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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11. Approval Settings

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.

Next, it's essential to configure the approval process for different client requests. This step empowers you to decide whether the approval process should be manual or automatic. If your workflow demands multiple levels of approval for specific client requests, the system can be configured to support multi-level approval. This feature ensures that a single client request must receive approval from more than one party before it can proceed to the processing stage.

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Last updated 1 year ago