# Security Checklist

After installation and permission setup, you will find LuqaPay Settings under PSP Settings in your CRM.

<figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252Fug61rDT0uzKzNsUTiKmE%252Fimage.png%3Falt%3Dmedia%26token%3Dde39d3f8-9757-4d43-a2dd-e0b8b2a77505&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=6bb13b5d&#x26;sv=2" alt=""><figcaption></figcaption></figure>

This section includes a **Security Checklist** that outlines recommended security enhancements—particularly useful for online deposit and withdrawal workflows. While optional, completing these steps is strongly advised to strengthen your overall platform security.

The system will automatically detect and mark each requirement as completed once the relevant configuration is in place.

<figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252Fn0ZtTUcEdlOYP4sNG5zO%252Fimage.png%3Falt%3Dmedia%26token%3D3dd70752-d052-4089-bcbd-fd3b6d0253c7&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=5d6b5f85&#x26;sv=2" alt=""><figcaption></figcaption></figure>

<details>

<summary>Mandatory 2FA Verification</summary>

Mandatory two-factor authentication (2FA) helps prevent unauthorized access to your CRM. To setup, follow these steps:

1.  Click "Go Now" to be redirected to Settings > Client Portal Settings > Security Settings.



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252Foiy03UC6k9FZT8aGKS4t%252Fimage.png%3Falt%3Dmedia%26token%3D8961b0f6-63e0-49b3-bc0f-b78fcf690116&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=6b1ba6b0&#x26;sv=2" alt=""><figcaption></figcaption></figure>
2.  Click the "Edit" icon.



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FKQHPR7k3TdeHZjP2lJn7%252Fimage.png%3Falt%3Dmedia%26token%3D3f724643-68ac-4d0c-8655-b2f8ed3b6032&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=bdebb0e6&#x26;sv=2" alt=""><figcaption></figcaption></figure>
3. Enable Mandatory 2FA.
4. You may select which application scenarios should require 2FA.
5. Note: "Login" is mandatory and cannot be disabled.
6.  Click "Save".



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FwEwXsClQAwAAYju0LXDv%252Fimage.png%3Falt%3Dmedia%26token%3D04014e29-64c1-4642-a478-6611a4ed7731&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=61cdeb2b&#x26;sv=2" alt=""><figcaption></figcaption></figure>
7.  Once mandatory 2FA is enabled, this step will be automatically marked as complete in the checklist.



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252Fz7JpZqMPATJsAkPwOBFg%252Fimage.png%3Falt%3Dmedia%26token%3De57ad3f3-72ab-40fc-9a32-8f914c0c6b3c&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=34f1542c&#x26;sv=2" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Multi-Level Approval Installation</summary>

This adds an extra layer of verification for sensitive actions like withdrawals. To install Multi-Level Approval, follow these steps:

1.  Click "Go Now" to be redirected to the CRM Marketplace.



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FlHDrAArrPc1D30ahCiSD%252Fimage.png%3Falt%3Dmedia%26token%3D046d5e5a-7a9e-4263-9c92-d2e3f22afea8&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=180305d6&#x26;sv=2" alt=""><figcaption></figcaption></figure>
2.  Search for "Multi-Level Approval" and click on the listing.



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FTXjQOofvB0qjjgQQBFyB%252Fimage.png%3Falt%3Dmedia%26token%3D05cfae45-2ea6-4b55-9e23-b6d69a1eaceb&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=1abd0769&#x26;sv=2" alt=""><figcaption></figcaption></figure>
3. You will be redirected to the details page.
4.  Click "Install" to proceed.



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FsN20NFGp8LgvemRdFlRe%252Fimage.png%3Falt%3Dmedia%26token%3D4ecd0407-7dad-4915-8a01-283cc7e17739&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=f0bd95e4&#x26;sv=2" alt=""><figcaption></figcaption></figure>
5.  Once installed, the checklist item will be marked as completed.



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FAJJXg68yFAM7FvU9I5kG%252Fimage.png%3Falt%3Dmedia%26token%3D79ea4b45-ee81-49c6-bd95-a193bb22cae7&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=7439880a&#x26;sv=2" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Setup Multi-Step Approval for Withdrawals</summary>

This ensures withdrawal requests go through at least two levels of verification. To setup, follow these steps:

1.  Click "Go Now" to be redirected to Settings > Approval Settings > Process Settings.



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FWrz6GZeL1mc7IEEYWjBO%252Fimage.png%3Falt%3Dmedia%26token%3Da9a325cc-58fe-40fa-9e8c-44b373ae90c6&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=9a17cfd&#x26;sv=2" alt=""><figcaption></figcaption></figure>
2.  Locate the Withdrawal process and click the "Edit" icon.



