> For the complete documentation index, see [llms.txt](https://reference-guide.gitbook.io/crm-version-release-notes/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://reference-guide.gitbook.io/crm-version-release-notes/v7.60.0-prop-trading-certificates.md).

# V7.60.0 - Prop Trading Certificates

*<mark style="color:$info;">Learn about all the details of all our recent CRM updates here.</mark>*

**Released Date - 30 December 2025**

This release introduces the new Prop Trading Certificates module, allowing brokers to automatically issue professionally designed certificates for key trader achievements. Certificates can be generated when traders complete challenge stages or receive profit-sharing payouts, adding greater recognition, credibility, and engagement to the prop trading experience.

Built directly into the CRM, the module supports customizable templates, dynamic trader and challenge data, multi-language content, and QR code verification for authenticity. Traders can easily access, preview, and download their certificates in PNG or PDF format to showcase their achievements, share verified results, and support marketing or promotional activities.

### <mark style="color:red;">Key Function Highlights</mark>

1. **Automated Certificate Issuance:** Automatically issue certificates to traders upon completing challenge stages or receiving profit shares, ensuring consistent and timely recognition without manual intervention.
2. **Customizable Certificate Templates:** Design certificates using flexible HTML templates with multi-language support. Leverage dynamic parameters such as client name, challenge details, profit share amounts, and dates to generate fully personalized outputs.
3. **QR Code Verification:** Each certificate includes a QR code that links to a dedicated verification page, allowing instant validation of authenticity and improving transparency for both traders and third parties.
4. **Flexible Download Options:** Allow traders to download certificates in PNG or PDF format, with all data dynamically rendered at the point of download to reflect the most up-to-date information.
5. **Certificate Refresh Functionality:** Enable users to refresh certificate data to reflect updated client information or corrected details, ensuring accuracy without reissuing new certificates.

### <mark style="color:red;">1)   Marketplace Installation & Permission Settings</mark>

To use the Prop Trading Certificates module, you will first need to install it via the CRM Marketplace and configure the necessary permissions.

{% stepper %}
{% step %}

#### Marketplace Installation

1. Go to the "**CRM Marketplace**". <br>

   <figure><img src="/files/4MSarcusAJ9dpVh5r7sV" alt=""><figcaption></figcaption></figure>
2. Locate "**Prop Trading Certificates**" and click on it.<br>

   <figure><img src="/files/D1n4wVc6SEKb1Zm3ATpQ" alt=""><figcaption></figcaption></figure>
3. You will be redirected to the module details page, where you can learn more about the feature.
4. Click "**Contact Us for Installation**".<br>

   <figure><img src="/files/qO83eDjaNEcB1Zic9ntm" alt=""><figcaption></figcaption></figure>
5. Fill in the form and click "**Send** **Request**". \
   \
   ![](/files/loZeHkXBiqlWImbNrO60)<br>
6. Your dedicated account manager will reach out to assist with the installation process.
   {% endstep %}

{% step %}

#### Permission Settings

1. After installation, assign the appropriate permissions to your admin users:

   1. **Read Certificates** – View-only access to certificate settings
   2. **Update Certificates** – Edit and configure certificate settings<br>

   <figure><img src="/files/DATa6Lm3eIXXUHUYDRiF" alt=""><figcaption></figcaption></figure>
2. Once enabled, the "**Certificates**" menu will appear under "**Prop Trading**" in the CRM.<br>

   <figure><img src="/files/pVAsYM08idJ3HuLzUPMg" alt=""><figcaption></figcaption></figure>
3. For "**Client Groups**", ensure the following permission is enabled:
   1. **Read Certificates** – Allows clients to view and download their issued certificates<br>

      <figure><img src="/files/i1YsPJbMJUBr2JnXVN7X" alt=""><figcaption></figcaption></figure>
4. Once the module is installed, the "**Certificates**" menu will be automatically added to the client portal navigation.
   1. You may rename or disable this menu if required.<br>

      <figure><img src="/files/5bmq8ZO0GR4bD8kZovFi" alt=""><figcaption></figcaption></figure>
   2. Clients will be able to access and view their certificates from this section. <br>

      <figure><img src="/files/sLqYdZv98BJHM5EMPyIZ" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

### <mark style="color:red;">2)   Certificate Operations</mark>

&#x20;You can perform the following operations:&#x20;

