Interface Support / Tutorial Videos

Administrator Interface

• First-time login using the credentials provided by email
• Accessing the Settings Menu – Enabling Modules
• Create a New User Profiles Group – “PI Group / Private Investors Group”
• User Registration Form Options - Activating and Customizing Individual and/or Business Profiles
• Select Initial Active Currencies
• Create Account Types and define User Profile Groups that will have access to that Account Type
• Create Interest Generating Account Types
• Create Term Deposit Account Types
• Create Transaction Fees
• Create Administrator Classes – Custom Permissions Templates to apply to each Administrator Profile
• User Registration – Using Registration Form
• New User Registration – Approval and User Profile Creation
• New User Registration – Using Internal Profile Creation
• Create Account for User
• Establish Incoming Wire Instructions for Users
• Create a Sub-Administrator with specific Permissions
• Important Notices and News Page: News and Notifications – Add News
• Manual Transactions – Debit Account Using the Revenue Account
• Manual Transactions – Credit Account Using the Revenue Account (Transaction Reversal)
• User Documents - File Upload (KYC): Create Document Types – For consequent User File Upload
• Cards Management: Create Card Types for Users

User Interface

• User First Login - After receiving credentials by email
• User First Login – Obtain Security Key for all Outgoing Payments
• User – Profile Update and Document Upload
• User – Transfers – Transfer to Another User
• User – Transfers – Incoming Wire Transfer
• User – Transfers – Outgoing Wire Transfer
• User – Transfers – Transfer between Accounts

Manual Transactions – Credit Account Using the Revenue Account (Transaction Reversal)