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New Tenant Setup Checklist

Goal: Walk a brand-new client organisation through every configuration step required before agents can work leads and customers can trade — in the right order. Who does this: Admin / Owner Before you start: You need admin-level access to Settings, TR Settings, HR, and Leads → Admin Settings. Complete these phases in order — later phases reference configuration created in earlier ones.

Steps​

Do these phases in order. Each one unlocks the next.

Phase 1 — Company identity​

  1. Admin / Owner Set company information. Go to Settings → Company Info and fill in the legal entity name, registration number, registered address, phone, email, website, and tax ID. These details appear on invoices, emails, and legal documents. See General Settings.

  2. Admin / Owner Create your brand project. Go to Settings → Projects → Add Project. Enter the project name, domain, logo, default language, and status. If you operate multiple brands, create one project per brand. See General Settings.

  3. Admin / Owner Configure payment information. Go to Settings → Payment Info and add bank accounts (bank name, account number, SWIFT/IBAN, currency, purpose). Set up any third-party payment processor credentials (gateway name, API keys, supported methods). See General Settings.

Phase 2 — Reference data & email​

  1. Admin / Owner Enable currencies, countries, and languages. Go to TR Settings → Currencies, Countries, and Languages. Enable every currency, country, and language your platform will support. Restricted countries will be blocked from registration. See TR Settings.

  2. Admin / Owner Configure email sending. Go to TR Settings → Email Configurations. Select your SMTP provider (SendGrid, AWS SES, or custom SMTP), enter credentials, set the From Name and From Email, then send a test email to verify delivery. See TR Settings.

  3. Admin / Owner Review email templates. Go to TR Settings → Templates and check the default templates for Registration, KYC, Transactions, and Trading notifications. Edit subject lines and body content to match your brand voice. See TR Settings.

Phase 3 — Trading & payment configuration​

  1. Admin / Owner Create trading account types. Go to Settings → Trading Account Types → Add Account Type. Define each account type (name, spread type, leverage range, minimum deposit, available symbols, swap-free). See Product Settings.

  2. Admin / Owner Configure wallet types. Go to Settings → Wallet Types and create wallet types (Main Wallet, Bonus Wallet, Commission Wallet). Set currency, withdrawal permissions, and transfer rules. See Product Settings.

  3. Admin / Owner Set up deposit and withdrawal methods and types. Go to TR Settings → Deposit Methods, Deposit Types, Withdrawal Methods, Withdrawal Types. Create at least one deposit method and one withdrawal method before agents can record financial transactions. See TR Settings.

  4. Admin / Owner Set transaction limits. Go to TR Settings → Transaction Settings. Configure minimum deposit, minimum withdrawal, daily withdrawal limit, processing hours, and approval thresholds. See TR Settings.

  5. Admin / Owner Configure third-party integrations. Go to TR Settings → Integration and connect your KYC provider, payment gateways, SMS provider, MT4/MT5 bridge, and any other external services. See TR Settings.

  6. Admin / Owner Add platform symbols. Go to TR Settings → Platform Symbols and enable the instruments your customers can trade (e.g., EURUSD, XAUUSD, BTCUSD). Set category, digits, contract size, and status for each symbol. See TR Settings.

Phase 4 — Sales process setup​

  1. Admin / Owner Set up the sales pipeline. Hand off to your sales manager (or complete this yourself) — create lead sources, lead pools, lead stages, lead tags, and call tags. See Set Up Your Sales Process.

  2. Admin / Owner Configure lead scoring and auto-assign plans. Go to Settings → Lead Scoring and set score weights and band labels. Then go to Settings → Auto-Assign Plans → Create Plan to configure how leads are distributed to agents. See General Settings.

  3. Admin / Owner Configure financial options for leads. Set up resolution types, complaint resolutions, and any additional transaction configuration needed before agents can process financials on lead profiles. See Configure Financial Options.

Phase 5 — Staff & permissions​

  1. Admin / Owner Create permission groups and add staff. Define permission groups in HR → Admin Settings → Permission Groups, then add employees. See Permissions & Roles and Onboard Staff & Manage HR.

Phase 6 — Customer portal​

  1. Admin / Owner Set up branding and portal appearance. Configure logo, colors, login theme, dashboard layout, and theme variant. See Branding & White-Label Configuration.

  2. Admin / Owner Enable product modules. Go to Settings → Product Configs and toggle on the modules your platform offers (Copy Trading, Investment, Bot Trading, etc.). See Product Settings.

  3. Admin / Owner Publish static pages. Go to Settings → Static Page Config and publish Terms & Conditions, Privacy Policy, and Risk Disclosure pages before customer registration opens. See Product Settings.

What happens next​

Once all phases are complete, your platform is ready for live operations. Verify end-to-end by registering a test customer account, completing a test KYC submission, and recording a test deposit on a lead profile.

To confirm readiness:

  • An agent can create a lead, move it through stages, and log a deposit.
  • A customer can register, submit KYC documents, and see the portal with your branding.
  • Automated emails are delivered for registration and KYC events.