67 docs tagged with "how-to"

How to identify and handle situations requiring manual balance corrections for client accounts.

Comprehensive view of individual account details with financial summary and management tabs.

How to create and manage predefined reasons for rejecting customer requests (KYC, withdrawals, etc.).

Learn how to register a single customer or upload multiple customers via Excel in Traders Room.

How to enable the Grid Bot Trading feature for specific customers through the CRM.

How to enable the Emergency Deposit feature for specific customers through the CRM.

How to set up and manage integrated third-party payment gateways for customer deposits.

How to enable and set up different payment methods for customer deposits (e.g., Bank Transfer, Crypto, e-Wallets).

How to set margin call, stop out, and warning levels for individual accounts.

How to manage content for static pages like About Us, Terms, and Privacy Policy.

How to manage trading instruments, including enabling symbols and setting spreads and leverage.

How to enable and set up different payment methods for customer withdrawals.

How to interpret the summary report of copy trading activity and performance.

How to manually create a deposit for a customer.

How to internally transfer funds between customer accounts or wallets.

Step-by-step guide to creating and activating grid trading bots in the trading platform.

How to manually create a withdrawal request for a customer.

Define a new profile for trading accounts, such as Standard, Pro, or VIP.

How clients can request emergency funds through the Client Portal with specific conditions.

How to view and configure the automated background tasks that run the system.

How to view and handle customer banking details for withdrawals and verification.

How to use the report to analyze customer interaction and activity levels.

How to analyze trading volume data across your client base.

How to change the appearance of the client portal using themes, colors, and layout configurations.

Guide to verifying and approving customer deposit requests, including manual creation.

A guide for administrators on reviewing, approving, and rejecting customer deposit requests in the Traders Room.

How to modify account properties, adjust balances, and change trading permissions.

How to edit the content and subject of automated emails sent to customers.

How to upload multiple positions for an account via an Excel sheet.

How to create, view, and edit different account types with specific trading conditions.

How to create and manage promotional banners and notices in the client portal.

How to view, add, and update the list of countries available in the system.

How to add, view, and update the currencies used for accounts, wallets, and transactions.

How to view, create, and manage wallets for your customers.

How to create categories for deposit methods (e.g., Bank Transfer, Cryptocurrency, e-Wallet).

How to create and manage the types of documents customers can submit for verification (KYC).

How to add and manage the languages available for the client portal and emails.

How to view and manage master traders and their followers in the copy trading system.

How to create and configure customer onboarding stages with required permissions.

How to view, close, update, and delete open positions for selected accounts.

How to view and manage pending orders that will execute when market conditions are met.

How to create categories for rejection reasons (e.g., KYC Rejection, Withdrawal Rejection).

How to configure and manage third-party service integrations.

How to create and configure different types of wallets (e.g., Main, Bonus, Profit).

How to create categories for withdrawal methods (e.g., Bank Transfer, Cryptocurrency, e-Wallet).

How to view and understand the execution logs of automated system tasks.

How to use the Margin Levels view to monitor client account risk and prevent margin calls.

Instructions for setting up a new white-label trading portal in the system.

Methods and procedures for repaying emergency deposits within the 72-hour timeframe.

How to download and use the Excel template for bulk position imports.

How to set up referral types and manage relationships between referrers and referred clients.

How to set up the commission structure and rules for different referral programs.

Learn how to manage the KYC verification process by reviewing submitted customer documents.

Configure the steps and requirements for customer onboarding (Know Your Customer).

How to access and filter the audit log of all financial transactions in the system.

How to set the execution type for different transaction categories.

A guide for administrators on reviewing, approving, and rejecting customer transfer requests in the Traders Room.

Instructions on how to change the leverage setting on a customer's trading account.

How to upload images and icons for use in the sidebar, static pages, and other branded areas.

How to access and filter all trading accounts with customer investing view.

How to review historical positions, view details, and reopen closed positions.

How to use the graphical timeline to visualize a customer's activities.

How to access and navigate the main customers list with filtering and search capabilities.

How to access and analyze Profit & Loss reports for Live and Demo accounts.

How to view and filter the history of actions performed on positions (Swap, Commission, Margin Close).

How to access and analyze customer trading activities and history.

A guide for administrators on reviewing, approving, and rejecting customer withdrawal requests in the Traders Room.