Registration settings

TradeSocio NewUX - Broker Admin manual

From registration settings page you can adjust the user registration workflow according to your business requirements.

Allow Registration - you can allow users to undergo standard registration procedure from the sign-in page of the platform, or you can disable this function.

You might want to disable the standard registration:

• if you use API integration to create new users

• if you would like to create each user manually from broker admin panel

• if you want temporary to avoid new registrations on the platform

Allow Social Registration - you can allow users to login using the social media networks like Facebook or Gmail. When the client logs in using social network account, the system will automatically create an internal user id for the user.

You can set API settings for social registration in case you are using this functionality for your clients. You will need to provide your client ID and client secret.

Auto Approve Registration - you can have all new user registrations to be automatically approved.

If you switch off the auto-approve, then each new completed user registration will create a request. You will be able to review and approve the requests from Customers - Leads report.