1. Marketplace Installation & Permission Settings

To start using the Prop Trading System, you will need to install it via the CRM marketplace and provide the respective permissions. To do so, follow these steps:

Step 1

1. Navigate to CRM Marketplace.

   

2. Locate and click on Prop Trading Challenge Module.

   

Step 2

1. You will be redirected to the Prop Trading Challenge details page.

2. To proceed with the installation, contact your dedicated account manager.

   

Step 3

1. Once Prop Trading has been installed, you will need to grant the respective permissions to your team and your clients.

2. For your clients, you will need to provide the following permissions under Client Group:

   
3. For your team members, you will need to provide the following permissions under Role Management:

   Prop Trading

   

   Approval

   

Step 4

Once the respective permissions have been granted, you will be able to see the Prop Trading module in the navigation bar.

Your clients will also be able to see the Prop Trading tab in the CRM Client Portal.