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Paymaster Portal

  • return payments count when click load specific user payments table
  • Paymaster Edit Specific Page Copy Members Edit remove some field such as paymaster - restrict paymaster not to edit password, email , account type - only allow paymaster to edit active - paymaster can create new user - paymaster cannot delete a user that has a payment status - remove filter on paymaster since paymaster can only view all his members Referral Page
  • add create new referral page which will just send an email link /note only admin can create a user
  • add a button on paymaster portal to view all the document uploaded
  • add a button for paymaster to see kyc

Connect Api ( paymaster )

  • Requirement Ctrader Login
  • Broker
  • Bank Accounts When a paymaster connect api
  • this will load all their trading accounts
  • paymaster then can add user to each of their live trading account
  • members can then view the trading history of that trading account

Referral by Email

  • User Registration Page / Private Invitation Email - user email, user name - default email template for invitation - custom email invitation
  • User will fill up all details when they click email link
  • Sponsor is already link, Paymaster is already link
  • user fills this field - fname,mname,lname,suffix,email,username,mobile,dob, password, addresses

User Process When Created to Referral Email When a Admin/Paymaster send an invitation link A user click the email link then it will create a new User then send an email with custom random password User can then use their email to log in with email and pass

  • Add a middleware for user not to show other options unless they are active

  • being active means they filled up their info and passed KYC

  • they have download the proper documents and signed it and upload it

  • then after that user can view payment

  • add a payout gateway

  • and view request payout

  • on their dashbord they can see if their subscriptionn is active

  • the trading account history

  • Gateway

  • when you create a forpayout gateway that will be visible as accepted gateway for your members

  • So that when the user will add their payout details, this will prepopulate the field of type, when user pick bank_deposit it will all load all the bank_deposit type of specific paymaster

Member on making a Payment

  • User will create a new Gateway with type being pre-populated with ['bank_deposit','remittance','paypal','cash_on_hand'], gateway is active by default
  • User can only add the value fields the field name will be readonly
  • Member will just filled up only Amount
  • and the payment gateway they want to be paid
  • once they submit it the paymaster/admin can view the payments
  • paymaster can download all non paid payments in bulk in zip file or excel for easy viewing
  • paymaster can select the type of download ['bank_deposit'] etc.

  • Connect Api

  • Can Be Used to give permission to all trading account

  • If the paymaster click this again they can , modify the trading account they want to have

  • they can add or delete

  • If the User remove the Trading account ID, on select

    • it will affect the database

    Add a Refersh token button