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Broker Settings

Broker CRM settings walkthrough

Configure client groups, KYC workflows, and dealer permissions from the admin portal.

Written by
The ActTrader team
Published
Reading time
1 min
Format
Video

The walkthrough video for this post is being prepared. The written steps are below.

This walkthrough covers client groups, KYC stages, dealer desk permissions, and liquidity profile assignment. Replace the video URL in Studio with your official recording when ready.

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