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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
User Documents - File Upload (KYC): Create Document Types - For consequent User File Upload