General

In the general broker settings, you can configure a range of parameters applicable to the entire broker.

Name	Description
Name	broker's name
Profile	broker's profile
Time zone	time zone
Application profile	application profile for the broker
URL	broker's web address
Instrument suffix	setting the suffix to be added to all broker's instruments
EOD time zone	time zone used for automation settings in the Daily operations section (filled in if the daily operations time should differ from the broker's time)
History EOD Account	account from which end-of-day rates should be taken (optional)

The Trading without weekends checkbox enables automation during weekends.

Please note! If the setting is enabled, daily closing operations in the Daily operations section must be performed every day of the week.

The Indicative only disclaimer checkbox enables a constant display of a notification about indicative prices in the client terminal.

The Always send to FIX checkbox automatically enables the corresponding checkboxes (Send to FIX) when creating a trade and in the Daily Operations ➝ Swap section.

Authorization

Here you can set the broker's authorization settings:

The Add auth method button allows you to add a new available authentication method: by Email, by Phone number or by external authorization methods - OIDC.

The following checkboxes allow to enable the possibility of independent registration of clients in the broker: Individual - for registration of personal client profiles. Legal entity - for registration of corporate profiles of clients.

Important! To register different client profiles, it is necessary to set the account group settings in the broker settings (Brokers ➝ Broker ➝ Account settings). For personal profile accounts - Account group at registration. For corporate profile accounts - Registration open corporate account group (corporate account registration group).

The Require user agreement checkbox allows you to set the requirement to agree to the broker's terms and conditions and privacy policy during registration. References for them can be added in the Terms link and Privacy policy link fields.

The Allow registration without phone checkbox allows you to enable registration with the broker using email.

Please note! Authorization settings set in the main broker are also inherited by the demo broker (if one was created).

Adding an external authorisation method

Note: the article contains an example of creating a method with Google authorisation provider and examples of filling in all fields. In case of using other services, the fields required for filling out may differ.

Provider - name of the external authorisation provider Discovery URL - link to provider's metadata (optional). Example: https://accounts.google.com/.well-known/openid-configuration. If this link is specified, the data of endpoints and available authentication methods from the provider will be filled in automatically. Authorisation endpoint - reference to the authorisation protocol in the service. Example: https://accounts.google.com/o/oauth2/v2/auth Token endpoint - provider endpoint for obtaining a token for authorisation, available on the provider's website. Example: https://oauth2.googleapis.com/token Auth methods - authentication method available at the provider (Basic/Post) Client ID - client ID of the provider (available in the provider's SSO service) Client secret - password of the client at the provider (available in the service of SSO provider). ID type = Email ID field -ID of the field where the email will be sent to be matched with the platform user's email (optional field available from some providers).

Note: A user must be created beforehand with the email that is returned by the provider in this field.

After clicking APPLY, the external authorisation method will be saved and displayed on the login page.

Currency

In this subsection you can configure the broker's currency settings.

Name	Description
Currency	broker's main currency
Currencies for recalculation	allows you to select the revaluation currencies that will be available for selection in the account

Reset to default will restore the list of available currencies for recalculation by default.

Press ADD CURRENCY to add the currency for recalculation, Cancel to cancel the selection and Save to save the currency to the broker's setup.

Other settings

If you want to select a separate account for cash deposit/withdrawal, select it from the drop-down list under Cash In Cash Out Account ID.

Please note! Only the Real type accounts can be used for broker's deposit and withdrawal metods.

Also here you can specify Matomo site ID - identifier in Matomo analytics service.