CRM Back Office User Guide (Abridged)
CRM Client Portal User Guide
  • Introduction
  • Back Office (Back-End)
  • 1. Back Office Portal Login
  • 2. Dashboard
  • 3. Risk Management Dashboard
  • 4. Leads
    • Creating New Leads
    • Editing Leads
    • Deleting Leads
    • Bulk Operations
    • Leads Reports
  • 5. Clients
    • Creating New Clients
    • Editing Clients
      • Admin Activities
      • Client Activities
      • Custom Tags
      • System Tags
      • Document Verification & Authentication
    • Deleting & Suspending Clients
    • Bulk Operations
    • Client Report
  • 6. Trading Accounts
    • Creating New Trading Accounts
    • Editing Trading Accounts
    • Bulk Operations
    • Trading Account Report
  • 7. Wallet
    • Viewing Wallet Details
    • Editing Wallet Details
    • Wallet Report
  • 8. Tasks
    • Tasks Actions
    • Tasks Report
  • 9. Approval
    • Requests Management
    • Multi-Level Approval
    • SumSub Verification
    • Approval Report
  • 10. Reports
  • 11. Notify
    • Email Notifications
      • Send Email Notifications
    • Pop-Up Notifications
      • Send Pop-Up Notifications
      • Revoking Pop-Up Notifications
  • 12. Bonus
    • Marketplace Installation
    • Types of Bonus Campaigns
    • Editing & Deleting Bonus Campaigns
    • Deposit Campaign Reports
  • 13. Prop Trading
    • Marketplace Installation & Permission Settings
    • Prop Challenge Structure
    • Prop Challenge Menus
    • Prop Trading Dashboard
    • View Prop Challenges
    • Setting Up Prop Challenges
    • Participants
    • Challenge Statistics
    • Profit Sharing
    • Participating in Prop Challenges
    • Prop Trading Challenges
  • 14. Trading Competition
    • Marketplace Installation & Permission Settings
    • Trading Competition Menus
    • Creating Trading Competitions
    • Competition Statistics
    • Trading Competition Reports
  • 15. Tier Upgrade
    • Marketplace Installation
    • Tier Upgrade Settings
    • Tier Upgrade Reports
  • 16. Tickets
    • Marketplace Installation
    • Ticket Management
      • Ticket Categories
      • View Tickets
      • Ticket Actions
    • Ticket Report
  • 17. Settings
    • Client Portal - Brand Settings
      • Navigation Settings
    • Client Portal - Security Settings
    • Client Portal - Transaction Settings
      • Deposit Settings
      • Payment Method Settings
      • Payment Gateway Icon
      • Withdrawal Settings
      • Withdrawal Method Settings
      • Match2Pay Withdrawal
      • Transfer Settings
      • External Exchange Rates
    • Client Portal - PSP Settings
    • Client Portal - Referral Program Settings
    • Client Portal - Open Account Settings
    • Client Portal - KYC Settings
      • KYC Configuration
      • KYC Dynamic Form
      • SumSub Settings
        • Marketplace Installation & Permission Settings
        • SumSub Settings
    • Client Portal - Client Group Settings
    • Client Portal - Login / Registration Settings
      • Registration Form
      • Notifications
      • Login Methods
      • Registration Process Settings
    • Client Portal - Risk Agreement
    • Client Portal - Live Chat Settings
    • Client Portal - Blacklist Settings
    • Back Office Portal - Brand Settings
    • Back Office Portal - Security Settings
    • Back Office Portal - Trading Platform Settings
    • Back Office Portal - Demo Account Settings
    • Back Office Portal - User Settings
      • User Management
      • Role Management
      • Team Settings
    • Back Office Portal - Commission Settings
      • Ranks
      • Symbol Groups
      • Rule Settings
        • Enabling Commission Rebates
        • Calculation Settings
        • Rebate Method Settings
        • Fixed Commission Scheme
        • Flexible Commission Scheme
    • Back Office Portal - Email Settings
    • Back Office Portal - Approval Settings
      • Types of Approval Methods
      • Approval Method Settings
      • Multi-Level Approval
        • Marketplace Installation
        • Process Settings
    • Back Office Portal - System Logs
    • Back Office Portal - Promotional Link Settings
    • Back Office Portal - Coupons & Promo Codes
    • Back Office Portal - Notification Settings
    • Back Office Portal - Dev Space
    • Back Office Portal - Twilio
      • Marketplace Installation & Permissions
      • Setting Up Twilio Account
      • Setting Up Twilio on CRM
    • Back Office Portal - Call Settings
      • Marketplace Installation & Permission Settings
      • AirCall Settings
  • 18. Other Functionalities
    • CRM Release Notes
    • CRM Marketplace
    • Notification Module
    • Change Password
    • Enable 2FA
    • Light and Dark Mode
    • Download Center
    • Promotion Links
    • Batch Operation
    • CRM Language
    • Log Out
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