To edit a field, follow these steps:

1. Locate the field that you want to modify and click "Edit".
2. Make the necessary changes to the field, such as updating its details or modifying its settings.

3. Once you have made the desired modifications, click on the "Save" button to save the changes and update the field accordingly.

To delete a field, follow these steps:

1. Locate the field you wish to delete and click the "Delete" icon.
2. A popup notice will appear, confirming the deletion action.

3. To proceed with the deletion, click on the "Confirm" button. The field will then be permanently deleted from the registration form.

In the Registration Form settings page, there are certain field types that require clients to select a country, such as "Country" and "Nationality". You have the flexibility to enable or disable specific country options based on your business requirements. For instance, you can disable countries that are subject to sanctions or with which you are not allowed to engage. Additionally, you can set a default country that will be pre-selected for clients.

To configure the country option list for the Registration Form fields, follow these steps:

1. Click on the "Country" icon.
2. Select your desired default country that will be pre-selected for clients.
3. Enable or disable specific countries by clicking the corresponding icon on the right-hand side.
4. You have the option to bulk change the status of countries in the country option list. This allows you to enable or disable multiple countries at once. Simply select the countries you want to modify, and then choose whether to enable or disable them.

You have the option to customize the registration form fields for both traders and IBs. To switch between the two forms, you can easily click on the respective tabs provided.

For Trader Registration Form, the default fields are:

1. Name - cannot be amended, disabled or deleted.

2. Nationality - can be amended and disabled, but not deleted.

3. Phone - can be amended and disabled, but not deleted.

4. Email - cannot be amended, disabled or deleted.

5. Password - cannot be amended, disabled or deleted.

6. Referrals - can be amended and disabled, but not deleted.

For IB Registration Form, the default fields are categorized into 2 sections:

1. Personal Information

   • Name - cannot be amended, disabled or deleted.

   • Nationality - can be amended and disabled, but not deleted.

   • Phone - can be amended and disabled, but not deleted.

   • Email - cannot be amended, disabled or deleted.

   • Password - cannot be amended, disabled or deleted.

   • Referrals - can be amended and disabled, but not deleted.

2. Agency Qualification

   • Company - can only be disabled.

   • Total Number of Current Customers - can only be disabled.

   • Number of New Customers Opened Per Month - can only be disabled.

   • Current Total Funds - can only be disabled.

   • Years of Employment - can only be disabled.

To sort the fields of the Registration form, follow these steps:

1. Click and hold the field that you want to rearrange.

2. Drag the field to the desired location within the form.

3. Release the mouse button to let go of the field.

To disable a field, follow these steps:

1. Locate the specific field that you wish to disable within the registration form.

2. Click on the "Disable" icon associated with that field.
3. Once clicked, the field will be disabled and no longer visible or accessible on the registration form.

4. If you want to re-enable the field, simply click on the "Disable" icon again, and the field will be enabled once more, becoming visible and accessible on the form.

In the IB registration form, you can create sections to organize and clarify the form for better usability.

Creating Form Sections

To create a form section, follow these steps:

Editing Form Sections

To edit a form section, follow these steps:

Deleting Form Sections

To delete a form section, follow these steps:

Sorting Form Sections

To sort form sections, follow these steps:

Creating Fields for Form Section

To add fields to a form section, follow these steps:

1. Navigate to the desired form section where you want to include the new fields.
2. Click on "New Field" to begin the process of adding a field.

Application

Once you have configured the registration form section and its respective fields, clients will have the convenience of viewing the form in segmented sections. This ensures that the form is presented to them in an organized and easily navigable manner, allowing them to provide the required information efficiently and effectively.

To add a new field, follow these steps:

1. Click on the "New Field" button.
2. Choose the desired Field Type from the available options.

3. Provide the necessary details for the new field.

4. If the field should be mandatory for users to complete, select the "Required" option.

5. Finally, click on the "Save" button to save the new field and incorporate it into the registration form.