CRM Client Portal User Guide
CRM Back Office User Guide (Abridged)
  • Introduction
  • Client Portal (Front-End)
  • 1. Account Registration
    • Trader Registration
    • IB Registration
    • Multi-Step Registration
    • Twilio Verify
  • 2. Login to Client Portal
  • 3. Dashboard
    • Dashboard Component
    • Become an IB
  • 4. Accounts
    • Create New Account or Bind Existing Account
    • Trading Account Operations
    • Trading Account Request History
  • 5. Funds
    • Deposit
    • Transfers
    • Withdrawals
    • Transactions
    • Request History
  • 6. Referrals
    • My Clients
    • Clients' Report
    • Commission
    • Clients' Request
    • Prop Trading Statistics
  • 7. Reports
    • Types of Reports
    • General Report Functions
  • 8. My Profile
    • User Information
    • Registration Information
    • Settings
    • Bank Card
  • 9. Prop Trading
    • View Prop Challenges
    • Participating in Prop Challenge
    • Prop Challenge Statistics
  • 10. Trading Competitions
    • View Trading Competitions
    • Participate in Trading Competitions
    • Trading Competition Leaderboard
    • Trading Competition Transactions
  • 11. Other Functionalities
    • Light and Dark Modes
    • Expand and Collapse Sidebar
    • User ID and Referral Code
    • Notifications
      • Coupons
      • Promo Codes
    • Download Centre
    • Ticketing
    • Languages
    • Logging Out
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On this page
  • 1. Pop-Up Notifications Process
  • 2. Notification History
  • 3. Notification Tab Functions
  1. 11. Other Functionalities

Notifications

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Last updated 1 year ago

You can receive notifications from brokers, delivered through pop-up messages. Brokers can use these notifications to inform you about various matters such as maintenance, updates, or promotional campaigns.

1. Pop-Up Notifications Process

  1. Brokers can send notifications to you.

  2. You will receive pop-up messages notifying them of the broker's communication.

  3. You have the option to either close the pop-up notice or click “Learn More”.

  4. If you choose to learn more, you will be redirected to the notifications page, where you can read the full message.

2. Notification History

  1. You can review the history of notifications by clicking the “Notifications” icon.

  2. The list of broker’s notifications will be displayed, with unread notifications highlighted in red.

3. Notification Tab Functions

You can perform multiple actions in the Notification Tab:

View Message
  1. Read the full pop-up message by clicking onto it.

Filter

You will be able to filter the notifications via the following options:

  1. All - displays all notifications

  2. Read - displays only read notifications

  3. Unread - displays only unread notifications

Mark All as Read
  1. You can mark all notifications as read.

Clear All
  1. You can clear all notifications. This means that you are deleting all of the notifications.

  2. You will not be able to retrieve cleared notifications.

View History
  1. By default, the notifications shown will be dated within the last 3 months.

  2. Any notifications dated earlier will not be shown in the notification list.

  3. If you wish to retrieve historical notifications, you can click onto the Historical Data.

  4. Past notifications will be shown.