The Settings tab provides comprehensive configuration options for your CRM, allowing you to tailor it to your specific needs.

The settings are categorized into two sections:

1. Client Portal: This category encompasses settings related to the CRM Client Portal.

2. Back Office Portal: This category covers settings associated with the CRM Back Office Portal.

To navigate between the different settings, simply scroll through the Settings sidebar.

1. Improved CRM Access Speed: Cloudflare's global network infrastructure ensures that your CRM is accessible quickly and efficiently, regardless of the user's location or internet service provider.

2. Protection against DDOS Attacks: Cloudflare's robust security features help to mitigate and prevent Distributed Denial of Service (DDOS) attacks, safeguarding your CRM from disruptions and ensuring uninterrupted service.

3. Enhanced Data Security: Cloudflare provides additional layers of security, including SSL encryption and web application firewall, to protect your CRM data from unauthorized access and malicious activities.

4. Mitigation of Risk: By using Cloudflare as a DNS domain server, you can prevent the risk of malicious complaints or attempts to trace back to the broker's server location, ensuring the privacy and security of your brokerage operations.

In the Client Portal - Brand Settings tab, you have the ability to configure and customize the brand settings of your CRM Client Portal. This feature empowers you to personalize the appearance and overall user experience of the Client Portal to align with your corporate branding and aesthetic preferences.

In the Brand Settings page, you can configure the following options for your CRM Client Portal:

1. Website Name: Specify the name that will be displayed on the browser tab when clients access your CRM Client Portal. This allows you to personalize the branding and ensure that your clients easily recognize and identify your CRM website.

2. CRM Client Portal Logo: Upload and set your desired logo to appear on the CRM Client Portal. This allows you to showcase your brand identity and create a consistent visual representation for your clients.

3. Theme Color: Choose the theme color that aligns with your brand's visual identity. This color will be applied to various elements throughout the CRM Client Portal, providing a cohesive and branded experience for your clients.

4. Default Mode: Select the default mode for the CRM Client Portal interface - light mode or dark mode. When clients access the CRM, the selected default mode will be displayed, offering a preferred visual experience from the moment they log in.

5. Landing Style: Choose the desired landing page style for your CRM Client Portal - center, left, or right. This option allows you to customize the layout and positioning of the content on the landing page, making your CRM look more unique and tailored to your brand's aesthetics.

In the Login Page Configuration settings, you can customize various aspects to enhance the user experience. Here are the options you can configure:

1. Login Background Image: Choose a visually appealing image to create a unique and visually appealing login page. This helps create a positive first impression for your users.

2. Login Logo: Set your brand logo to be displayed on the login page. This helps reinforce your brand identity and creates a consistent visual representation across your CRM Client Portal.

3. Navigation Mode: Decide the placement of the navigation menu on the CRM Client Portal. You can choose to have it positioned at the top or on the left side, based on your preference and design requirements.

4. System Language & Default Language: Customize the available languages for the CRM Client Portal. You can select multiple languages to cater to a diverse user base. Additionally, you can set a default language that will be displayed when users access the portal. This allows users to view and interact with the CRM in their preferred language, enhancing their overall experience.

To delete a domain, follow the steps below:

Setting Up Default Mode

To select the default color mode for your CRM client portal, please follow these steps:

1. Click on the "Edit" icon in the Brand Settings module.
3. Once you have made your selection, click on the "Save" icon to save the changes.

Application

1. Light Mode: This will set the default mode to light, providing a bright and visually pleasing interface for users.
2. Dark Mode: This will set the default mode to dark, offering a sleek and modern interface for users.

Setting Up Landing Page Style

To setup the landing page style for your CRM Client Portal, follow these steps:

1. Click on the "Edit" icon in the Brand Settings module.
3. Once you have made your selection, click on the "Save" icon to save the changes.

Application

1. Landing Page Style: Center
2. Landing Page Style: Right
3. Landing Page Style: Left

In the Domain Settings page, you can configure the domain for your CRM Client Portal. This feature enables you to add multiple domains to your CRM Client Portal for various purposes, such as catering to different client regions or organizing promotional events.

Benefits of using different domains include:

1. Regional Customization: Assign specific domains to different client regions, delivering a localized experience tailored to their preferences and needs. This ensures personalized and targeted engagement with your clients.

2. Promotional Events: Create dedicated domains for specific promotional events or campaigns. By utilizing separate domains, you can track the success rate of each event through the promotional links tab. This allows you to analyze the effectiveness of your marketing efforts and make data-driven decisions for future events.

3. Personalization for IBs: Allocate different domains to individual IBs, providing them with their own personalized CRM Client Portal domain. This enhances their experience and enables you to track the performance of each IB via the promotional link tab.

Website Name

To edit your website name in the Brand Settings module, follow these steps:

1. Click the "Edit" icon.
3. Once you have entered the new website name, click on the "Save" icon to save your changes.

Logo

You can set three different types of logos for your CRM:

1. Website Logo: This logo will be displayed on the CRM Client Portal when clients log in. It represents your brand and provides a visual identity for your clients while they interact with the CRM.

To setup the logos, follow these steps:

1. Click the "Edit" icon.
2. Select the type of logo you would like to set, such as "Website Logo," "Favicon," or "App & PWA Icon."
3. Upload the logo file from your computer. Please note that only PNG and JPG file formats are accepted.

4. Ensure that the logo file meets the recommended size specifications: a) For Website Logo: Recommended size is 300x200 pixels. b) For Favicon: Recommended size is 40x40 pixels. c) For App & PWA Icon: Recommended size is 1024x1024 pixels.

