If you’ve forgotten your password, you can reset it easily through the login page.

The dashboard also displays the top five most profitable traders (on the left) and the top five least profitable traders (on the right).

All profit figures are standardized in USD. If a trader’s account uses a different base currency, their profits will be automatically converted into USD for consistency.

1. This feature is available exclusively for MT4 and MT5 brokers.

2. To ensure optimal performance, please configure the necessary settings within your MT4 and MT5 Administrator platforms:

   1. MT5 Configuration
   2. MT4 Configuration

To start using Trading Risk Alerts, you’ll first need to install the module from the CRM Marketplace. Follow these steps:

1. Permission Settings

You will need to set up the appropriate permissions before accessing the Risk Management Dashboard. Please refer to this section for more details:

Once the necessary permissions are granted, the Risk Management Dashboard will appear on the top navigation bar for eligible users.

For Account Profit Alerts, you will have the ability to edit, disable or delete your alerts.

For Symbol Profit Alerts, you can edit or disable your alerts.

Access a daily symbol report that provides insights into the P&L and volume for each symbol. Pinpoint symbols that demand closer attention, allowing you to refine your risk management strategy and stay proactive.

The data in this report is refreshed daily, providing you with accurate, real-time insights for better decision-making.

To view the report, simply click on "Symbol Report" in the side menu.

The Symbol Report will display the following data:

1. Symbol – Displays the symbols that have triggered the alerts.

2. Current P/L – Displays the closed P/L for the symbol. Data is retrieved according to the interval set for symbol alerts.

3. Current Volume – Displays the total lot size of all closed trades for the symbol. Data is retrieved according to the interval set for symbol alerts.

4. Current P/L Percentage – This is calculated using the formula: P/L Percentage = (Current P/L / Current Volume) * 100. Data is retrieved according to the interval set for symbol alerts.

5. Lowest Value – Records the lowest P/L value for the symbol within the day.

6. Highest Value – Records the highest P/L value for the symbol within the day.

7. Past 30 Mins P/L – Displays the total closed P/L of orders for the past 30 minutes.

8. Past 30 Mins Volume – Displays the total lot size of all closed orders in the past 30 minutes.

9. Past 30 Mins P/L Percentage – Calculated using the formula: (Past 30 Mins P/L / Past 30 Mins Volume) * 100.

You can select the trading platform for which you wish to view the symbol report by using the dropdown menu.

Additionally, you can search for specific symbols by entering the symbol name in the search bar.

You can configure two types of Trading Risk Alerts:

1. Account Profit Alert: Receive instant notifications when a client’s trading profit or loss crosses predefined thresholds. This helps you respond quickly to mitigate risks and protect your business.

2. Symbol Profit Alert: Monitor profit and loss for specific groups of trading symbols. Get alerts when thresholds are met, giving you valuable insights into market movements and helping you manage risks proactively.

1. Account Profit Alert

To configure Account Profit Alert, follow these steps:

2. Symbol Profit Alert

To configure Symbol Profit Alert, follow these steps:

This tab displays detailed information about the lead, including their status, personal details, and source information. It allows you to review and update key lead data to keep your records accurate and up to date.

1. What You’ll See

You'll be able to see the following:

To view a lead's details, follow these steps:

You can create new leads through two methods:

• Create a Single Lead

• Batch Create Multiple Leads

1. Create a Single Lead

2. Batch Create Mutiple Leads

To batch create multiple leads, follow these steps:

The Admin Activities panel displays all actions and communications related to a specific lead. These activities are organized into tabs for easy navigation and management.

Tabs include:

• Activities – Overview of all actions (notes, emails, calls, tasks).

• Notes – Add, edit, and delete notes.

• – View email history and send emails.

• – Track call records and initiate calls.

• – Create, edit, and manage tasks.

• – Track all updates and responsible users.

The Activities tab provides a centralized view of all actions related to the lead — including notes, emails, calls, and tasks — helping you track interactions and manage follow-ups efficiently.

1. View Activities

The Lead Overview Panel is located on the left side of the lead details page and provides quick access to essential information and actions.

