In this section you can find answer for your questions questions about Back Office.
Back Office payment #
Yes, but we advise you to contact our Product Support team to set up the gateway correctly.
No, Match2Pay is a crypto payment solution that can be used as a payment gateway.
Please, contact our Support, and Sales team, in order to set up Match2Pay.
Amount of withdrawal has exceeded the set value, you have to contact our Product Support team to confirm it.
All payments done via Match2Pay and integrated PSP are automated. It also depends on how are KYC and KYT configurated.
If you wish to manually confirm every transaction, you can let know our Product Support team.
M2P gateway allows only for a limited number of currencies. If you need other currencies available, you need to set up an online payment method or another payment provider.
Back Office customization #
Certainly, you have to go to the Configuration section into the Roles Management in the Configuration tab.
You have to contact our Product Support team, and they will provide you with API documentation.
No, 2FA for admins is only mandatory when using M2P. On your request, it can be turned off by the Broker Support.
Branch’s main purpose is to help sort the client in the way that suits you, on the other hand, the offer purpose is to prepare tailor-made solutions for your clients, that client can select.
Contact our Product Support team via Skype, and they will help you set it up.
SquareTalk and Voiso.
Currently, it’s not possible to add any new VOIP providers.
Day-to-day use #
Lead is considered as a potential client and after the first-time deposit will be converted to the Client.
Please, prepare a list of emails, and provide them to the Product Support team.
You have to go into the Audit Logs in the main sidebar.
You can do it in the Configuration tab in the KYC section.
In the Broker Analytic section, you can track your clients’ volume, profit, and deposits over a selected time range.
You can also see the loss, profit, volume, balance ranking, and statistics.
Contact our Product Support team for further instructions.
Just like in case you forgot it, please reach out to our Product Support team.
leads and Clients #
You have to contact our Product Support team, and they will proceed with the integration.
No, a lead provider doesn’t have access to the Back Office.
No, there is no limit to the number of leads.
Yes, lead can have a trading account.
Yes, one client can have multiple trading accounts.
Of course, you just have to mention it before integrating with the lead provider.
No there is no limit to the number of clients, but there is a limit of trading accounts in your agreement.
You can use branches to distinguish leads from different lead providers.
They need to create a different account for every fiat currency they trade. Also offers have to be separately set up for every currency and assigned to one branch to let clients create trading accounts with different currencies.