5. Once the logo file is uploaded and meets the specified size, click on the "Save" button to apply the changes.

To create a new domain, follow the steps below:

In the Navigation Settings of the CRM, you have the ability to create custom tabs for your clients on the CRM Client Portal. This feature enables you to add additional tabs that are not available by default, providing a more customized experience for your clients.

By utilizing the Navigation Settings feature, brokers can enhance the functionality and user experience of the CRM Client Portal, providing additional resources and tailored information to their clients.

By default, the CRM Client Portal displays the following navigation tabs that cannot be deleted:

1. Dashboard

2. Accounts

3. PAMM/MAM

4. Referral

5. Reports

6. My Profile

Types of Navigation Tabs

There are 2 types of Navigation Tabs that can be created:

Creating Navigation Tabs

To create a new navigation tab in the CRM Client Portal, follow these steps:

Navigation Tab Content

Once you have created the navigation tabs in the CRM Client Portal, you will need to input the content. There are two ways to do this:

1. Embedding a Link: You can create a tab by embedding a link to external content or webpages. This allows you to direct clients to specific resources, websites, or any relevant content you wish to share. Simply provide the URL or link to the desired content, and it will be accessible to clients through the navigation tab.

2. Inputting Your Own Content: Alternatively, you can input your own content directly into the custom tab. This gives you the flexibility to create and display personalized content for your clients. You can use this feature to share announcements, guides, educational materials, or any other information you deem valuable. By inputting your own content, you have full control over the information you provide to your clients.

To input the navigation tab content, follow these steps:

Permissions

Application

2. Navigation Tabs Created

Setting Up Navigation Mode

To set up the navigation mode for the CRM Client Portal, please follow these steps:

1. Click on "Edit" icon.
3. Click on the "Save" button to save the changes.

Please note that the navigation mode for the mobile user interface (UI) will always be set to the left, regardless of the settings chosen.

Application

Setting Up System Language & Default Language

To set up the system language and default language for your CRM Client Portal, follow these steps:

1. Click on the "Edit" icon.
2. Select the desired system languages from the available options.

3. Once you have selected the system languages, they will be displayed under the "Default Language" section. Choose the default language that will be displayed initially for the CRM Client Portal.
4. Click on the "Save" button to save the changes.

Application

1. When clients log in to the CRM Client Portal, the default language you have set will be displayed.

2. Clients have the flexibility to choose their preferred language by clicking on the "Language" icon.
3. The language of the CRM Client Portal will immediately change to the language selected.

Setting Up Login Background & Logo

To set up the Login Background Image and Login Logo, follow these steps:

1. Click on the "Edit" icon.
2. Upload the image file you want to use as the Login Background Image or Login Logo from your device.
3. Once the upload is complete, click the "Save" button to save your changes.

Application

To disable navigation tabs, follow these steps:

1. Locate the navigation tab you want to disable and click on the "Disable" icon.

2. The navigation tab will be disabled, and clients will no longer be able to view it.

3. If you want to re-enable the navigation tab, simply click on the "Disable" icon again.

To make changes to the group and navigation tabs, simply follow these steps:

1. Click on the "Edit" button.
3. Click on the "Confirm" button to save the changes.

To sort the order of navigation tabs, follow these steps:

1. Locate the navigation tab you want to move.

2. Click and hold the "Sort" icon next to the navigation tab.

3. Drag the tab to the desired position within the navigation menu.

4. Release the mouse button to drop the tab in its new position.

5. The navigation tabs will be displayed in the order you have set, reflecting the new arrangement.

Enabling Remote Login Prompts

To enable remote login prompts for the CRM Client Portal, follow these steps:

1. Click on the "Edit" icon in the Security Settings tab.
2. Click on the "Enable" icon to activate this feature.

3. If you wish to disable remote login prompts at any time, click the same icon to deactivate it.

4. Click "Save" to apply the changes.

Application

1. When Prompts for Remote Logins is enabled, the client will be notified if their account is accessed from a different IP address than their previous login.

2. When such a situation occurs, clients will receive prompts through the following methods:

   1. Popup Notice on CRM Client Portal: A notification will be displayed to the client immediately upon login, informing them that their account was accessed from a different IP address. This prompt serves as an alert to the client to verify the legitimacy of the login. Clients can click "Change the Password" to protect their account.
   2. Email Notification: In addition to the popup notice, an email will be sent to the client's registered email address. This email serves as an additional means of notification, providing the client with information about the login activity and advising them to take appropriate action if the login was unauthorized.

In the Security Settings tab, brokers can configure important security features for the CRM Client Portal. These include:

1. Remote Login Prompts: By enabling remote login prompts in the Security Settings tab, brokers can enhance the security of the CRM Client Portal. This feature alerts clients whenever their account is accessed from a different IP address than usual. It serves as a proactive measure to notify clients of potential unauthorized access to their account. Prompting clients with these alerts allows them to take immediate action if they suspect any suspicious activity and helps ensure the safety of their account.

2. Password Strength Settings: In the Security Settings tab, brokers can configure the password strength requirements for their clients. This feature allows brokers to define specific criteria for creating strong passwords. By implementing strong password policies, brokers enhance the overall security of client accounts, making them less susceptible to password-related breaches or unauthorized access attempts.

