# Reviewing Requests

### <mark style="color:red;">1. Review Requests</mark>

1.  You can review all client requests by clicking the **"Review"** button.\


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FRVxXuFThck2FVW1QUWcR%2Fimage.png?alt=media&#x26;token=a4a8279c-9dbd-40c8-b04d-9d44d9d16f81" alt=""><figcaption></figcaption></figure>
2. For each request type, you can choose to either **"Approve"** or **"Reject"** the request.\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FqnrtzEcFGE5jkI4B8zIh%2Fimage.png?alt=media\&token=2e0f530e-5f31-4573-97c3-bf9f6f3a5e57)\

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.\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FnoNHmrb7WVS8d42fmg1b%2Fimage.png?alt=media\&token=ea5a7991-f9bc-4f73-93e0-9b61dcabd905)\

   1. **Special case – Deposits:** You can enter a comment before approving the request, if required.\
      \
      ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F3QkxZ3NIW78O32dUfhw4%2Fimage.png?alt=media\&token=2649ec59-c18d-4662-97f4-3e039de0c323)\

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.\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fml0Rt0ywOjoEdLr4mTD9%2Fimage.png?alt=media\&token=bd79e291-779a-46ca-8fb0-a6f274fc5522)\


### <mark style="color:red;">**2. Logs**</mark>

There are two types of logs:

*   **System-generated logs** – created automatically by the system and cannot be edited or deleted.\


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FFT8M4GVXv3WKscZ4QOC2%2Fimage.png?alt=media&#x26;token=eb3f4c89-7e19-4e1d-a99e-7cd7f84ffd83" alt=""><figcaption></figcaption></figure>
* **Manually generated logs** – created by you and can be edited or deleted.

<details>

<summary>Create Manual Log</summary>

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.”**\


       <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FSzAPfLovcpLWaBliVEgM%2Fimage.png?alt=media&#x26;token=a6f8730d-9a58-45c3-9109-cac57bef218d" alt=""><figcaption></figcaption></figure>
   *   If submitted by a Backoffice user, you will see the user’s name.\


       <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F7w8cmXGkTEwlxWZx00Xr%2Fimage.png?alt=media&#x26;token=a7f98e0f-af2d-4650-9936-10a36bacda8c" alt=""><figcaption></figcaption></figure>
2.  Click the **"Log"** icon to add your comment.\


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F3yN4PqcAzRNmKBEVEgui%2Fimage.png?alt=media&#x26;token=66c11210-1be9-4cd1-8e35-74f5508a42e9" alt=""><figcaption></figcaption></figure>
3. Fill in your comment and attach any relevant files using the **"Attach"** icon.
4. Click **"Confirm"** to save the comment.\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F2PiaU0vxjl6F4ljBdUIL%2Fimage.png?alt=media\&token=42c4cdc3-eea6-4cdc-a006-2409e8b4c017)\

5.  The log will be displayed. \
    \


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FkDpDWz12nw98XzmS9Hqw%2Fimage.png?alt=media&#x26;token=10314bcb-9385-4e89-b2b2-ce605a48b201" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Edit Manual Log</summary>

To edit a manual log:&#x20;

1.  Click the **"Edit"** icon. \


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F2joyKLMo0I7UhiJs08q4%2Fimage.png?alt=media&#x26;token=88b11197-e680-4871-a386-907b8dad6e5a" alt=""><figcaption></figcaption></figure>
2. Make the necessary amendments.&#x20;
3. Click **"Save"**. \
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FQkkP2B1ysvU12l0rncYa%2Fimage.png?alt=media\&token=d5337c62-5140-4917-a115-3bec5c4979a4)

</details>

<details>

<summary>Delete Manual Log</summary>

To delete a manual log:&#x20;

1. Click the **"Delete"** icon. \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FHo65fal5Hd5qCR3FWDHg%2Fimage.png?alt=media\&token=205ca8ec-8ccd-46e7-842d-1fed80a3f234)
2. A pop-up confirmation will appear. Click **"Confirm"** to proceed with the deletion. \
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FFYlktkn1TvfQx8BwGJjH%2Fimage.png?alt=media\&token=2d55deb2-2267-441e-b2a0-97bc5fb545c2)

</details>

### <mark style="color:red;">**3. Editing Request Details**</mark>&#x20;

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&#x20;
   * Transfer
   * Reset Password
   * New Withdrawal Information&#x20;
   * Trading Competition
3. Different details can be amended for different request types:&#x20;

