Configure
Configure is the same 15-section surface as the onboarding wizard, reopened post-launch with every section freely navigable. A few sections worth calling out:
- Trading Platform also holds Platform Downloads — per-OS installer URLs (Windows, macOS, iOS, Android). Leave a field blank to fall back to the generic platform links, or point them at your branded installers.
- Branding — brand colors, logos, and page metadata (site title, search description, social preview image), with a live UI preview. Page metadata is overwrite-only once set: blanking a field does not revert it.
- Pipeline Steps — includes the KYC verification method (manual vs SumSub, with provider credentials).
- Job Scheduling — enable, disable, and set the frequency of scheduled background jobs.
Regions & rules
Region groups and rule sets have a dedicated editing surface beyond their Configure steps:
- Region Groups map countries to jurisdictions. A “Stranded Jurisdiction” report at the top lists clients whose country no longer maps to their assigned region group (typically after a country was moved); “Recompute” reassigns everyone whose country now maps to exactly one group and flags the rest for manual review. Removing a country from a group warns you it will strand those clients’ jurisdiction.
- Rule Sets define, per jurisdiction: which actions are allowed and their prerequisites (e.g. KYC before withdrawal), which registration fields clients must provide, and the trading-profile questionnaire. Each rule set keeps its own audit log. Deleting a rule set deletes its rules and history with it.
Team & roles
The Manage area administers your management team (not clients):
- “Invite User” — invite an Owner (only owners can do this) or a Manager, optionally with a custom role. Pending invitations can be resent; members can be suspended (with a reason) and reactivated.
- Roles & permissions control which pages and which client data each role reaches. Every role has a client visibility setting — “View all clients” or “View my clients only” (enforced server-side, not just hidden in the UI). Permissions are granular per-resource checkboxes, with presets to start from: “Brokerage Setup”, “User Manager (limited)”, and “User Manager (full)”.
- The Owner role is read-only in the editor — it implicitly has full access. Built-in roles can be edited but not deleted; deleting a custom role with members requires choosing a replacement role first.