3. Two-Factor Authentication Settings: Brokers are empowered to further fortify the security of the CRM by configuring mandatory Two-Factor Authentication (2FA). This advanced security measure adds an extra layer of protection to clients account by requiring clients to key in the 2FA code before performing any actions. This helps to reduce the risk of unauthorized access, even if account passwords are compromised.

To delete a navigation tab you have created, follow these steps:

1. Locate the navigation tab you want to delete.

4. The navigation tab will be permanently deleted and removed from the CRM Client Portal.

You can require clients to activate Two-Factor Authentication (2FA) for enhanced account protection. By default, this function is disabled. Once enabled, you can select the operations that will require clients to input a 2FA code:

1. Login

2. Deposit

3. Withdraw

4. Transfer

5. Prop Challenge Fee Payment

6. Trading Competition Fee Payment

7. Change Password

8. Update Email

1. Setting Up Mandatory 2FA

To set up Mandatory 2FA Verification for your clients, follow these steps:

2. Application: Clients Without Existing 2FA Setup

1. For clients without any existing 2FA setup, they will be prompted to activate 2FA upon logging in to the CRM Client Portal.
2. To complete the activation process, clients will need to follow the provided steps, input the 2FA code, and then click "Submit."

3. Once 2FA has been setup, the client will be logged into their CRM account.

4. Clients will not have the option to disable 2FA via the "Settings" page.
5. Clients will be asked to enter a 2FA One-Time Password (OTP) when conducting the operations configured to require mandatory 2FA verification.

Application: Clients with Existing 2FA Setup

1. For clients who have already set up 2FA, their accounts will remain unchanged.

2. They will continue to use 2FA as usual when logging in and when performing any of the operations that require mandatory 2FA.

Setup Password Strength Settings

To set password strength settings for your clients, follow these steps:

1. Click on the "Edit" icon in the Security Settings tab.
2. Select your preferred Password Strength Settings.

3. Click "Save" to apply the changes.

Application

1. When clients register a new account and proceed to set up their password, they are required to adhere to the password strength settings that have been selected by the broker.

3. When clients update their account password, they are required to follow the password security settings as well.

In the Transaction Settings menu, brokers can access a variety of configuration options related to transactions. These settings enable brokers to customize and manage different aspects of the deposit, transfer, and withdrawal processes to meet their specific requirements.

You can define limits on failed login attempts for both clients and admins, triggering automatic account suspension after repeated failures to mitigate security risks.

1. Setting Up Failed Login Attempt Limit

To setup failed login attempt limit, follow these steps:

2. Application

3. To enable the account, you will need to do the following:

   1. For client accounts, locate the account under the "Clients" list and click the "Unsuspend" icon.
   2. For user accounts, under "User Management", click the "Filter" icon and select "Suspended" as the Account Status. You will see a list of suspended users. Locate the user you wish to enable and click the "Unsuspend" icon.

In the Deposit Settings menu, brokers can configure the following:

1. Deposit Account Settings

2. Daily Deposit Settings

3. Deposit Request Settings

4. Payment Method Settings

5. Exchange Rates

Deposit Account Settings

In the Deposit Account Settings tab, brokers can choose whether to allow clients to deposit funds into their CRM wallets or directly into their trading accounts. This decision depends on the broker's preferences and business requirements.

Allowing clients to deposit into their CRM wallets provides flexibility in managing funds. Clients can deposit funds into their CRM wallets and then allocate them to their trading accounts using the "Transfer" function. This centralizes the balance and allows clients to distribute funds as needed.

Alternatively, brokers may prefer to restrict deposits directly to the trading accounts, bypassing the CRM wallets. In this case, clients would deposit funds directly into their trading accounts without any intermediate step.

A. Setting Up Deposit Account Settings

To setup deposit account settings, follow these steps:

1. Click on the "Edit" icon in the deposit account settings.
2. Enable or disable accordingly.

3. Save the changes by clicking the "Save" button.

B. Application

Daily Deposit Settings

In the daily deposit settings, you have the ability to define a specific timeframe during which clients are allowed to submit deposit requests. This timeframe restricts the submission of deposit requests to the specified period within a day.

This helps ensure that deposit requests are submitted during hours when the broker's team is available to process them.

A. Setting Up Daily Deposit Settings

1. Click on the "Edit" icon in the daily deposit settings section.
2. Select the desired time zone from the available options.

3. Set the start time and end time for the daily deposit timeframe.

4. Click "Save" to apply the changes.

B. Application

1. When clients initiate the deposit process, they will be presented with the deposit timeframe information. This allows them to be aware of the specific hours during which they can submit their deposit requests.

Deposit Request Settings

In the deposit request settings, brokers can set the maximum limit for the number of pending deposit requests that clients can submit. This allows brokers to manage and control the number of pending deposit requests from clients at any given time. Furthermore, brokers can empower clients to cancel their own online payment/deposit requests if they change their mind before processing. Brokers can also limit which payment statuses are eligible for cancellation.

Pending Deposit Requests

To set up the deposit request settings, follow these steps:

1. Click on the "Edit" icon.
2. Choose one of the available options:

   • Unlimited - This option allows clients to submit an unlimited number of pending deposit requests. It is selected by default.

   • Customize - This option allows you to set a maximum limit for pending deposit requests. Enter the desired maximum number.

3. Click on the "Save" icon to save the changes.

Application

1. When the deposit request setting is set as unlimited, clients have the freedom to submit as many pending deposit requests as they want without any restrictions.

2. On the other hand, if a maximum number of pending deposit requests is set, clients will be limited in the number of pending requests they can have at a time.

