CRM Back Office User Guide (Abridged)

CRM Client Portal User Guide

CRM Version Release Notes Prop Trading Client Portal User Guide Prop Trading Back Office User Guide How To Setup Your Prop Broker (Abridged)Prop Trading Version Release Notes

CRM Client Portal User Guide

Introduction
Back Office (Back-End)
1. Back Office Portal Login
2. Dashboard
3. Risk Management Dashboard
4. Leads
5. Clients
6. Trading Accounts
7. Wallet
8. Tasks
- Tasks Actions
- Tasks Report
9. Approval
10. Reports
11. Notify
- Email Notifications
  Send Email Notifications
- Pop-Up Notifications
  Send Pop-Up Notifications
  Revoking Pop-Up Notifications
12. Bonus
13. Prop Trading
14. Trading Competition
15. Tier Upgrade
16. Tickets
17. Settings
18. Other Functionalities

Powered by GitBook

On this page

1) Creating Tier Upgrade Rules
2) Editing Tier Upgrade Settings
3) Disabling Tier Upgrade Settings
4) Deleting Tier Upgrade Settings

Tier Upgrade Settings

PreviousMarketplace Installation NextTier Upgrade Reports

Last updated 1 year ago

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

Brokers have the ability to create, edit, disable and delete Tier Upgrade Rules.

1) Creating Tier Upgrade Rules

You can setup Tier Upgrade rules by clicking "New".

2) Editing Tier Upgrade Settings

To modify your Tier Upgrade Settings, click on the "Edit" icon.
Any changes made to the rule will not impact clients/IBs who have already been upgraded.

3) Disabling Tier Upgrade Settings

You can disable tier upgrade rules by clicking the "Disable" icon. You can renable it by clicking onto the same icon.

4) Deleting Tier Upgrade Settings

If needed, you can delete tier upgrade rules by clicking the "Delete" icon.