1. What You’ll See

You'll be able to see the following:

• Lead Name – Displayed at the top.

• Owner – The salesperson assigned to the lead (can be updated).

• Participants – Users involved in managing the lead (can be updated).

• Lead Status – Indicates the current lead status (can be updated).

• Custom Tags – Tags for categorizing and adding additional context. For more details, please refer to:

2. Editing Data

You can update key fields as needed by following these steps:

1. Locate the data you want to edit.

2. Hover your mouse over the data, then click the "Edit" icon.

3. Click the dropdown menu and select accordingly. For Participants, you can select more than one option.

3. Shortcuts

The panel includes shortcuts to help you manage the lead quickly:

• Create Note – Add important notes.

• Send Email – Email the lead directly.

• Add Task – Assign a follow-up task.

For more details on these actions, please refer to:

4. Delete Lead

To delete the lead, follow these steps:

The Notes tab allows you to document important information and interactions related to a lead. You can easily view, create, edit, and delete notes to keep track of your communications and follow-up actions. This helps ensure a clear and organized record of all client-related activities.

1. View Notes

2. Create Notes

To create a new note:

1. Click "Create Note".

2. Alternatively, use the shortcut icon on the lead overview panel.
3. Tag the note by selecting the "Email" or "Call" icons to indicate the communication channel used. Tip: Tagging notes helps you quickly identify the communication channel for efficient follow-up. Enter your note content in the text box.

3. Edit Notes

Only the creator of the note or the CRM owner can edit notes.

To edit a note:

1. Locate the note you want to edit.

2. Click the "..." button and select "Edit".
3. Make the necessary changes.

Note: If you are not the creator of the note or the CRM owner, the “...” button will not be visible, and you will be unable to edit the note.

4. Delete Notes

• By default, only the creator can delete their notes.

• With permission, other users may also delete notes.

• To delete, click the "Delete" icon on the note, then confirm.

By default, only the creator of the note or the CRM owner can delete notes.

If you want other users to be able to delete notes created by others, assign them the “Delete Notes” permission. For more details, refer to:

To delete a note:

1. Locate the note you want to delete.

2. Click the “...” button and select "Delete".
3. A confirmation pop-up will appear. Click "Confirm" to proceed.

The Emails tab displays all email communications related to the lead. It allows you to view email records and, if you have the necessary permissions, send new emails directly from here. This centralized view helps you track email interactions and maintain efficient communication with your leads.

1. View Emails

2. Sending Emails

To send emails, you must have the Emails permission enabled. Without it, you can only view email records. For more details, refer to this section:

To send emails:

1. Click "Send Email" under the Emails tab.

2. Alternatively, use the shortcut icon on the lead overview panel.
3. Fill in the following fields:

The Tasks tab helps you manage your follow-up actions with leads by tracking all pending and completed tasks. Tasks are organized to give you a clear overview of what needs attention and what has been completed, ensuring nothing falls through the cracks.

1. View Tasks

2. Create Tasks

To create a task, you must have the "Add Tasks" permission. If this permission is not enabled, you will only be able to view tasks. For more details, refer to this section:

To create a new task:

1. Click "Create Task".

2. Alternatively, use the shortcut icon on the lead overview panel.
3. Fill in the required fields. For more details, refer to this section:

3. Edit Tasks

Only the following can edit tasks:

• Task Creator

• Assigned Party

• CRM Owner

To edit:

1. Locate the task you want to edit.

2. Click the "..." button and select "Edit".
3. Make the necessary changes.

4. Delete Tasks

Only the following can delete tasks:

• Task Creator

• Assigned Party

• CRM Owner

To delete:

1. Locate the task to delete.

2. Click the "..." icon and select "Delete".
3. A pop-up will appear for confirmation.

5. Complete Tasks

To complete a task:

1. Locate the task under "To Do List".

2. Click the "Tick" icon to mark it as completed.
3. Once marked, the task will move from the To Do List to the Completed section (categorized by the month of completion) and will appear with a strikethrough for easy identification.