   • If a client attempts to submit another deposit request when they have already reached the maximum limit, an error message will be displayed.

   • This message informs the client that they have already reached the maximum number of pending deposit requests and they will need to wait for the broker to approve their existing requests before they can submit another one.

Cancellation of Requests

To setup the cancellation of requests, follow these steps:

1. Under "Deposit Request Settings", click the "Edit" icon.
2. "The payment platform is "Other"." will be manually selected by default and cannot be unselected, as this function is specifically for online payment methods only.

3. Select the following options:

   • The online payment status is "Pending" - allows clients to cancel online payment methods that are currently pending.

   • The online payment status is "Failed" - allows clients to cancel online payment methods that have failed.

4. Click the "Save" icon.

Application

Your client will be able to cancel the respective deposit requests.

To edit a payment method, please follow these steps:

1. Locate the payment method you wish to edit and click on the "Edit" icon.
2. Make the necessary changes to the payment method details, such as the name, currencies accepted, deposit settings, description, or deposit fields.

3. Once you have made the desired changes, click on the "Save" button to save the updated payment method settings.

In the payment method settings, brokers can manage the available deposit methods for their clients. This includes the ability to create new payment methods, edit existing ones, disable specific methods, or delete payment methods that are no longer required. This flexibility allows brokers to customize the available payment options to align with their business requirements and provide a seamless deposit experience for their clients.

To enable or disable a payment method, please follow these steps:

1. Locate the payment method you wish to enable or disable in the payment method settings.

2. Click on the "Enable" or "Disable" icon next to the payment method.

You can sort the payment methods in your preferred order. This allows you to prioritize or highlight certain payment methods for your clients, making it easier for them to navigate and select their preferred options during the deposit process.

To sort the payment methods, follow these steps:

1. Click and hold the payment method you want to move.

2. Drag the payment method to its desired location in the list.

3. Release the mouse button to drop the payment method in the new position.

To delete a payment method, please follow these steps:

1. Locate the payment method you wish to delete in the payment method settings.

2. Click on the "Delete" icon next to the payment method.
4. Click "Confirm" to proceed with the deletion of the payment method.

Setting Up Payment Method

To create a new payment method, please follow these steps:

Application

When clients deposit funds, they will have visibility of the available deposit methods along with the corresponding accepted currencies, fees, and deposit amount ranges. Clients can review this information and choose their preferred deposit method based on their preferences and requirements. Once they have selected a deposit method, they can proceed with depositing funds using that chosen method.

In the Withdrawal Settings menu, brokers can configure the following:

Withdrawal Account Settings

In the withdrawal account settings tab, brokers can choose whether to allow clients to withdraw funds from their CRM wallets or trading accounts. This decision depends on the broker's preferences and business requirements.

A. Setting Up Withdrawal Account Settings

To setup withdrawal account settings, follow these steps:

2. Enable or disable accordingly.

B. Application

Request Quantity Settings

In the request quantity settings, brokers can set the maximum limit for the number of pending withdrawal requests that clients can submit. This allows brokers to manage and control the number of pending withdrawal requests from clients at any given time.

A. Setting Up Request Quantity Settings

To set up the request quantity settings, follow these steps:

2. Choose one of the available options:

   • Unlimited - This option allows clients to submit an unlimited number of pending withdrawal requests. It is selected by default.

   • Customize - This option allows you to set a maximum limit for pending withdrawal requests. Enter the desired maximum number.

B. Application

1. When the request quantity settings are set as unlimited, clients have the freedom to submit as many pending withdrawal requests as they want without any restrictions.

2. On the other hand, if a maximum number of pending withdrawal requests is set, clients will be limited in the number of pending requests they can have at a time.

   • If a client attempts to submit another withdrawal request when they have already reached the maximum limit, an error message will be displayed.

   • This message informs the client that they have already reached the maximum number of pending withdrawal requests and they will need to wait for the broker to approve their existing requests before they can submit another one.

Daily Withdrawal Settings

In the daily withdrawal settings, you have the ability to define a specific timeframe during which clients are allowed to submit withdrawal requests. This timeframe restricts the submission of withdrawal requests to the specified period within a day.

This helps ensure that withdrawal requests are submitted during hours when the broker's team is available to process them.

A. Setting Up Daily Withdrawal Settings

To configure the daily withdrawal settings, please follow these steps:

1. Click on the "Edit" icon in the daily withdrawal settings section.
2. Select the desired time zone from the available options.

3. Set the start time and end time for the daily withdrawal timeframe.

4. Click "Save" to apply the changes.

B. Application

1. When clients initiate the withdrawal process, they will be presented with the withdrawal timeframe information. This allows them to be aware of the specific hours during which they can submit their withdrawal requests.

Withdrawal Currency Settings

In the Withdrawal Currency Settings tab, you have the flexibility to create multiple currencies in which clients can withdraw funds from. This feature allows you to cater to a diverse range of clients who may prefer different currencies for their withdrawals.

A. Create Withdrawal Currency

To create a new withdrawal currency, follow these steps:

1. Click on the "Create" button in the withdrawal currency settings tab.
2. Fill in the required information for the currency you wish to add:

   • Currency Name: Enter the name of the currency (e.g., United States Dollar, Euro, British Pound).

   • Currency Code: Enter the code of the currency (e.g., USD, EUR, GBP).

   • Decimals: Specify the number of decimal places for the currency (e.g., 2 for two decimal places).

