To configure your registration form, navigate to Settings > Login / Registration Settings. You have the option to customize the registration form fields for both traders and IBs. To switch between the two forms, you can click on the respective tabs provided.
1. Creating New Fields
To add a new field, follow these steps:
Click on "New Field".
Choose the desired Field Type from the available options.
Provide the necessary details for the new field.
If the field should be mandatory for users to complete, select the "Required" option.
Finally, click on the "Save" button to save the new field and incorporate it into the registration form.
During account registration, your clients will be able to view the respective fields configured.
2. Form Sections
In the IB registration form, you can create sections to organize and clarify the form for better usability.
To create a form section, follow these steps:
Click on the Settings Icon.
Select "Add Option".
Enter the section name in the respective languages.
Click "Save".
Navigate to the desired form section where you want to include the new fields.
Click on "New Field" to begin the process of adding a field. Follow the steps provided here: #1-creating-new-fields
Once you have configured the registration form section and its respective fields, clients will have the convenience of viewing the form in segmented sections. This ensures that the form is presented to them in an organized and easily navigable manner, allowing them to provide the required information efficiently and effectively.
3. Country List Options
In the Registration Form settings page, there are certain field types that require clients to select a country, such as "Country" and "Nationality". You have the flexibility to enable or disable specific country options based on your business requirements. For instance, you can disable countries that are subject to sanctions or with which you are not allowed to engage. Additionally, you can set a default country that will be pre-selected for clients.
To configure the country option list for the Registration Form fields, follow these steps:
Click on the "Country" icon.
Select your desired default country that will be pre-selected for clients.
Enable or disable specific countries by clicking the corresponding icon on the right-hand side.
You have the option to bulk change the status of countries in the country option list. This allows you to enable or disable multiple countries at once. Simply select the countries you want to modify, and then choose whether to enable or disable them.