The Calls tab provides a complete log of all phone interactions with your lead, including both outgoing and incoming calls. This allows you to review call details and quickly initiate new calls directly from the CRM.

1. View Call Records

2. Calling Leads

To initiate a call with your lead, simply click on the "Call" icon in the Lead Overview Panel. For more information, please refer to this section:

The Info Updates tab provides a log of all actions performed on the lead, helping you monitor and track activities easily. It also indicates who performed each action, ensuring accountability and transparency.

Key points:

• Displays all lead-related updates in chronological order, categorized by month.

• Shows details of the activity, including the type of action, timestamp, and user responsible.

• Useful for auditing and understanding the lead’s activity history.

To delete a lead, follow these steps:

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

1. Creating an Account for Traders

2. Creating an Account for IBs

This section lets you manage and review the referral commission scheme applied to your client.

1. What You'll See

Under the Commissions tab, you’ll find the following details:

• User Tier

• Fixed Commission Rule

• Flexible Commission Rule

2. Edit User Tier

To edit the client’s user tier:

1. Click the "Edit" icon.
2. Select the appropriate "Rank Structure" and "Tier".

   • You can change the "Rank Structure" only if the client is the highest upline.

3. Commission Scheme

You can manage a client’s commission scheme in the following ways:

A. View Fixed Commission Scheme Details

1. If the client has a Fixed Commission Scheme assigned, you can click on the scheme name to view its details.
2. This action will redirect you to the Commission Configuration page, where you can view the payout details for the selected scheme.
3. For more information, please refer to:

B. View Flexible Commission Scheme Details

1. If the client has a Flexible Commission Scheme assigned, click the "Expand" arrow.
2. You will be able to view the configured commission amounts.

C. Add Commission Scheme

You can add a commission scheme to clients who currently have no scheme assigned.

D. Change Commission Scheme

If a client already has a commission scheme assigned:

1. You will see “Change Commission Scheme” instead of “Add Commission Scheme”.
2. Follow the same steps outlined above to update the scheme:

The Admin Activities panel displays all actions and communications related to a specific client. These activities are organized into tabs for easy navigation and management.

Tabs include:

• Activities – Overview of all actions (notes, emails, calls, tasks).

• Notes – Add, edit, and delete notes.

• – View email history and send emails.

• – Track call records and initiate calls.

• – Create, edit, and manage tasks.

• – Track all updates and responsible users.

The Calls tab provides a complete log of all phone interactions with your client, including both outgoing and incoming calls. This allows you to review call details and quickly initiate new calls directly from the CRM.

1. View Call Records

2. Calling Leads

To initiate a call with your lead, simply click on the "Call" icon in the Lead Overview Panel. For more information, please refer to this section:

The Tasks tab helps you manage your follow-up actions with clients by tracking all pending and completed tasks. Tasks are organized to give you a clear overview of what needs attention and what has been completed, ensuring nothing falls through the cracks.

1. View Tasks

2. Create Tasks

To create a task, you must have the "Add Tasks" permission. If this permission is not enabled, you will only be able to view tasks. For more details, refer to this section:

To create a new task:

1. Click "Create Task".

2. Alternatively, use the shortcut icon on the client overview panel.
3. Fill in the required fields. For more details, refer to this section:

3. Edit Tasks

Only the following can edit tasks:

• Task Creator

• Assigned Party

• CRM Owner

To edit:

1. Locate the task you want to edit.

2. Click the "..." button and select "Edit".
3. Make the necessary changes.

4. Delete Tasks

Only the following can delete tasks:

• Task Creator

• Assigned Party

• CRM Owner

To delete:

1. Locate the task to delete.

2. Click the "..." icon and select "Delete".
3. A pop-up will appear for confirmation.

5. Complete Tasks

To complete a task:

1. Locate the task under "To Do List".

2. Click the "Tick" icon to mark it as completed.
3. Once marked, the task will move from the To Do List to the Completed section (categorized by the month of completion) and will appear with a strikethrough for easy identification.