B. Delete Withdrawal Currency

To delete a withdrawal currency, please follow these steps:

1. Locate the withdrawal currency that you want to delete in the withdrawal currency settings tab.

2. Click on the delete icon associated with the currency.

In the settings for payment gateway icons, brokers have the option to create icons for different payment methods. The introduction of new visual elements enhances clarity and user experience, allowing clients to quickly identify their preferred deposit methods at a glance.

1. Default icons have been pre-set for the following payment methods:

   • ChillPay

   • Match2pay

   • Basic Icon

   • Bank Transfer

   • PayPal

2. Please note that these default icons are fixed and cannot be edited or deleted.

1. Adding Payment Gateway Icons

To add a payment gateway icon, please follow these steps:

2. Editing Payment Gateway Icons

1. Default payment gateway icons cannot be edited.

2. You can only edit icons that you have created. To do so, follow these steps:

3. Deleting Payment Gateway Icons

1. You cannot delete default payment gateway icons.

2. Additionally, icons currently in use by payment methods cannot be deleted. To delete an icon, follow these steps:

To edit a withdrawal method, please follow these steps:

1. Locate the withdrawal method you wish to edit and click on the "Edit" icon.
2. Make the necessary changes to the withdrawal method details, such as the name, currencies accepted, withdrawal settings or withdrawal fields.

In the withdrawal method settings, you can create and configure withdrawal methods for your clients. These settings allow you to specify the currencies accepted, withdrawal fees, minimum and maximum withdrawal amounts, and customize the withdrawal form according to your requirements.

By setting up withdrawal methods and customizing the withdrawal form, you can streamline the withdrawal process for your clients and ensure that the necessary information is captured accurately.

In the Exchange Rates settings, you have the option to set the exchange rates for the currencies accepted. You also have the flexibility to set different exchange rates for the currencies accepted based on different Client Groups.

By assigning specific exchange rates for each Client Group, you can customize the currency conversion rates according to their specific needs or business requirements. This feature allows you to cater to different client segments or regions that may have varying exchange rate preferences or pricing structures.

To set the exchange rate for your currencies, follow these steps:

Application

1. If a client attempts to deposit funds in a currency for which the exchange rate has not been configured, the CRM system will display an error message to inform the client about the missing exchange rate. The error message will prompt the client to contact you, indicating that they need assistance in setting up the exchange rate for the respective currency.
2. If the exchange rate is configured in the CRM system and you have chosen to allow the display of exchange rates to clients, they will indeed be able to see the conversion rate when depositing funds.
3. If you choose not to display the exchange rate to clients, clients will not see the exchange rate when depositing funds.

To enable or disable a withdrawal method, please follow these steps:

1. Locate the withdrawal method you wish to enable or disable in the withdrawal method settings.

2. Click on the "Enable" or "Disable" icon next to the withdrawal method.

To delete a withdrawal method, please follow these steps:

1. Locate the withdrawal method you wish to delete in the withdrawal method settings.

2. Click on the "Delete" icon next to the withdrawal method.
4. Click "Confirm" to proceed with the deletion of the withdrawal method.

Setting Up Withdrawal Method

To create a new withdrawal method, follow these steps:

Application

When clients withdraw funds, they will have visibility of the available withdrawal methods along with the corresponding accepted currencies, fees, and withdrawal amount ranges. Clients can review this information and choose their preferred withdrawal method based on their preferences and requirements.

To enable Match2Pay withdrawal for your clients, follow these steps:

You can sort the withdrawal methods in your preferred order. This allows you to prioritize or highlight certain withdrawal methods for your clients, making it easier for them to navigate and select their preferred options during the withdrawal process.

To sort the withdrawal methods, follow these steps:

1. Click and hold the withdrawal method you want to move.

2. Drag the withdrawal method to its desired location in the list.

3. Release the mouse button to drop the withdrawal method in the new position.

In the PSP (Payment Service Provider) settings, you have the option to set up PSPs as payment options within your CRM system. However, it's important to note that integration with the CRM is required for each PSP before it can be added as a payment option.

To integrate a PSP with your CRM, you will need access to the PSP's open API documentation. This documentation provides the necessary technical details and instructions for connecting the PSP with your CRM system. To obtain the PSP's open API documentation and initiate the integration process, please reach out to your dedicated account manager.

Overview of PSP Setup on CRM:

1. Integrate PSP with CRM

2. Create PSP Platform via PSP Settings tab

3. Create Payment Method via Deposit Settings tab

In the Exchange Rates settings, you have the option to set the exchange rates for the currencies accepted. You also have the flexibility to set different exchange rates for the currencies accepted based on different Client Groups.

By assigning specific exchange rates for each Client Group, you can customize the currency conversion rates according to their specific needs or business requirements. This feature allows you to cater to different client segments or regions that may have varying exchange rate preferences or pricing structures.

To set the exchange rate for your currencies, please refer to this section: Exchange Rates

Application

1. If a client attempts to withdraw funds in a currency for which the exchange rate has not been configured, the CRM system will display an error message to inform the client about the missing exchange rate. The error message will prompt the client to contact you, indicating that they need assistance in setting up the exchange rate for the respective currency.
2. If the exchange rate is configured in the CRM system and you have chosen to allow the display of exchange rates to clients, they will indeed be able to see the conversion rate when withdrawing funds.
3. If you choose not to display the exchange rate to clients, clients will not see the exchange rate when withdrawing funds.

To guarantee a secure Match2Pay withdrawal process, we have implemented security checks to verify withdrawal requests before processing. These security measures include:

A) Two Levels of Approval

• Each withdrawal request will go through mandatory two levels of approval.

