V7.9.0 - Optimizations Across Multiple Modules

Learn about all the details of all our recent CRM updates here.

Released Date - 26 March 2024

In our most recent update, we've focused on optimizing essential CRM modules. Key improvements include expedited onboarding with the ability to opt out of email OTP verification during account registration. Furthermore, trading reports are now automatically generated by default, and editing promotional link domains is now a seamless process without the need for recreation. Additionally, we have refined the user interface to enhance navigation and intuitiveness. Discover the details of these updates and enhancements below.

Summary

1. Disable Email OTP Verification: You can now opt for a faster account registration process by disabling email OTP verifications at the time of registration. This allows your clients to swiftly onboard initially and then choose to reinforce security by activating OTP verifications at a later stage.

2. Send Trading Reports by Default: Automated delivery of trading reports is now the default option upon trading account creation, eliminating the need for manual activation.

3. Update Domain for Promotional Link: You now have the ability to directly edit link domains, removing the hassle for deletion and recreation, thereby saving time and effort.

4. UI Enhancements:

   • Client Portal Improvements: Your clients will now enjoy improved access to their User ID and Referral code, making it easier for them to navigate the platform.

   • Client Group & Role Permissions UI Optimization: To streamline user experience, visible "Edit" icons have been implemented, simplifying the process of modifying group and role names and descriptions for improved usability.

Disable Email OTP Verification

You now have the flexibility to choose whether to enable or disable email OTP verifications during client registration. This empowers you to tailor the onboarding process to your preferred business flow. Previously, all clients were required to complete email OTP verification. However, with this function, you can disable email OTP verification, facilitating a faster client registration process.

1) Disabling Email OTP Verification

To disable Email OTP Verification, follow these steps:

Step 1

1. Navigate to Login / Registration Settings.

2. Choose either "Trader Registration Form" or "IB Registration Form", depending on your preferred onboarding flow.

   

Step 2

1. Locate "Email" and click the "Edit" icon.

   
2. By default, "OTP Verification" will be selected, requiring your clients to verify their email address during registration.

3. Uncheck "OTP Verification" to disable email OTP Verification.

4. Click "Save" to confirm your changes.

   

2) Risks Associated to Disabling Email OTP Verification

When email OTP verification is disabled, a notice will appear to alert you to the associated risks:

1. Account Security: Without email OTP, user accounts are more vulnerable to unauthorized access. Malicious entities can exploit this vulnerability by creating accounts with fraudulent or stolen email addresses, bypassing the verification process necessary to confirm ownership.

2. Account Hijacking: The absence of email OTP opens the door to account hijacking attempts. Attackers can exploit vulnerabilities in the registration process to gain unauthorized entry into user accounts. This unauthorized access may result in the compromise of sensitive personal data or enable the perpetration of malicious activities.

Send Trading Reports by Default

Previously, during approval of a trading account request, manual selection of the "Send Reports" option was required. With this release, we've streamlined the process, empowering you to determine whether the "Send Reports" function is automatically enabled or disabled by default.

1) Send Trading Report by Default

To send trading reports by default, follow these steps:

Step 1

1. Navigate to Trading Platform Settings.

2. Find the trading platform you wish to modify, then click the "..." icon and choose "Edit".

   

Step 2

1. Click "Send Report by Default".

2. Save your changes by clicking "Save".

   

2) Reviewing Open Account Requests

Enabling "Send Report by Default" means that when reviewing open account requests, the "Send Report" option will automatically display as "Yes" by default. This eliminates the need for manual adjustment, streamlining the process for you.

Update Domain for Promotional Link

Previously, editing the domain for an existing promotional link was not possible. We've improved this function to enable you to update the domain for existing promotional links. This enhancement streamlines your process, eliminating the need to delete and recreate the link with the updated domain.

To update the domain for your promotional link, follow these steps:

Step 1

1. Navigate to Promotion Link Settings.

2. Find the promotion link you wish to modify and click the "Edit" icon.

   

Step 2

1. Amend the domain accordingly.

2. Click "Save" and the domain will be updated with immediate effect.

   

UI Enhancements

1) Client Portal Improvements

Your clients can now effortlessly access their account User ID and Referral Code by simply clicking on their profile name.

Your clients can also conveniently copy their referral code with the copy button. This allows them to easily share their referral code with their downlines or potential clients, enhancing their referral process.

2) Client Group & Role Permissions UI Optimization

Previously, the editing function for client group and role permissions names and descriptions was not easily noticeable. We've addressed this by adding an "Edit" icon, allowing you to easily modify the name and description. This enhancement improves user-friendliness and intuitiveness.

To amend the name and description, follow these steps:

Step 1

1. Navigate to Client Group or Role Management.

2. Find the Client Group or Role you wish to amend and click the "Edit" icon.

   

Step 2

1. Make the necessary amendments.

2. Click "Save".