# Reviewing Requests ### 1. Review Requests 1. You can review all client requests by clicking the **"Review"** button.
2. For each request type, you can choose to either **"Approve"** or **"Reject"** the request.\ \ ![](/files/OdNIcIeoqi2VfGSJdVEN)
3. When approving a request, you can choose to notify the client by selecting **"Send email notification"** and/or **"Send pop-up notification"**. You can also select the notification language.\ \ ![](/files/rSQDdViVX7LM2MMARX9w)
1. **Special case – Deposits:** You can enter a comment before approving the request, if required.\ \ ![](/files/JsEaeuUG0wPJcSj2aSJP)
4. When rejecting a request, you can provide a rejection reason for the client and choose to send a notification via email and/or pop-up.\ \ ![](/files/DWogMnb7pXE50WjCDNiw)
### **2. Logs** There are two types of logs: * **System-generated logs** – created automatically by the system and cannot be edited or deleted.
* **Manually generated logs** – created by you and can be edited or deleted.
Create Manual Log To create a manual log: 1. By default, the logs will show the creator of the request. * If submitted by the client, you will see **“User created the request.”**
* If submitted by a Backoffice user, you will see the user’s name.
2. Click the **"Log"** icon to add your comment.
3. Fill in your comment and attach any relevant files using the **"Attach"** icon. 4. Click **"Confirm"** to save the comment.\ \ ![](/files/Y0uCaOljaRYTglI69h0E)
5. The log will be displayed. \
Edit Manual Log To edit a manual log: 1. Click the **"Edit"** icon.
2. Make the necessary amendments. 3. Click **"Save"**. \ \ ![](/files/Zs8rwqvp7kKdWFHXBLVQ)
Delete Manual Log To delete a manual log: 1. Click the **"Delete"** icon. \ ![](/files/Hgk6ks8oopXOfeKbJc4a) 2. A pop-up confirmation will appear. Click **"Confirm"** to proceed with the deletion. \ \ ![](/files/NxIBZHGjRjx7lA46WVht)
### **3. Editing Request Details** 1. You can amend the details of a request before approving it. 2. You can amend all request types except for the following: * Update Leverage * Transfer * Reset Password * New Withdrawal Information * Trading Competition 3. Different details can be amended for different request types:
Open Account

  1. Click the "Edit" icon.

  2. Amend the respective fields.

  3. Approve or reject the request.
Deposit

  1. Click the "Edit" icon.

  2. You can only amend the "Payment Amount".

  3. For online payment methods (e.g. Match2Pay), you can:

    1. Refresh the "Payment Status" by clicking the "Refresh" button; or

    2. Edit the "Payment Status" by clicking the "Edit" button.

  4. Click the "Save" icon.

  5. A log of the changes made will be recorded down automatically.

  6. Approve or reject the request.
Withdrawal

  1. Click the "Edit" icon.

  2. You can only amend the "Trading Amount".

    1. For online withdrawal methods, you can edit the "Payment Status" by clicking the "Edit" icon.

    2. Click "Save" to update the "Payment Status".

  3. Click the "Save" icon.

  4. A log of the changes made will be recorded down automatically.

  5. Approve or reject the request.
KYC

  1. Click the "Edit" icon.

  2. Amend the respective fields and click the "Save" icon.

  3. Approve or reject the request.
Upgrade to IB

  1. Click the "Edit" icon.

  2. Amend the respective fields.
  3. Approve or reject the request.
IB Registration

  1. For IB registration, you can amend the following:

    1. Request Details

      1. Click the "Edit" icon.

      2. Amend the respective fields and click the "Save" icon.

    2. Rebate Details

      1. This allows you to immediately configure the rebate account for the IB during registration.

      2. Click the "Edit" icon.

      3. Select the preferred option, fill in the respective details and click "Save".

  2. Approve or reject the request.
Trader Registration
  1. This is applicable only if your registration process is a multi-step process. Please refer to this section for more details: /pages/YJ9eRcVuTrSvlwwxNhME
  2. You will be able to view the details of each step of the registration process.

  3. Click on the "Edit" icon.

  4. Amend the respective fields and click "Save".

  5. Approve or reject the request.
Prop Trading Participation
  1. You can only amend Prop Trading Participation requests if the participation fee was made via online payment methods (e.g., Stripe).

  2. Click the "Edit" icon.

  3. Amend the payment status.

  4. Click "Save".

  5. If the payment status is "Pending", click the "Refresh" icon to update the status.

  6. Approve or reject the request.
Prop Trading Live Step
  1. You can amend the trading account details for the live stage.

  2. Click the "Edit" icon.

  3. Make the necessary changes.
  4. Click the "Save" icon.
  5. Approve or reject the request.
Prop Paid Retry
  1. You can only amend Prop Paid Retry requests if the participation fee was made via online payment methods (e.g., Stripe).

  2. Click the "Edit" icon.

  3. Amend the payment status.

  4. Click "Save".

  5. Approve or reject the request.
--- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://reference-guide.gitbook.io/crm-back-office-user-guide-full/9.-approval/reviewing-requests.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.