32 docs tagged with "configuration"

How to create and manage predefined reasons for rejecting customer requests (KYC, withdrawals, etc.).

How to set up and manage integrated third-party payment gateways for customer deposits.

How to enable and set up different payment methods for customer deposits (e.g., Bank Transfer, Crypto, e-Wallets).

How to manage content for static pages like About Us, Terms, and Privacy Policy.

How to manage trading instruments, including enabling symbols and setting spreads and leverage.

How to enable and set up different payment methods for customer withdrawals.

Get your new trading platform ready for customers in 4 simple steps.

Define a new profile for trading accounts, such as Standard, Pro, or VIP.

Step-by-step guide to create and configure Martingale Bot.

Step-by-step guide to create and configure Reverse Martingale Bot.

How to view and configure the automated background tasks that run the system.

How to edit the content and subject of automated emails sent to customers.

Detailed explanation of all parameters and settings for configuring grid trading bots.

How to create, view, and edit different account types with specific trading conditions.

How to create and manage promotional banners and notices in the client portal.

How to view, add, and update the list of countries available in the system.

How to add, view, and update the currencies used for accounts, wallets, and transactions.

How to create categories for deposit methods (e.g., Bank Transfer, Cryptocurrency, e-Wallet).

How to create and manage the types of documents customers can submit for verification (KYC).

How to add and manage the languages available for the client portal and emails.

How to create and configure customer onboarding stages with required permissions.

How to create categories for rejection reasons (e.g., KYC Rejection, Withdrawal Rejection).

How to configure and manage third-party service integrations.

How to create and manage categories for email templates.

How to create and configure different types of wallets (e.g., Main, Bonus, Profit).

How to create categories for withdrawal methods (e.g., Bank Transfer, Cryptocurrency, e-Wallet).

Instructions for setting up a new white-label trading portal in the system.

Configure trading platform settings, branding, and email information for your project.

How to set up referral types and manage relationships between referrers and referred clients.

How to set up the commission structure and rules for different referral programs.

Configure the steps and requirements for customer onboarding (Know Your Customer).

How to set the execution type for different transaction categories.