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NewUX Broker Admin
  • Welcome!
  • Dashboard
    • Dashboard
    • Widgets
    • Navigation
  • Introduction
    • Get started
    • Functionality
    • Users
    • Access Levels
    • Investment Accounts
    • Investment Products
    • Financial Operations
    • Allocations
    • Fees and Charges
  • User Management
    • Customers
    • Pending User notification
    • Leads
    • Clients
    • Tickets
    • Online users
    • Blocked IPs
    • User CRM
  • Investing and Trading
    • Trading
    • Accounts
    • Profiles
      • Risk profile
      • Commission profile
      • Feed profile
      • Rebate profile
    • Reports
      • Open positions
      • Closed positions
      • Account operations
      • Trade Report
    • Customer Groups
    • Create Customer Group
  • Products and Funds
    • Funds Management
    • SMA funds
    • Strategies
    • Create fund
    • Basket funds
    • Create Basket fund
  • Reporting
    • Reports
    • Allocations
      • Active allocations
      • Under progress allocations
      • Inactive allocations
    • Introducer
      • All intoducer
    • Revenues
      • Fees
      • Trade charges
      • Summary
    • Requests
    • Live account request
    • Deposit request
    • Withdrawal request
  • Settings and Control
    • Control panel
    • Customer settings
      • Account settings
      • Registration settings
      • Blocked customers
    • Trading settings
      • Investor trading settings
      • Routing settings
      • Instrument list
      • Instrument mapping
    • API settings
      • Reporting API
      • Settings
      • API logs
    • Platform settings
      • Platform site info
      • Mail server settings
      • Manage email templates
    • Product settings
      • Strategies settings
      • SMA settings
      • Terms and conditions
      • Power of attorney
      • Compliance settings
      • Fee calculation settings
    • Queue management
      • All queue managers
      • Create queue manager
    • Assignment management
      • All assignment
      • Create assignment
    • Workstations
      • Workstations
      • Add workstation
    • Gateway settings
      • All gateway
      • Create gateway
    • Goal management
      • Mapping list
      • Risk type list
      • Goal list
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  1. Settings and Control

Customer settings

TradeSocio NewUX - Broker Admin manual

PreviousControl panelNextAccount settings

Last updated 4 years ago

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Customer setting section provides you the functionality to manage general customer management settings like user and account creation.

The section consists of following pages:

  • Account settings - management of account opening workflows

  • Registration settings - management of user creation workflows

  • Blocked customers - blocked user report and management panel