Login Methods

In the Login/Registration Method settings, you have the flexibility to customize the available login methods for your clients. The options include login via email address, phone number, or trading account. This customization allows you to cater to the preferences and convenience of your clients, providing them with a seamless and personalized login experience.

Setting Up Login Methods

To set the login methods, follow these steps:

1. Navigate to the Login/Registration Method section.

   
2. Click on the edit icon.

   
3. Select the desired login methods from the available options.

4. Click on the save button to save your changes.

   

Application

1. Clients will have the flexibility to switch between their preferred login methods by clicking on the drop-down menu.

2. The password to login differs, depending on the login method selected:

   • Email - Password will be CRM account password

   • Phone - Password will be CRM account password

   • Trading Account - Password will be the master password for the trading account