Admin / Owner workflows

Playbooks for the admin / owner role, in roughly the order you'd hit them.

Your playbooks

New Tenant Setup Checklist — Step-by-step checklist for spinning up a new tenant from scratch.
Branding & White-Label Configuration — Customize logos, colors, and white-label settings for a tenant's branded experience.
Permissions & Roles — Define role-based access, assign permissions, and control what each user type can see and do.
Onboard Staff & Manage HR — Create employee accounts, assign roles, and manage leave and attendance records.
Set Up the Referrals / IB Program — Configure the referral and introducing-broker program structure, tiers, and commission rules.
Configure Copy Trading & Bot Trading — Enable and configure the copy-trading and bot-trading modules for the tenant.

Set Up Your Sales Process — your part: owning the top-level configuration that sales managers build their process on.
Configure Deposit and Withdrawal Options — your part: setting up financial option templates that apply across the tenant.