In UTIP CRM 18.104.22.168 ability to add group restrictions for the employees to log in by IP has been added. There is a separate administrator right to delete the requests. Royal Pay payment system for withdrawing funds has been added to Trader’s Room 2.5.0.
Now, the CRM administrator does not need to go into the card of each employee to enable IP login restriction - just select the necessary managers and set a group restriction.
Requests deletion rights
To avoid accidental deletion of the requests, you can give this right only to a limited group of employees. At the same time, managers will still have the opportunity to view and change the status of applications.
“Actions” table navigation
Also, the relationship between the Clients and Actions tables in UTIP CRM is configured not only through the client’s name, but also via email. This will allow employees to quickly navigate the "Actions" table.
Royal Pay payment system in Trader’s Room
Royal Pay payment system for withdrawing funds has been added to Trader’s Room 2.5.0. Web office administrator can configure the necessary commission for it, the terms of the transfer, the currencies used and the description, as well as upload your logo. In order for the Royal Pay system to appear in the trader’s room, you need to enable it in the list of payment systems.
Moreover, a new payment method for “Royal Pay” - “Voucher” has been added. To add this method of payment, you just need to enable it in the settings of the payment system, and also select a currency for it.
To create a request for withdrawal of funds, the trader must indicate their details. After creating the application, the administrator of the personal account will receive a notification by e-mail and can immediately send it to the broker's employees for checking and transferring funds at the specified details.
For more information about the new features of UTIP CRM 22.214.171.124 and Trader’s Room 2.5.0, contact the Sales department.
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Now there is the ability to prevent traders from authorization by account number in WebTrader 126.96.36.199 and Mobile Trader 188.8.131.52. A quick transition from the WebTrader to opening and replenishing an account has been configured.
Disabling terminal login by account number
The administrator can disable the ability to log in to the trading terminal by account number. This will allow traders to finally switch to using only email to log in to the trading terminal.
After disabling the ability to log in by account number, all other functions that have been available for setting up accounts will also be disabled. For example, a trader will not be able to change the password for the account.
Opening and replenishment of an account
If a trader logs in to the Web terminal via email, he will be able to immediately go to the Trader’s Room to the “Open account” form. To do this, just click the "Open Account" button in the terminal.
To replenish the account immediately from the trading terminal, click on the "Make a deposit" button. After that, the trader will be taken to the “Account replenishment” form, where the real account will already be indicated.
Additional authorization in the Trader’s Room is not required, and the required form will be opened in the same browser tab.
Color palette configuration
Previously, traders used only a ready-made color palette to adjust the colors of various elements of charts and indicators. Now the trader can set the required color of the selected element using the RGB color model.
List of countries in the Mobile Trader
A drop-down list of countries has been added to the Mobile Trader 184.108.40.206 registration form. Now, traders do not need to manually fill in the "Country" field - just select the required value from the drop-down list. After a trader selects the required country, the international telephone code of that country will be automatically substituted in the “Telephone” field. This speeds up the process of registering new traders.
For more information about the new features of WebTrader 220.127.116.11 and Mobile Terminal 18.104.22.168, please contact the Sales department.
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In the Trader’s Room 2.4.0 update, a fast transfer to the trading terminal without the need to enter any credentials for authorization has been added. Also, it is now possible for brokers to set up their own payment systems to withdraw the funds.
Fast transfer to the trading terminal
To be redirected to the trading terminal from the Trader’s Room, all traders need to do is click on the “Trading terminal” button. When the transfer occurs, the system will identify the user and automatically authorize him in the WebTrader.
Setting up of payment systems for funds withdrawal
In the WebOffice, an option to add your own payment systems to withdraw funds has been implemented. Administrators can add an unlimited number of payment systems, name them, upload the logos, as well as specify the commission, transfer dates, used currencies, and description.
When the administrator finishes setting up the payment system, it will appear in the Trader’s Room. Traders then will be able to make a request for withdrawal after they provide their payment details. The administrator will receive a notification about a request in the email, and the broker’s employees will be able to immediately check it and transfer the funds according to the payment details.
Please, contact our Sales department for detailed data about the new features of the Trader’s Room 2.4.0 update.
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