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Frequently Asked Questions

User management guide

Introduction

This guide is intended for brokers with the stand-alone version of the system. Some of the described features may not be available to all brokers. For more information please refer to your account manager.

List users

To see the list of users navigate to the "Users" tab in the left menu, or from the button in the main dashboard.


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The Users page will display the list of users in your system. You can search for a specific user using the search field in the top-right corner of the table.
In the table you will fin the name of the client, as well as some statistics and actions.
If your installation features multiple servers you can see what server the client is saved on the "Server Name" column, and what kind of user (demo or live) on the "Type" column.
The IP column displays the IP used to create the user or the IP of the first login if the user was created manually by the broker.
The "Total devices" displays the number of the devices currently connected to the platform (Ex. different browsers, mobile devices, etc.). This number is updated in real-time but with a few minutes of delay.


Create a user

To create a new user click on the "Add new" button on the top-right of the Users page. The button will open a popup to insert the user's details.

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In the modal enter all the required fields and click on the Save button. The available fileds are:
  • Name - The client name (also displayed in the client side). Mandatory.
  • Password - Used by the client to log into the platform. The password must be at least 6 character long and contain at least 3 numeric caracters. Mandatory.
  • Confirm password - Must equal to the password. Mandatory.
  • Type - In MetaTrade4 terms this is equal to group. A list of available types wil be available depending on the broker's integration. The type field defines trading conditions like base currency, spreads, etc. Mandatory.
  • Leverage - Leverage of the client. Can be overridden by the type field. Default is based on Server's default (generally 1:300). Only relevant for forex instruments.
  • Phone number, Email, Address, ZipCode, City - Optional contact details of the client.
  • Country - Clients country. Mandatory.

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Deposit funds

To deposit new funds into a client's account click on the "Deposit" button in the account's row:

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In the popup window enter an amount in base currency and a comment. We strongly recommend to always add meaningful comments. Then click save.


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This action will create a new "Balance" order in the account's history, and it's wallet will be updated in real-time.

Withdraw funds

To withdraw new funds into a client's account click on the "Deposit" button in the account's row:


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In the popup window enter an amount in base currency and a comment. We strongly recommend to always add meaningful comments. Then click save.


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This action will create a new "Balance" order in the account's history with a negative profit, and it's wallet will be updated in real-time

Login as

This feature allows you to access the platform on behalf of the client with read-only permissions. You will be able to see the platform as seen by the client updated in real-time, but you will not be able to trade or change any preference.
To login as the client click of the "Login as" button on the client's row.

Force logout

The last button in the client row is a "force logout" button. this will immediately send the client to the login screen and will require him to re-authenticate. The button will end the session of ALL connected devices.

More to come

We are working on more functionality in this section, so make sure you visit this guide again in the future, to receive instructions on additional features.


Last updated: 09 June 2017

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