• This additional layer of verification helps ensure that only authorized and legitimate requests are processed, reducing the risk of unauthorized withdrawals.

• This is a mandatory step before you can setup Match2Pay as a withdrawal method for your clients.

B) 2FA Setup

• You can enable mandatory 2FA for your clients, requiring them to input a 2FA code before processing any operations.

• This is an optional step, but it is highly recommended to enhance fund security.

• For further information on how to utilize this function, please refer to this link: Two-Factor Authentication Setting

Without completing the security checklist, you will not be able to enable Match2Pay as a withdrawal method. A popup notice will appear to inform you to complete the security checklist.

To secure your Match2Pay withdrawal process, follow these steps:

Client Withdrawal via Match2Pay

To submit a withdrawal request via Match2Pay, your client will need to follow these steps:

Reviewing Client's Match2Pay Withdrawal Request

To review client's withdrawal request via Match2Pay, follow these steps:

Brokers can integrate their preferred exchange rate source directly into the CRM and have greater control and accuracy over their currency conversion rates.

Permission Rights

To begin setting up the exchange rate source, you will need to ensure you have the respective permissions:

• Read External Exchange Rates: View external exchange rate settings.

• Create External Exchange Rates: Create new external exchange rate settings.

• Update External Exchange Rates: Update existing external exchange rate settings.

• Delete External Exchange Rates: Delete existing external exchange rate settings.

External Exchange Rate Operations

Once the respective permissions have been granted, you will be able to perform the following functions:

External Exchange Rates API Documentation

You will be able to view the full API documentation for External Exchange Rates by clicking onto "LEARN MORE".

Assigning External Exchange Rate to Payment Method

To assign your external exchange rate to a payment method, follow these steps:

In the Transfer Settings tab, brokers have the option to control whether the source or target account of a transfer can be the CRM wallet. If brokers choose to disallow funds from being transferred to or from the CRM wallet, they can easily disable this feature within the transfer settings. This provides brokers with greater control and flexibility in managing fund transfers and aligning them with their specific business requirements and preferences.

Here, brokers can configure the following:

4. Exchange Rates

Transfer Settings

A. Setting Up Transfer Settings

To enable or disable transfers to or from the CRM wallet, follow these steps:

1. Click on the "Edit" icon.
2. Select or de-select the following options:

   • The source account can be wallet

   • The target account can be wallet

3. By selecting either or both of these options, you are indicating whether transfers to or from the CRM wallet are allowed.

4. Once you have made your selection(s), click on the save icon to save your changes.

B. Application

1. If you enable transfers to or from the CRM wallet in the Transfer Settings, it means that clients will have the option to select the CRM wallet as the source or target account when making transfers.
2. On the other hand, if you disable transfers to or from the CRM wallet, clients will only be able to see their trading accounts as options when making transfers. The CRM wallet will not be available as a selectable account for transfers.

Transfer to Others

In the Transfer to Others settings, brokers can choose to allow or disallow clients from transferring funds to third parties. This setting gives brokers control over whether clients can initiate transfers to external accounts or limit transfers to only internal accounts.

A. Setting Up Transfer to Others Settings

To allow or disallow clients from transferring funds to third parties, you can easily toggle the "Enable/Disable" button according to your preference.

B. Application

1. If you enable third-party transactions for clients, they will have the option to choose between transferring funds to their own accounts or to other parties when making transfers.
2. However, if you disable this option, clients will not see the selection for transferring to others and will only be able to transfer funds to their own accounts.

Transfer Amount Limit

In the transfer amount limit settings, you have the flexibility to set the minimum and maximum transfer amounts for different currencies. You can customize the transfer amount limits separately for transfers to the client's own account and transfers to third parties.

By default, the currencies that you offer will be displayed, and you can adjust the limits accordingly for each currency. The available currencies will depend on the account base currencies that you have made available on your trading platform for your clients.

A. Setting Up Transfer Amount Limit

To set up transfer amount limits, follow these steps:

1. Click on the "Edit" icon.
2. Set the minimum and maximum amounts for each currency. You can configure these limits separately for transfers to the client's own account and transfers to third parties. If you have disabled the transfer to others functionality, you only need to set the transfer amount limit for transfers to the client's own account.
3. Click "Save" to save the changes.

B. Application

1. If a client attempts to transfer an amount that is below the specified minimum amount, an error message will be displayed, notifying the client that the transfer must be for an amount greater than the minimum limit.
2. Similarly, if a client tries to transfer an amount that exceeds the specified maximum amount, an error message will be shown, informing the client to transfer an amount that is within the maximum limit.

Exchange Rates

In the Exchange Rates settings, you have the option to set the exchange rates for the currencies accepted. You also have the flexibility to set different exchange rates for the currencies accepted based on different Client Groups.

By assigning specific exchange rates for each Client Group, you can customize the currency conversion rates according to their specific needs or business requirements. This feature allows you to cater to different client segments or regions that may have varying exchange rate preferences or pricing structures.

A. Application

1. If a client attempts to transfer funds in a currency for which the exchange rate has not been configured, the CRM system will display an error message to inform the client about the missing exchange rate. The error message will prompt the client to contact you, indicating that they need assistance in setting up the exchange rate for the respective currency.
2. If the exchange rate is configured in the CRM system and you have chosen to allow the display of exchange rates to clients, they will indeed be able to see the conversion rate when withdrawing funds.
3. If you choose not to display the exchange rate to clients, clients will not see the exchange rate when withdrawing funds.

