Onboarding Flow
You have the flexibility to customize the available login methods for your clients. The options include login via email address, phone number, or trading account. This customization allows you to cater to the preferences and convenience of your clients, providing them with a seamless and personalized login experience.
1. Login Methods
To configure login methods, navigate to Settings > Login / Registration Settings. You have the flexibility to customize the available login methods for your clients. The options include login via email address, phone number, or trading account. This customization allows you to cater to the preferences and convenience of your clients, providing them with a seamless and personalized login experience.
To set the login methods, follow these steps:
Navigate to the Login/Registration Method section.
Click on the edit icon.
Select the desired login methods from the available options.
Click on the save button to save your changes.
Once you have configured the login methods, clients will have the flexibility to switch between their preferred login methods by clicking on the drop-down menu.
The password to login differs, depending on the login method selected:
Email - Password will be CRM account password
Phone - Password will be CRM account password
Trading Account - Password will be the master password for the trading account
2. Registration Process
You have the ability to customize the registration process settings according to your business and client preferences.
To set up the registration process, follow these steps:
Navigate to the Login/Registration Method section.
Click on the Edit icon.
Select the desired steps to include in the registration process:
Registration Information: This step includes the mandatory registration form that clients need to fill in.
Fill in KYC information during registration: This step requires clients to provide their KYC information during the registration process.
Create an account during registration: This step requires clients to submit a trading account request while completing the registration.
Click on the Save button to save your changes.
Enabling only the "Registration Information" step means that clients only need to fill in the registration form to register an account.
In a multi-step registration process with KYC or trading account creation, clients can see the required steps for completing their account registration.
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