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th></th></tr></thead><tbody><tr><td><strong>Open Account</strong></td><td><ol><li><p>Click the <strong>"Edit"</strong> icon. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fjgp0GSzRYqYZpSh6f110%2Fimage.png?alt=media&#x26;token=2de8c3cd-76d4-460e-bc24-f826c16d2956" alt=""><figcaption></figcaption></figure></div></li><li><p>Amend the respective fields. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FeUoNouUX4Xdh9Hp5T9TM%2Fimage.png?alt=media&#x26;token=680ee129-26ad-4111-99ab-2f88e890a043" alt=""><figcaption></figcaption></figure></div></li><li>Approve or reject the request. </li></ol></td><td></td></tr><tr><td><strong>Deposit</strong></td><td><ol><li><p>Click the <strong>"Edit"</strong> icon. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FVDn6wWF2TnnRTOshc73f%2Fimage.png?alt=media&#x26;token=8c548db3-e778-496a-81b6-e428df0ec8aa" alt=""><figcaption></figcaption></figure></div></li><li>You can only amend the <strong>"Payment Amount"</strong>. </li><li><p>For online payment methods (e.g. Match2Pay), you can: </p><ol><li><p>Refresh the <strong>"Payment Status"</strong> by clicking the <strong>"Refresh"</strong> button; or <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fem4HrJnjnIY5YVls2cEQ%2Fimage.png?alt=media&#x26;token=19729554-49ee-478a-b25e-6b3bf5eba05d" alt=""><figcaption></figcaption></figure></div></li><li><p>Edit the <strong>"Payment Status"</strong> by clicking the <strong>"Edit"</strong> button. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FXNfaumLlN8itJupJjssM%2Fimage.png?alt=media&#x26;token=c1a1eda0-e1e4-4793-8d7a-a54016723ee2" alt=""><figcaption></figcaption></figure></div></li></ol></li><li><p>Click the <strong>"Save"</strong> icon. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FfQnnOERSsdidejpZuzwO%2Fimage.png?alt=media&#x26;token=b0d19c19-225f-47f2-b99c-cf5e9ca50968" alt=""><figcaption></figcaption></figure></div></li><li><p>A log of the changes made will be recorded down automatically. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FzWUWXwPrvfC2BNOwvapH%2Fimage.png?alt=media&#x26;token=f066496a-413e-4c1d-a960-320c5ea9bcc6" alt=""><figcaption></figcaption></figure></div></li><li>Approve or reject the request. </li></ol></td><td></td></tr><tr><td><strong>Withdrawal</strong> </td><td><ol><li><p>Click the <strong>"Edit"</strong> icon. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FCveZ3EdRzC6S4jWgVTdh%2Fimage.png?alt=media&#x26;token=a3cf6fc9-8b8c-4a9d-917d-363626fc0488" alt=""><figcaption></figcaption></figure></div></li><li><p>You can only amend the <strong>"Trading Amount"</strong>. </p><ol><li><p>For online withdrawal methods, you can edit the <strong>"Payment Status"</strong> by clicking the <strong>"Edit"</strong> icon. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FcYtdCX5MR6Jmcl0UjVag%2Fimage.png?alt=media&#x26;token=b401cc88-e7a4-455d-9a7f-00371d3488eb" alt=""><figcaption></figcaption></figure></div><p></p></li><li><p>Click <strong>"Save"</strong> to update the <strong>"Payment Status"</strong>.<br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FmriUj9o8dNO6OSei8SrH%2Fimage.png?alt=media&#x26;token=af03e9e9-e87b-4284-b063-d00a150472ab" alt=""><figcaption></figcaption></figure></div></li></ol></li><li><p>Click the <strong>"Save"</strong> icon. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FBjQsqWF8aS11tnxs1MFy%2Fimage.png?alt=media&#x26;token=46767b1c-a78a-4aab-b5e7-de364e1e5a32" alt=""><figcaption></figcaption></figure></div></li><li><p>A log of the changes made will be recorded down automatically. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FKlnqRdvve7Nja9TiSVnu%2Fimage.png?alt=media&#x26;token=5f60755d-fe8a-4143-b268-da7c8360d142" alt=""><figcaption></figcaption></figure></div></li><li>Approve or reject the request. </li></ol></td><td></td></tr><tr><td><strong>KYC</strong></td><td><ol><li><p>Click the <strong>"Edit"</strong> icon.<br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FGIGIkH3jrfsMSN2MQNWJ%2Fimage.png?alt=media&#x26;token=f0a3d86f-a091-4398-b0a2-4dcb0fa0a8fb" alt=""><figcaption></figcaption></figure></div></li><li><p>Amend the respective fields and click the <strong>"Save"</strong> icon. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FyiMnfvmlOfDZI4l1XrQM%2Fimage.png?alt=media&#x26;token=c6a8387b-1244-4a3a-80b8-1b96cee0fbde" alt=""><figcaption></figcaption></figure></div></li><li>Approve or reject the request. </li></ol></td><td></td></tr><tr><td><strong>Upgrade to IB</strong></td><td><ol><li><p>Click the <strong>"Edit"</strong> icon. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FsVHjbjSCm9uKwuv5ErE9%2Fimage.png?alt=media&#x26;token=4bb3fc5f-5f94-4158-8da3-2179ecf70b1e" alt=""><figcaption></figcaption></figure></div></li><li>Amend the respective fields. <br><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FFD8IkPbgr1IwVtGdeia3%2Fimage.png?alt=media&#x26;token=876cc951-98cd-4760-b0f7-736b409eb9d6" alt=""></li><li>Approve or reject the request. </li></ol></td><td></td></tr><tr><td><strong>IB Registration</strong></td><td><ol><li><p>For IB registration, you can amend the following: </p><ol><li><p>Request Details</p><ol><li><p>Click the <strong>"Edit"</strong> icon. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FjZ8WofZMk0fpPXMfFmGq%2Fimage.png?alt=media&#x26;token=5085626e-f06f-4214-ac9f-c706e15e2675" alt=""><figcaption></figcaption></figure></div></li><li><p>Amend the respective fields and click the <strong>"Save"</strong> icon. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FKkXb6eloNeNvXjkhJp6o%2Fimage.png?alt=media&#x26;token=026cf5da-1fc0-4fe1-b718-4c983436eca7" alt=""><figcaption></figcaption></figure></div></li></ol></li><li><p>Rebate Details </p><ol><li>This allows you to immediately configure the rebate account for the IB during registration. </li><li><p>Click the <strong>"Edit"</strong> icon. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fl6nMssdrMA1E4xOgJRBk%2Fimage.png?alt=media&#x26;token=97ae3834-e27c-4851-803c-28e400cc28c1" alt=""><figcaption></figcaption></figure></div></li><li><p>Select the preferred option, fill in the respective details and click <strong>"Save"</strong>. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FOoVUnQ91gbkn5KGVykxU%2Fimage.png?alt=media&#x26;token=d5e56c97-4083-4565-b95b-e17372e4b048" alt=""><figcaption></figcaption></figure></div></li></ol></li></ol></li><li>Approve or reject the request. </li></ol></td><td></td></tr><tr><td><strong>Trader Registration</strong></td><td><ol><li>This is applicable only if your registration process is a multi-step process. Please refer to this section for more details: <a data-mention href="../17.-settings/client-portal-login-registration-settings/registration-process-settings">registration-process-settings</a> </li><li>You will be able to view the details of each step of the registration process. </li><li><p>Click on the <strong>"Edit"</strong> icon. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FyuvdV0cOfMzjPCXrYvsZ%2Fimage.png?alt=media&#x26;token=83550c56-0a86-4c1e-a1ea-4fdbe0f7e49d" alt=""><figcaption></figcaption></figure></div></li><li><p>Amend the respective fields and click "<strong>Save</strong>". <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FGUkFf8SzTIH17cl2VDiG%2Fimage.png?alt=media&#x26;token=f8e00925-9cc1-4666-8070-bd5c7997102b" alt=""><figcaption></figcaption></figure></div></li><li>Approve or reject the request. </li></ol></td><td></td></tr><tr><td><strong>Prop Trading Participation</strong></td><td><ol><li>You can only amend Prop Trading Participation requests if the participation fee was made via online payment methods (e.g., Stripe).</li><li><p>Click the "<strong>Edit</strong>" icon. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FHGDAPwX6G7aQaMPvBxsU%2Fimage.png?alt=media&#x26;token=930d2e0e-8c29-4ea4-a3b9-9f9345c6e943" alt=""><figcaption></figcaption></figure></div></li><li>Amend the payment status. </li><li><p>Click "<strong>Save</strong>". <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F03aEORVUeis7yfv5CwMr%2Fimage.png?alt=media&#x26;token=728705a3-85f2-4a59-895b-3b05b48f11b3" alt=""><figcaption></figcaption></figure></div></li><li><p>If the payment status is "<strong>Pending</strong>", click the "<strong>Refresh</strong>" icon to update the status.<br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FAxsYvLLzxg0byfiSIAPu%2Fimage.png?alt=media&#x26;token=9c38d259-f57c-475e-b95d-43a070679cac" alt=""><figcaption></figcaption></figure></div></li><li>Approve or reject the request. </li></ol></td><td></td></tr><tr><td><strong>Prop Trading Live Step</strong></td><td><ol><li>You can amend the trading account details for the live stage.</li></ol><ol><li><p>Click the "<strong>Edit</strong>" icon.<br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FQzlHDMTotv1HptFUSqyI%2Fimage.png?alt=media&#x26;token=60f7dcf3-8815-4830-8efc-f8c071de70c0" alt=""><figcaption></figcaption></figure></div></li><li>Make the necessary changes.</li><li>Click the "<strong>Save</strong>" icon.</li><li>Approve or reject the request. </li></ol></td><td></td></tr><tr><td><strong>Prop Paid Retry</strong></td><td><ol><li>You can only amend Prop Paid Retry requests if the participation fee was made via online payment methods (e.g., Stripe).</li><li><p>Click the "<strong>Edit</strong>" icon. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F0TWq5ShK5xiEZ28nN9RY%2Fimage.png?alt=media&#x26;token=bc079c15-b787-46e5-bd06-37f4b112a324" alt=""><figcaption></figcaption></figure></div></li></ol><ol start="3"><li>Amend the payment status. </li></ol><ol start="4"><li><p>Click "<strong>Save</strong>". <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fbfrciy3rTT2868zz7zxh%2Fimage.png?alt=media&#x26;token=ecb2f64b-a985-4386-80f1-733cff46d939" alt=""><figcaption></figcaption></figure></div></li></ol><ol start="5"><li>Approve or reject the request. </li></ol></td><td></td></tr></tbody></table>

