Client Portal - Blacklist Settings

In the Blacklist settings, you have the ability to prevent certain users from registering an account with your CRM. This can be useful for blocking individuals or entities that you do not want to have access to your system.

Creating Blacklist User

To blacklist a user, follow these steps:

1. Click on "Add user to blacklist."

   
2. Fill in the details of the user, such as their name and contact information.

3. Select the reason for blacklisting from options like improper trading, malicious complaint, or others.

4. Choose whether you want to prevent blacklisted users from registering an account and opening a trading account.

5. Click on "Save" to apply the blacklist settings.

Deleting Blacklisted Users

To delete a blacklisted user, follow these steps:

1. Locate the blacklisted user you want to remove from the list.

2. Click on the "Delete" button next to the user's information.

   
3. A pop-up notification will appear to confirm the deletion.

4. Click "Confirm" to proceed with deleting the blacklisted user.

Application

1. Please note that it is not possible to blacklist an existing client. Blacklisting can only be applied to users who are attempting to register a new account or open a trading account.

2. If a blacklisted user attempts to register an account using their blacklisted phone number or email address, an error message will be displayed as "unknown service error." This error will continue to appear as long as the provided contact details match those of a blacklisted user.