User Creation

Before creating a new user, it is recommended to first create a personal profile for them.

To create a new user on the platform, you need to fill in the following information:

After clicking the Create button, the user will be created. To find the newly created user, you need to select Not Initialized in the status filter of the users table and navigate to the desired user by clicking on them.

User Activation

To activate a user, you need to add membership to one of the profiles and assign a role using the Add Profile membership button.

For example, if a new user should have access to the trading terminal - link the profile created for them and set the role to Client. Also, an account link that was created for the user should be added to them.

When you click the Activate user button, their status will change to Active, and login credentials for the platform will be sent to the user's specified email address.