<details>

<summary><strong>Edit Certificates</strong></summary>

To edit a certificate, follow these steps:

1. Locate the certificate you wish to edit (either Challenge Completion Certificate or Profit Share Certificate) and click the "**Edit**" icon.<br>

   <figure><img src="/files/UZ7kKuhFihPY0DEjWAFW" alt=""><figcaption></figcaption></figure>
2. The certificate name is fixed and cannot be modified.
3. Select the desired language to customize the certificate content. By default, the available languages will follow those configured in your client portal.
4. You may customize the certificate design directly in the text editor or switch to HTML view by clicking the "**<>**" icon.
5. It is recommended to keep the certificate size within A4. Otherwise, the generated PDF may be split across multiple pages.
6. Refer to the supported parameters listed at the bottom to insert dynamic data such as client name, challenge name, and other relevant details.
7. Click "**Save**" to apply your changes.
8. Click "**Reset**" to revert the certificate to its default template if required.<br>

   <figure><img src="/files/LX3rFGrMWFofqcRC7uQ8" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary><strong>Preview Certificates</strong></summary>

1. Locate the certificate you wish to preview (either Challenge Completion Certificate or Profit Share Certificate) and click the "**Preview**" icon.<br>

   <figure><img src="/files/mxBzjoYnQcYxrrqYCElN" alt=""><figcaption></figcaption></figure>
2. A preview window will appear, allowing you to view the certificate layout and design.<br>

   <figure><img src="/files/AExbgIANOg0CEhENkDxE" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary><strong>Enable or Disable Certificates</strong></summary>

1. By default, certificates are disabled after installing the Prop Trading Certificates module. This means certificates will not be issued to clients, even if they complete challenges or receive profit share payouts.
2. To enable a certificate, locate the desired certificate and click the "**Enable**" icon. Once enabled, certificates will be automatically issued and visible to clients.<br>

   <figure><img src="/files/kXVxGtkDi7LFmEizo2IP" alt=""><figcaption></figcaption></figure>
3. To disable a certificate, click the same icon again. Disabled certificates will no longer be issued going forward.

</details>

### <mark style="color:red;">3)   Viewing Certificates</mark>

1. On the Client Portal, clients can access the "**Certificates**" menu from the navigation bar.
2. Upon clicking it, clients can view all certificates issued to them.&#x20;
   1. Certificates are organized into two categories:
      * Challenge Completion Certificate
      * Profit Share Certificate
   2. Clients can switch between these tabs to view the respective certificates.<br>

      <figure><img src="/files/tpGwTmMPuTRmGAjwjQs0" alt=""><figcaption></figcaption></figure>
3. Each certificate displays a date and timestamp indicating when it was issued.<br>

   <figure><img src="/files/WxKkK0dpFIz18MHlU7lE" alt=""><figcaption></figcaption></figure>
4. To view a certificate, click the "**View**" icon.<br>

   <figure><img src="/files/NUDsK3ia3izEuq7Ao4C5" alt=""><figcaption></figcaption></figure>
5. The certificate will be displayed for viewing.\
   \
   ![](/files/96TvOtYMKt8nEpmTNcol)<br>
6. To refresh certificate data, click the "**Refresh**" icon. This is useful if there are updates to client information (e.g. client name). The following data can be refreshed:

   1. Client Name
   2. Certificate QR Code<br>

   <figure><img src="/files/B5zAF07FVjakhEu7SYfs" alt=""><figcaption></figcaption></figure>
7. To download a certificate, click the "**Download**" icon.

   1. Clients can choose between **PNG** or **PDF** format
   2. The certificate will be downloaded in the selected format<br>

   <figure><img src="/files/d7Hppa9ePysjyYGYH2Bw" alt=""><figcaption></figcaption></figure>
8. Each certificate includes a QR code that links to a verification page.&#x20;
   1. To verify a certificate, clients or third parties can scan the QR code displayed on the certificate.
   2. This will direct them to a verification page in the CRM where the certificate details are shown.<br>

      <figure><img src="/files/rQp7R16r4gCOMnbCuqGF" alt=""><figcaption></figcaption></figure>
   3. The QR code is generated based on the CRM Client Portal domain at the time of download.
   4. If the domain changes or becomes unavailable, previously downloaded certificates may no longer be verifiable via QR code. In such cases, clients can re-download the certificate to generate a new QR code.