Skip to main content

Allow Bot Trading for a Client

Applies to: Administrators, CRM Managers

This guide explains how to enable the Grid Bot Trading functionality for specific customers who want to use automated trading strategies.

Steps to Enable Bot Trading​

1. Navigate to Customer Profile​

  1. Go to the CRM section from the main sidebar
  2. Select the desired customer from the customer list
  3. Click on the customer to open their detailed profile

2. Enable Bot Trading Functionality​

  1. Locate the field named Customer Allowed Functionalities
  2. Add Bot Trading to the list of allowed functionalities
  3. Save the changes to apply the new settings

Enable Bot Trading

Important Considerations​

  • Experience Assessment: Enable for customers with understanding of automated trading risks
  • Risk Management: Consider the customer's risk tolerance before enabling
  • Account Requirements: Ensure customer has sufficient balance for bot trading
  • Monitoring: Regularly review customers using bot trading features

Verification​

After enabling:

  • The customer will see the Bot Trading tab in their Trading Platform
  • They can create and manage grid trading bots
  • Real-time monitoring becomes available for administrators