading data to calculate performance metrics.
- Make Portfolio Public - Control the visibility of your Lead Trader profile.
- Copying Journey - Copy Trading History
- My Master Trading Portfolios - See your own master trading account
Reports
- View P&L and Daily Trading Reports - Analyze profit/loss and daily performance.
- Customer Engagement Analysis - Measure customer activity and interaction.
- Customer Volume Analysis - Analyze trading volume metrics.
- Account Balance Correction Insights - Identify and handle balance discrepancies.
Positions
- Import Positions in Bulk - Upload multiple positions via Excel.
- Import Positions Sample Sheet - Get the Excel template for bulk imports.
- View Position Activities - Audit history of position actions.
System
- Cron Job Configurations - Configure automated background tasks.
- Monitor Cron Job Logs - View execution history of scheduled tasks.
- Configure Static Pages - Manage content for informational pages.
Communications
- Modify an Email Template - Edit the content of automated emails.
- Add a Rejection Reason - Create predefined rejection messages.
Emergency Deposit Management
- What is the Emergency Deposit - Overview of the Emergency Deposit
- Allow Emergency Deposit for a Client - Enable the feature for specific customers in CRM
- Create an Emergency Deposit - How clients can request emergency funds
- Understanding ED Calculations - Formulas and conditions for emergency deposits
- Payback Emergency Deposit - Methods to repay emergency funds
- View Emergency Deposits - Monitoring and managing ED requests in CRM
Grid Bot Trading Management
- Allow Bot Trading for a Client - Enable the feature for specific customers in CRM
- What is Grid Bot Trading? - Introduction to grid trading concepts and mechanics
- Grid Bot Parameters Explained - Detailed explanation of all trading parameters
- Create a Grid Bot - Step-by-step guide to creating trading bots
- Manage Active Grid Bots - Monitoring and controlling running bots
- Grid type calculations - Mathematical formulas and calculations for Arithmetic and Geometric grid types.
Reverse Martingale Bot Trading
- What is the Reverse Martingale Bot? - Introduction to Reverse Martingale concepts
- Allow Reverse Martingale Bot - Enable the feature for specific customers in CRM
- Create Reverse Martingale bot - Step-by-step guide to creating Reverse Martingale bot trading
Martingale Bot Trading
- What is the Martingale bot? - Introduction to Martingale concepts
- Allow Martingale Bot - Enable the feature for specific customers in CRM
- Create Martingale bot - Step-by-step guide to creating Martingale bot trading
Loyalty Program
- Loyalty Program - Overview of the Loyalty Program
Popular How-To Guides
- How to Approve a Deposit Payment
- How to Register a New Customer
- How to Review a KYC Document
- How to Process a Withdrawal Request
- How to Create a New Trading Account Type
- How to Change the Client Portal's Theme
- How to Configure Email Templates
- How to Set Up a Referral Program
New to Traders Room?
If you're getting started with the administration panel, we recommend beginning with:
- Initial Configuration — set up your project's core components
- Understanding User Management
- Processing Financial Requests
- System Configuration Basics
Still need help?
If you couldn't find the answer in our guides, our support team is ready to assist you.
Contact Support: [email protected]