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
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On this page
  • 1. Types of Navigation Tabs
  • 2. Navigation Tab Content
  • 3. Application
  1. 1. Branding Setup

Navigation Settings

PreviousLogin Page ConfigurationNext2. User & Role Management

Last updated 8 months ago

In the Navigation Settings of the CRM, you have the ability to create custom tabs for your clients on the CRM Client Portal. This feature enables you to add additional tabs that are not available by default, providing a more customized experience for your clients.

1. Types of Navigation Tabs

There are 2 types of Navigation Tabs that can be created:

  1. Group: Create groups to group multiple navigation tabs together for better organization.

  2. Navigation: This refers to the individual navigation tab you will be creating.

2. Navigation Tab Content

Once you have created the navigation tabs in the CRM Client Portal, you will need to input the content. There are two ways to do this:

  1. Embedding a Link: You can create a tab by embedding a link to external content or webpages. This allows you to direct clients to specific resources, websites, or any relevant content you wish to share. Simply provide the URL or link to the desired content, and it will be accessible to clients through the navigation tab.

  2. Inputting Your Own Content: Alternatively, you can input your own content directly into the custom tab. This gives you the flexibility to create and display personalized content for your clients. You can use this feature to share announcements, guides, educational materials, or any other information you deem valuable. By inputting your own content, you have full control over the information you provide to your clients.

3. Application

  1. Groups Created

  2. Navigation Tabs Created