To edit PSP settings, follow these steps:

1. Locate the PSP platform that you want to edit and click the "Edit" icon.
2. Make necessary amendments.

3. Click on the "Save" button to save the updated PSP settings. Your changes will be applied, and the PSP settings will be updated accordingly.

Once the PSP (Payment Service Provider) has been successfully integrated with the CRM, you can proceed to set it up as a payment platform by following these steps:

PayPal is a leading online payment services provider that offers secure and convenient payment solutions for businesses and individuals worldwide. With its easy-to-use platform, PayPal enables users to send and receive payments, make online purchases, and transfer funds seamlessly. PayPal provides several key benefits, including:

1. Security: PayPal prioritizes the security of transactions by utilizing advanced encryption technologies and fraud protection measures, ensuring that sensitive financial information is safeguarded.

2. Convenience: With PayPal, users can make payments without the need to share their financial details with merchants. It offers a streamlined checkout process, reducing the hassle of entering payment information repeatedly.

3. Global Acceptance: PayPal is widely accepted by online merchants and service providers around the world. It supports transactions in multiple currencies, making it convenient for businesses and individuals operating internationally.

4. Buyer and Seller Protection: PayPal offers buyer and seller protection programs that help mitigate risks and disputes, providing added peace of mind for both parties involved in a transaction.

5. Mobile Payments: PayPal's mobile app allows users to make payments and manage their accounts on the go, providing flexibility and convenience for mobile users.

Given the numerous advantages and popularity of PayPal, it has been fully integrated into the CRM system. This integration eliminates the need for brokers to handle the technical aspects of integrating PayPal themselves. By simply creating a PayPal account and configuring the CRM settings, brokers can immediately offer PayPal as a payment method to their clients, saving them time and enabling them to take advantage of PayPal's benefits seamlessly.

To can sort the PSP platforms to your desired order, follow these steps:

1. Click and hold the PSP platforms you want to move.

2. Drag the PSP platform to its desired location in the list.

3. Release the mouse button to drop the PSP platform in the new position.

Paypal Account Registration

To register a PayPal account, visit https://www.paypal.com/bizsignup/. You can follow the guide here to complete your PayPal account regsitration.

Obtaining Client ID & Secret Key

To integrate your PayPal account with the CRM, you will need to obtain the Client ID and Secret Key. You can do so by following these steps:

1. Log into Dashboard via https://developer.paypal.com/home/
2. Click “My Apps & Credentials”

3. Fill in your App Name and Select “Create App”.
4. Upon creation of your App, you will be able to see your Client ID and Secret.

Marketplace Installation

To start offering PayPal as a new deposit method to your clients, you can conveniently install it from the CRM marketplace. This function is available free of charge.

Permission Settings

Once the installation of PayPal is completed, it's important to grant the appropriate permissions to your team members to ensure they can effectively set up and manage PayPal within the CRM. Here are the specific permissions related to PayPal settings:

1. Read PayPal Settings: This permission allows users to view the existing PayPal settings.

2. Add PayPal Settings: With this permission, users can add new PayPal settings to the CRM.

3. Update PayPal Settings: This permission enables users to modify and update the existing PayPal settings.

4. Delete PayPal Settings: Users with this permission can delete PayPal settings from the CRM if necessary.

   Once permissions are granted, you will be able to view PayPal Settings.

To delete PSP settings, follow these steps:

1. Locate the PSP that you want to delete and click the "Delete" icon.
2. A popup notice will appear to confirm the deletion. Review the notice to ensure that you are deleting the correct PSP setting.

To view the details of a specific PayPal setting in your CRM, follow these steps:

1. Locate the PayPal setting you want to view in the list.

2. Click on the "View" icon.
3. The details of the selected PayPal setting will be displayed, including the name, Client ID, Secret, and the currencies supported by that PayPal account.

To delete PayPal settings from your CRM, please follow these steps:

1. Find the PayPal setting you want to delete in the list.

2. Click on the "Delete" icon.
3. A popup notice will appear asking for confirmation to proceed with the deletion.

To create PayPal settings on the CRM, follow these steps:

To edit the PayPal settings in your CRM, follow these steps:

1. Find the PayPal setting you wish to edit in the list.

2. Click on the "Edit" icon.
3. Make the necessary changes to the fields you want to modify, such as the name, Client ID, Secret, or supported currencies.

4. After making the amendments, click on the "Save" button to save the updated PayPal settings.

To view the details of a specific ChillPay setting in your CRM, follow these steps:

1. Locate the ChillPay setting you want to view in the list.

2. Click on the "View" icon.

3. The details of the selected ChillPay setting will be displayed.

ChillPay Account Registration

To register a PayPal account, follow the steps below:

Obtaining Merchant Code, API Key & MD5 Key

To integrate your ChillPay account with the CRM, you will need to obtain the Merchant Code, API Key and MD5 Key. You can do so by following these steps:

2. Click "Production" and key in your company details.
3. Obtain your Merchant Code, API Key and MD5 Key from Settings > API.
4. Obtain your Route Number and Payment Name via Settings > Payment Channel.

Marketplace Installation

To start offering ChillPay as a new deposit method to your clients, you can conveniently install it from the CRM marketplace. This function is available free of charge.

