How To Setup Your Prop Broker (Abridged)
Prop Trading Back Office User Guide
  • How To Setup Your Prop Broker
  • 1. Branding Setup
    • Domain Settings
    • Brand Settings
    • Login Page Configuration
    • Navigation Settings
  • 2. User & Role Management
    • Role Management
    • User Management
  • 3. Client Onboarding Process
    • Registration Form
    • Onboarding Flow
    • KYC Policies
    • Client Registration Process
    • Client KYC Process
  • 4. Client Group Settings
    • Client Groups
    • Sensitive Fields
  • 5. Referral Program Settings
    • Referral Program Banner
  • 6. Deposit Settings
    • Deposit Account Settings
    • Payment Method Settings
    • Payment Gateway Icon
    • PSP Settings
  • 7. Withdrawal Settings
    • Withdrawal Account Settings
    • Withdrawal Method Settings
    • Match2Pay Withdrawal
  • 8. Trading Platform Settings
    • Synchronization with CRM
  • 9. IB Commission Settings
    • Ranks
    • Symbol Groups
    • Rule Settings
    • Fixed Commission Scheme
    • Flexible Commission Scheme
  • 10. Email Settings
    • Email Provider
    • Notification Templates
  • 11. Approval Settings
    • Types of Approval Methods
    • Approval Method Settings
    • Multi-Level Approval
  • 12. Promotional Link Settings
    • Creating Promotional Links
    • Sharing Promotional Links
    • Viewing Performance Analytics of Promotional Links
  • 13. Prop Trading Settings
    • Marketplace Installation & Permission Settings
    • Prop Challenge Structure
    • Prop Challenge Menus
    • Prop Trading Dashboard
    • Viewing Prop Challenges
    • Setting Up Prop Challenges
    • Participants
    • Challenge Statistics
    • Profit Sharing
    • Participating in Prop Challenges
    • Prop Trading Challenges
  • 14. Coupons & Promo Codes
  • 15. Go Live
  • 16. Other Functionalities
Powered by GitBook
On this page
  1. 1. Branding Setup

Brand Settings

PreviousDomain SettingsNextLogin Page Configuration

Last updated 8 months ago

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

In the Brand Settings page, you can configure the following options for your Prop Trading System:

  1. Website Name: Specify the name that will be displayed on the browser tab when users access your CRM. This allows you to personalize the branding and ensure that users easily recognize and identify your CRM website.

  2. CRM Logo: Upload and set your desired logo to appear on the CRM Client Portal and Back Office. This allows you to showcase your brand identity and create a consistent visual representation for your users. You can setup 3 different logos:

    • Website Logo: This logo will be displayed on the CRM when users log in.

    • Favicon: The favicon is the small icon that appears on the browser tab when users open your CRM in a web browser.

    • APP & PWA Icon: This logo represents your mobile application or Progressive Web Application (PWA). It is displayed as the app icon on the home screen of users' devices.

  3. Theme Color: Choose the theme color that aligns with your brand's visual identity. This color will be applied to various elements throughout the CRM, providing a cohesive and branded experience for your users.

  4. Default Mode: Select the default mode for the CRM interface - light mode or dark mode. When users access the CRM, the selected default mode will be displayed, offering a preferred visual experience from the moment they log in.

    • Light Mode

    • Dark Mode

  5. Landing Style: Choose the desired landing page style for your Prop Trading System - center, left, or right. This option allows you to customize the layout and positioning of the content on the landing page, making your CRM look more unique and tailored to your brand's aesthetics.

    • Center

    • Left

    • Right