Brokers

The Brokers section is intended for:

• To fill in and correct information about a broker
• To manage broker parameters
• Create and manage a demo broker

Once you have selected a broker and clicked on it, you will be directed to a page with information and settings for the broker.

On top of the screen you can see the name of the broker and Profile Page button. Click it to open broker's profile.

Logo settings

To add logos, click the Upload button and select the logo to be added, or drag the logo into the specified area. Supported formats are .jpg, .png and .gif. The required image size is indicated next to the upload area.

The logo uploaded here will be displayed in both color themes in the admin terminal, unless separate logos are configured for them in Advanced Logo Settings.

Advanced logo settings

For Main settings logo and Light theme you can add:

• Basic broker logo (Basic logo) to be used on the login screen and in the admin terminal;
• Logo for the trading terminal (Trading logo)

If the logo is uploaded only for one of the color themes, it will also be used in the second one.

AUTH PAGE BACKGROUND allows you to specify a logo to be used as a background on the broker authorization page (AUTH PAGE BACKGROUND) and a favicon (FAVICON) for tabs in browsers.

Documents allows you to specify logos used in reports (REPORT) and mailings (EMAIL).

Click SAVE to save logo settings.

Authorization

Here you can add:

• Default auth method
• Auth method
• Requirement to agree to Privacy policy/Terms and conditions to register. To do this, you must enable the Registration enabled and Agreement is required checkboxes. In the fields Terms link and Privacy policy link insert the appropriate links.

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.

Broker settings

The broker settings are divided into several subsections described in the corresponding articles:

Name	Description
General	general settings and information
Settings for reports	brokers reports settings
Payment settings	payment settings
Account settings	accounts settings
Login settings	password policy settings and disclamer shown to the client upon login
Appearance	brokers appearance settings
API Token	token settings for connection to external APIs

Casual settings are available for the demo broker:

• Show trade ideas - show trade ideas on demo broker.
• Override selections - duplicate content for Casual from the main broker in the demo broker.

Demo broker creation

To create a demo broker, click Create demo broker in the upper right corner. In the window that appears, specify the settings that will be used for all accounts created in automatic mode. Click CREATE to save the settings of the created demo broker.

Name	Description
Account start balance	Demo-account start balance (e.g., 50 000)
Margin profile	default margin profile settings
Nettings settings	default netting settings
Tariff	default tariff settings
Aggregator settings	default aggregator settings
Tax profile	default tax profile

Aggregator settings: Default is the only important setting when creating a DEMO broker. It is needed to apply the settings to the automatically created general account for the instance. So this account will be used to set prices. Demo clients will only have access to the instruments that are available with the current aggregator settings. The other settings can be set from any of the available instruments sets.

Please note! The Demo environment option is only set for demo environments. Do not set it unnecessarily to avoid undesirable system behaviour.

After creation, the demo broker will appear in the list of brokers available to you. Demo broker settings are similar to those of a main broker.

Please note! The settings of the demo broker will not affect the settings of the main broker.