Creating New Clients

You can create accounts on behalf of both Traders and IBs.

1. Creating an Account for Traders

1

Create New Client

1. Navigate to "Clients".

2. Click "Create Client".

   

2

Fill in the Form

1. Select "New Trader".

2. The fields displayed here will match your configured registration form. For more details, refer to: Registration Form

3. Complete the required fields:

   • ID – The CRM account ID. If left blank, the system will auto-generate one.

   • Referrer Code – A unique referral code for this client. If left blank, the system will auto-generate one.

   • Name – Client’s full name (required).

   • Nationality – Client’s nationality (optional).

   • Code – Country code for the client’s phone number (required).

   • Phone Number – Client’s phone number (required, must be unique).

   • Email Address – Client’s email address (required, must be unique).

   • Password – The CRM login password for this client (required).

   • Owner – Main point of contact (e.g., salesperson) (optional).

   • Participants – Other staff involved in follow-up (optional).

   • Referrer – Enter the referrer’s code to assign this client as their downline (optional).

   • Force User to Update Password – Enable this to require the client to change their password upon first login.

   • Send Notification Email to the Client – Enable this to automatically send login credentials to the client via email.

4. Click "Create User".

3

Handling Duplicates

1. If a client with the same email or phone number already exists, the system will display a warning message.

2. In such cases:

   • Inform the client that an account with the same email or phone number already exists.

   • Advise them to log in with their existing credentials instead of creating a duplicate account.

2. Creating an Account for IBs

1

Create New Client

1. Navigate to "Clients".

2. Click "Create Client".

   

2

Fill in the Form

1. Select "New IB".

2. The fields displayed here will match your configured IB registration form. For more details, refer to: Registration Form

3. Complete the required fields:

   • ID – The CRM account ID. If left blank, the system will auto-generate one.

   • Referrer Code – A unique referral code for this client. If left blank, the system will auto-generate one.

   • Name – Client’s full name (required).

   • Nationality – Client’s nationality (optional).

   • Code – Country code for the client’s phone number (required).

   • Phone Number – Client’s phone number (required, must be unique).

   • Email Address – Client’s email address (required, must be unique).

   • Password – The CRM login password for this client (required).

   • Owner – Main point of contact (e.g., salesperson) (optional).

   • Participants – Other staff involved in follow-up (optional).

   • Referrer – Enter the referrer’s code to assign this client as their downline (optional).

   • Force User to Update Password – Enable this to require the client to change their password upon first login.

   • Send Notification Email to the Client – Enable this to automatically send login credentials to the client via email.

4. Additional IB registration fields:

   Depending on your CRM’s IB registration form configuration, you may see custom fields specific to your setup, such as:

   1. Company Name

   2. Total Number of Current Customers

   3. Number of New Customers Opened Per Month

   4. Current Total Funds

   5. Year of Employment

5. Click "Create User".

3

Handling Duplicates

1. If a client with the same email or phone number already exists, the system will display a warning message.

2. In such cases:

   • Inform the client that an account with the same email or phone number already exists.

   • Advise them to log in with their existing credentials instead of creating a duplicate account.