Permission Settings

Once the installation of ChillPay is completed, it's important to grant the appropriate permissions to your team members to ensure they can effectively set up and manage ChillPay within the CRM. Here are the specific permissions related to ChillPay settings:

1. Read ChillPay Settings: This permission allows users to view the existing ChillPay settings.

2. Add ChillPay Settings: With this permission, users can add new ChillPay settings to the CRM.

3. Update ChillPay Settings: This permission enables users to modify and update the existing ChillPay settings.

4. Delete ChillPay Settings: Users with this permission can delete ChillPay settings from the CRM if necessary.

   Once permissions are granted, you will be able to view ChillPay Settings.

Key Points of ChillPay:

1. Secure Payment Processing: ChillPay prioritizes the security of transactions, implementing robust measures to protect sensitive customer information. This gives peace of mind to both brokers and their clients, ensuring safe and reliable payment processing.

2. Wide Range of Payment Options: ChillPay supports a variety of payment options, including credit cards, bank transfers, and e-wallets. This versatility allows clients to choose their preferred payment method, enhancing the convenience and flexibility of transactions.

3. User-Friendly Interface: ChillPay offers a user-friendly interface that simplifies the payment process for both brokers and clients. The intuitive design and streamlined checkout experience make it easy for clients to complete their payments, resulting in higher conversion rates.

By integrating ChillPay into the CRM, brokers can leverage its advantages and start using ChillPay as a payment method for their clients without the hassle of integrating it themselves. This seamless integration saves time and allows brokers to focus on their core business while providing a reliable and convenient payment solution to their clients.

To create ChillPay settings on the CRM, follow these steps:

To edit the ChillPay settings in your CRM, follow these steps:

1. Find the ChillPay setting you wish to edit in the list.

2. Click on the "Edit" icon.

3. Make the necessary changes to the fields you want to modify.

4. After making the amendments, click on the "Save" button to save the updated ChillPay settings.

Match2Pay is an innovative online payment solution engineered to optimize transactions for both businesses and individuals. Its user-friendly interface streamlines secure and seamless payment processes, positioning it as the prime choice for contemporary financial transactions. Match2Pay introduces an array of features and advantages that elevate the payment experience:

1. Payments Automation: Match2Pay empowers fully automated collection and exchange of cryptocurrencies, with direct deposits into clients' accounts. This automation simplifies and accelerates transaction processing.

2. Instant Crypto to FIAT Conversion: Crypto deposits can be swiftly converted into other currencies, like USD or stablecoins, prior to being credited to Clients' accounts. This instant conversion enhances flexibility and accessibility.

3. Crypto Purchases with Ease: Through seamless integration with reputable and cost-effective crypto exchangers, Match2Pay enables crypto acquisitions via wire transfers and credit cards. This functionality enhances convenience and expands transaction options.

By seamlessly integrating Match2Pay into the CRM, brokers can harness its cryptocurrency advantage to expand their service offerings, cater to the growing demand for digital asset transactions, and provide clients with a comprehensive and efficient platform for managing both traditional and cryptocurrency-based financial activities.

To delete PayPal settings from your CRM, please follow these steps:

1. Find the PayPal setting you want to delete in the list.

2. Click on the "Delete" icon.

3. A popup notice will appear asking for confirmation to proceed with the deletion.

4. Click on the "Confirm" button to proceed with the deletion.

To begin using Match2Pay, follow these steps:

To delete Match2Pay settings, follow these steps:

1. Locate the Match2Pay settings you want to delete.

2. Click on the "Delete" icon.
3. A confirmation popup notice will appear.

5. Please note that if the Match2Pay setting is being used by an existing deposit method, you will not be able to delete the Match2Pay settings.

To register an account with Match2Pay, please follow these steps:

2. Click on the "Apply Now" button.
3. Fill out the registration form with the required details.

4. Once you have completed the form, click "Send" to submit your registration.
5. Match2Pay will then directly contact you to proceed with the account registration process.

To view Match2Pay settings, follow these steps:

1. Locate the specific Match2Pay setting you wish to view.

2. Click on the "View" icon.
3. You will be able to see all the configured settings.

To establish the connection between Match2Pay and your CRM, follow these steps:

To edit Match2Pay settings, follow these steps:

1. Locate the Match2Pay settings you want to edit.

2. Click on the "Edit" icon.
3. Make the necessary amendments.

4. Click on "Save" to save the updated settings.

Stripe is a leading online payment processing platform trusted by millions of businesses worldwide for its seamless integration, user-friendly interface, and comprehensive suite of features. Founded in 2010, Stripe offers a variety of payment options, including credit cards, debit cards, and digital wallets, making it easy for businesses to accept payments online.

1. Trusted Payment Provider: Trusted by millions of businesses, from startups to Fortune 500 companies, Stripe is a globally recognized payment solution. By integrating Stripe, you can confidently provide your clients with a trusted and credible payment channel, ensuring the security of funds and peace of mind for all parties involved.

2. Extensive Payment Options: Enable your trader's unprecedented convenience with Stripe's extensive array of over 100 payment methods, catering to diverse client preferences. Operating in over 40 countries and supporting hundreds of currencies, Stripe ensures accessibility and seamless transactions worldwide.

3. Enhanced Payment Management: Experience real-time updates on payment statuses, empowering you to efficiently review and manage payments, ensuring prop challenge participants are able to purchase related services timely.

By integrating Stripe into the CRM system, proprietary trading firms can leverage its benefits to diversify their service portfolio, accommodate various client demographics, and furnish clients with a robust and streamlined platform for handling payments related to their prop packages.

Register for Stripe Account

To register for a Stripe account, follow these steps:

Retrieving Required Parameters from Stripe

Once you have created your Stripe account, follow these steps to retrieve the required parameters: