You can assist to create CRM accounts for your clients and IBs via the CRM Back Office.
1. Traders Registration
Traders can register a CRM account from the CRM Client Portal by following these steps:
Click on the “Register as a Trader” button.
Fill in the required fields:
Name of Client (required) - Names may be duplicated with existing clients.
Nationality (required) - Select from the drop-down list.
Country Code & Phone Number (required) - The phone number must not be duplicated with existing clients.
Email Address (required) - Email Address must not be duplicated with existing clients.
Password (required) - Password must meet the password requirements set by the broker via the CRM Backoffice Portal.
Referrals (optional) - This refers to the referral's code. Client will automatically be the referral’s downline upon account registration.
Any other field configured by you. Refer to this section for more details:
Complete the Slider Verification.
Input the email verification code sent to the registered email address and click on "Register".
Upon successful registration, the client will be redirected to the login page. You can set the approval settings for Trader Registration to be manual or automatic via the CRM Back Office.
If the approval settings are manual, the client will need to wait for you to approve their request before they can log in to their CRM account.
If the approval settings are automatic, the client can log in to their CRM account immediately after successful registration.
If the phone number or email address is duplicated with existing clients, there will be a pop-up notice to inform clients.
2. IB Registration
IBs can register a CRM account from the CRM Client Portal by following these steps:
Click on “Register as an IB”.
Fill in the relevant fields and click on “Register”.
Complete the Slider Verification.
Input the email verification code and click on “Register”.
Upon completing the email OTP Verification, the client will need to fill in the IB registration fields and click “Next”.
The client will need to verify the information filled in and click “Submit”.
Upon successful registration, the client will be redirected to the login page. You can set the approval settings for IB Registration to be manual or automatic via the CRM Back Office.
If the approval settings are manual, the client will need to wait for you to approve their request before they can log in to their CRM account.
If the approval settings are automatic, the client will be able to log in to their CRM account immediately upon successful registration.
3. Registration via Back Office
You can create CRM accounts for your clients and IBs through the CRM Back Office by following these steps:
Login to CRM Back Office.
Navigate to "Clients" tab and click "Create Client".
Select either “New Trader” or “New IB” and fill in the relevant fields and click “Create User”.
Compared to self-registration by the client, there are additional fields that you can assist to fill in:
Owner - refers to the main sales contact of the client
Participant - refers to the owner’s team members
Force user to update password - the client will be forced to update their password upon first login to CRM.
Send notification email to the client - upon successful creation of account, an email including the account credentials will be automatically sent to the client’s email address.
Upon successful creation of the account, the client can proceed to login to their CRM account.
4. Multi-Step Registration
If you have set up a multi-step registration process for your clients, it's important to note that they must successfully complete all the necessary steps before the CRM account is created.
