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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1) Bind Trading Account to New Client
2) Bind Trading Account to Existing Client

Creating New Trading Accounts

Previous6. Trading Accounts NextEditing Trading Accounts

Last updated 1 year ago

Brokers can create trading accounts for clients.

To do so, brokers can choose between two options:

Bind new trading account to new client.
Bind new trading account to an existing client.

1) Bind Trading Account to New Client

Click "Open an account".

Select "Add new clients and bind" and select "New Trader" or "New IB".
Fill in the new client's information. The fields are the same as creating a new client (please refer to this section for more details: Creating New Clients).

Fill in the trading account information:
- Group - this refers to the trading platform groups.
- Master Password - this refers to the master password of the account which gives the trading account full trading rights.
- Trading Status - this refers to the trading status of the account. The available status are:
  1. Enabled - trading is enabled for the trading account.
  2. Disabled - trading is disabled for the trading account and the client will not be able to execute any trades.
Click "Confirm".

2) Bind Trading Account to Existing Client

Click "Open an account".

Select "Bind existing clients".

Fill in the trading account information:
- Group - this refers to the trading platform groups.
- Master Password - this refers to the master password of the account which gives the trading account full trading rights.
- Trading Status - this refers to the trading status of the account. The available status are:
  1. Enabled - trading is enabled for the trading account.
  2. Disabled - trading is disabled for the trading account and the client will not be able to execute any trades.
Click "Confirm".

Platform - this refers to the Trading Account Platform. Brokers will be able to select from the list of trading account platforms connected to the CRM (please refer to this section for more details: Back Office Portal - Trading Platform Settings)

Account Type - this refers to the trading account type setup on the CRM (please refer to this section for more details: Client Portal - Open Account Settings)

Leverage - this refers to the leverage for the trading account.

Investor Password - this refers to the investor password of the account which gives the trading account view-only rights.

Send notification email to the client - selecting this option will send the trading account credentials to the client via email upon successful creation. Brokers can select the langauge of the email to be sent.

Select the client you wish to bind the new trading account to.

Platform - this refers to the Trading Account Platform. Brokers will be able to select from the list of trading account platforms connected to the CRM (please refer to this section for more details: Back Office Portal - Trading Platform Settings)

Account Type - this refers to the trading account type setup on the CRM (please refer to this section for more details: Client Portal - Open Account Settings)

Leverage - this refers to the leverage for the trading account.

Investor Password - this refers to the investor password of the account which gives the trading account view-only rights.

Send notification email to the client - selecting this option will send the trading account credentials to the client via email upon successful creation. Brokers can select the langauge of the email to be sent.