CRM Back Office User Guide (Full)

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 Prop Trading Version Release Notes

CRM Client Portal User Guide

Introduction
Back Office (Back-End)
1. Back Office Portal Login
- Reset Password
2. Dashboard
- Static Data Statistics
- Dynamic Data Statistics
3. Risk Management Dashboard
4. Leads
5. Clients
6. Trading Accounts
7. Wallet
8. Tasks
9. Approval
10. Reports
- CRM Reports
  Transactions Report
  Fixed Commission Report
  Flexible Commission Report
- Trading Platform Reports
  Trade History Report
  Open Positions Report
  Pending Orders Report
  Account Capital Report
  Comprehensive Account Report
  MT4 Comprehensive Account Report Extension
11. Notify
- Email Notifications
  Send Email Notifications
  Simple Method - Manual Entry
  Simple Method - HTML Code
  Simple Method - Email Design Templates
  Advanced Method - AI Editor
  Historical Data
- Pop-Up Notifications
  Send Pop-Up Notifications
  Simple Method - Manual Entry
  Simple Method - HTML Code
  Advanced Method - AI Editor
  Historical Data
  Revoking Pop-Up Notifications
12. Bonus
13. Prop Trading
14. Trading Competition
15. Tier Upgrade
16. Tickets
17. Settings
18. Other Functionalities

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Setting Up KYC Configuration
Application

KYC Configuration

PreviousClient Portal - KYC Settings NextKYC Dynamic Form

Last updated 1 year ago

In the KYC configuration settings page, you can define the prohibited actions for clients who have not completed their KYC. This means that clients without completed KYC will be restricted from performing certain actions. The available actions include:

Deposit
Withdrawal
Transfer
Create New Account
Bind Existing Account
Add New Bank Card

Setting Up KYC Configuration

To configure the prohibited actions, follow these steps:

Click on the "Edit" button.
Select the desired prohibited actions.
Click on "Save" to save the changes.

Application

Clients can click on "KYC Verification" to be redirected to the KYC page and complete the KYC process.

If a client attempts to perform a prohibited action before completing their KYC, a popup notice will appear, informing them to complete their KYC first.