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252Ffg7GAHfziL0phmwTASw5%252Fimage.png%3Falt%3Dmedia%26token%3D9800b05f-ad19-4822-a2ea-bc3ec47bcf58&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=54a6c88e&#x26;sv=2" alt=""><figcaption></figcaption></figure>
3.  Click the "+" icon to add a new level.



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FrHBBDUHCDXb6E4aWcqBG%252Fimage.png%3Falt%3Dmedia%26token%3D6155ee6b-7156-47a2-80d9-49f50a2e8179&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=9d2543b0&#x26;sv=2" alt=""><figcaption></figcaption></figure>
4. Select "No approver" and assign the responsible party for each level. \
   \
   ![](https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FvBLc0EjhB2TQxmWny5nL%252Fimage.png%3Falt%3Dmedia%26token%3D6909f873-eb10-4b5f-8a1a-9e8f9edfbbbf\&width=300\&dpr=4\&quality=100\&sign=d8f0d32b\&sv=2)\

5. You can assign either individual users or roles. \
   \
   ![](https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FHyqylgbabjCuv3Tl2WNl%252Fimage.png%3Falt%3Dmedia%26token%3Dab61485b-2ac2-4033-886e-48de5d70c8f8\&width=300\&dpr=4\&quality=100\&sign=85a4e34b\&sv=2)\

6. Click "Confirm".\
   \
   &#x20;![](https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FjXtG23AkiKmA3tdqSvry%252Fimage.png%3Falt%3Dmedia%26token%3D130f073a-7f82-4778-abfd-06ee0489ef83\&width=300\&dpr=4\&quality=100\&sign=252a49f2\&sv=2)\

7. It is recommended to have at least 2 levels of approvers:
   * First Level: Deduct Level of Approval. Upon approval, the withdrawal amount will be deducted from the trading account or wallet.
   * Second Level: Payout Level of Approval. Upon approval, the withdrawal request will be sent to LuqaPay and the funds will be paid out to your client.
8. Upon adding the second level of approver, the first level will automatically be assigned both the "Deduct" and "Payout" approval. To set the second level as the "Payout", click the "Payout" icon. \
   \
   ![](https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FVJyWE8OWbbBJj1j4B9t6%252Fimage.png%3Falt%3Dmedia%26token%3D26fc83d2-8098-4c81-bb9b-c672acaf283a\&width=300\&dpr=4\&quality=100\&sign=a9e9f946\&sv=2)\

9. For the first level, you can choose between manual or automatic approval. It is recommended to select manual approval so you can review the withdrawal request and its details before processing. To setup:
   1. Click on the "Settings" icon.\
      \
      &#x20;![](https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FIv2uEtbK1UnzReKCfJYO%252Fimage.png%3Falt%3Dmedia%26token%3Dbee032eb-b98c-4d1e-bf9c-3ec7994101e4\&width=300\&dpr=4\&quality=100\&sign=90b46e00\&sv=2)\

   2. Select "Manual" and click "Confirm". \
      \
      ![](https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252F3jsePwAZMsTQjYbPYgMr%252Fimage.png%3Falt%3Dmedia%26token%3D48e4415f-cf28-4a08-be58-ff0054b8d9ef\&width=300\&dpr=4\&quality=100\&sign=a57b1b4a\&sv=2)\

10. Click "Publish" to save your changes.



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FWKA8Xk115vzdVkEHgxgb%252Fimage.png%3Falt%3Dmedia%26token%3D6f34d16e-92d5-4835-b7c1-618a346c7651&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=d8a50be4&#x26;sv=2" alt=""><figcaption></figcaption></figure>
11. After publishing, this checklist item will be marked as completed.



    <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FfodXv2q9ygQSNi9MYcdJ%252Fimage.png%3Falt%3Dmedia%26token%3Ddf45f9e7-a07c-4651-b018-2f27ea9430e2&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=5a24ff56&#x26;sv=2" alt=""><figcaption></figcaption></figure>

</details>
