Trading Risk Alerts

To start using Trading Risk Alerts, you’ll first need to install the module from the CRM Marketplace. Follow these steps:

1

Navigate to CRM Marketplace

1. Go to the CRM Marketplace.

   
2. Locate "Trading Risk Alerts" and click onto it.

   

2

Contact Us for Installation

1. You will be redirected to the details page.

2. Click "Contact us for installation".

   
3. Fill in the details and click "Send Request".

   

3

Permission Settings

1. Once the Trading Risk Alerts module has been installed, you will need to enable the respective permissions. For more details, refer to: Role Management

   1. Read Trading Risk Alert: Provide you with view-only permissions of the Trading Risk Alert module.

   2. Update Trading Risk Alert: Provides you with the permissions to edit the Trading Risk Alert configurations.

   
2. Once enabled, the Trading Risk Alerts module will appear under the Risk Management tab.