The Client Activities section provides a comprehensive view of all interactions and account actions performed by your clients. It is designed to help you monitor requests, support issues, transactions, and trading activity in one centralised place.

This section contains the following tabs:

• Requests – View all client-submitted requests such as fund movements or account changes.

• Tickets – Monitor support tickets raised by clients.

• – Access a detailed view of client fund movements and rewards.

• – Review the client’s trading activity in real-time.

The Info Updates tab provides a log of all actions performed on the client, helping you monitor and track activities easily. It also indicates who performed each action, ensuring accountability and transparency.

1. View Info Updates

1. This tab displays the client’s trading activity in real-time.

2. This tab will only be visible if you have the required report permissions. For more details, please refer to: Role Management
3. The following trading reports are available via the dropdown menu:

   1. Trading History

   2. Open Positions

   3. Pending Orders
4. You can filter the data using:

   1. Timeframe
   2. Trading Platform Server
5. You can also click “Total” to view the aggregated values for trading parameters such as volume, swap, commissions, and profit.

You can suspend a client’s CRM account to prevent them from logging in, while still retaining their information in the system. This is useful for temporary deactivation without deleting data.

To suspend a client, follow the steps below:

You can perform the following actions on a client’s trading account:

You can create trading accounts for clients. You have two options:

1. Bind Trading Account to New Client

2. Bind Trading Account to Existing Client

1. Bind Trading Account to New Client

2. Bind Trading Account to Existing Client

You can view and edit the details of a client’s trading account by selecting the client and clicking the "View" icon. You will be able to see all details related to the trading account.

1. View & Edit CRM Information

You can view and edit the CRM information for the trading account. To make changes:

1. Click the "Edit" icon.
2. Make the necessary changes.

3. Click the "Save" icon.

2. Information Displayed

1. Type of Reports

You can view the reports for the trading account. The following reports are available:

1. Deposit / Withdrawal - Shows all deposit and withdrawal transactions for the trading account, including credit transactions, bonus payouts, withdrawals and more.

2. Trade History - Displays a detailed history of all executed trades for the trading account, including entry and exit times, trade size, and profit/loss.

3. Open Positions - Lists all currently open positions for the trading account, including instrument, size, entry price, and unrealized profit/loss.

4. Pending Orders - Shows all pending orders for the trading account, including order type, volume, and target price.

2. Report Functions

The following functions are available for each report:

1. Date Range Filter – Filter report data by specific dates.

2. Summation of Data – Click "Total" to view the sum of relevant data.

You can perform bulk operations to apply the same action to multiple trading accounts at once. This helps you manage trading accounts more efficiently without needing to repeat steps individually.

To start:

1. Select the trading accounts you want to perform the operation on.

2. A list of available bulk operations will appear for selection. You will also see the total number of clients you have selected.
3. Follow the specific steps for each operation accordingly:

1. Once you confirm the action, a popup notice will inform you that the batch operation is being processed. Click “Confirm” to proceed.

2. You will be redirected to the batch operation page. For more details, refer to:

The Tasks tab allows you to create tasks, assign them to teams or individuals, and track their progress. This feature helps you streamline client management by ensuring requests are prioritized, delegated, and followed up on efficiently.

Within Tasks, you will find two side menus:

• List – Displays the full list of tasks in your CRM.

• Calendar – Shows your tasks in a calendar view for easier scheduling and tracking.

By monitoring task statuses, you can manage client requests more effectively, improve team collaboration, identify areas for operational improvement, and enhance overall client satisfaction.

To create a new task, follow these steps:

1. Deposit or Withdraw from Wallet

You can deposit or withdraw funds from the client's wallet.

2. Customize Wallet Permissions

You can configure deposit, withdrawal, and transfer permissions. Enable or restrict actions to suit operational needs, enhancing both security and compliance.

To do so, follow these steps:

A. Application - Disable Deposits to CRM Wallets

B. Application - Disable Withdrawals to CRM Wallets

C. Application - Disable Transfers for CRM Wallets

3. View Deposit & Withdrawal History

You can filter the date range and view the wallet's deposit and withdrawal history.