TR Settings
TR (Trading Room) Settings contain detailed configuration options used across the platform. This section covers email, templates, promotional emails, resolutions, reference data, integrations, and system jobs.
Email Configuration
Navigate to TR Settings → Email Configurations to set up email sending for the platform.
Configuration Options
- SMTP Provider — Select from SendGrid, AWS SES, or custom SMTP
- From Name — Display name for outgoing emails
- From Email — Reply-to email address
- API Key / Credentials — Authentication for the email provider
- Test Email — Send a test email to verify the configuration
Figure: Email provider configuration
Email Logs
Navigate to TR Settings → Email Logs to view a history of all emails sent by the platform.
- Recipient — Email recipient address
- Subject — Email subject line
- Template — Which template was used
- Status — Delivered, Bounced, Failed
- Sent Date — When the email was dispatched
- Open/Click — Whether the email was opened or links were clicked (if tracking is enabled)
Figure: Email delivery logs
Promotional Emails
Navigate to TR Settings → Promotional Emails to create and send marketing emails to your customer base.
Creating a Promotional Email
- Click Create Campaign.
- Enter the Campaign Name and Subject Line.
- Select or create an Email Template.
- Choose the Target Audience:
- All customers
- Filtered by country, status, activity, or custom segments
- Preview the email with sample data.
- Schedule or Send Immediately.
Figure: Promotional email campaign builder
Templates & Template Types
Templates
Navigate to TR Settings → Templates to manage all email and notification templates.
Each template includes:
- Name — Template identifier
- Type — Template category (see Template Types below)
- Subject — Default email subject line
- Body — HTML content with variable placeholders
- Variables — Available dynamic fields (e.g.,
{{customer_name}},{{amount}},{{date}})
Template Types
Navigate to TR Settings → Template Types to manage template categories.
Template types organize templates by purpose:
| Type | Examples |
|---|---|
| Registration | Welcome email, email verification |
| Transactions | Deposit confirmation, withdrawal notification |
| Trading | Margin call warning, position closed notification |
| KYC | Document approved, document rejected |
| Marketing | Promotional campaigns, newsletters |
| System | Password reset, security alerts |
Figure: Email template management
Resolutions & Resolution Types
Resolutions
Navigate to TR Settings → Resolutions to manage resolution options for complaints and disputes.
- Resolution Name — Display label (e.g., Refund Issued, Apology Sent, Account Adjusted)
- Description — Explanation of when this resolution applies
- Type — Link to a resolution type
Resolution Types
Navigate to TR Settings → Resolution Types to categorize resolutions.
- Type Name — Category label (e.g., Financial, Service, Technical)
- Active Resolutions — Number of resolutions in this category
Figure: Resolution management
Reference Data
Currencies
Navigate to TR Settings → Currencies to manage the currencies available on the platform.
- Code — ISO currency code (USD, EUR, GBP, etc.)
- Name — Full currency name
- Symbol — Display symbol ($, €, £)
- Decimal Places — Precision for amounts
- Status — Enabled or Disabled
Countries
Navigate to TR Settings → Countries to manage country settings.
- Country Name — Full name
- ISO Code — Two-letter country code
- Phone Code — International dialing code
- Status — Enabled or Restricted
Languages
Navigate to TR Settings → Languages to configure supported languages.
- Language — Language name
- Code — ISO language code (en, ar, es, etc.)
- Direction — LTR or RTL
- Default — Whether this is the default platform language
Figure: Currency, country, and language configuration
Third-Party Integrations
Navigate to TR Settings → Integration to configure external service connections.
Available Integrations
| Integration | Purpose |
|---|---|
| Payment Gateways | Process deposits and withdrawals |
| KYC Providers | Automated document verification |
| SMS Providers | Send SMS notifications |
| Trading Platforms | MT4/MT5 bridge connections |
| Analytics | PostHog, Google Analytics tracking |
| Communication | VoIP, chat integrations |
Each integration requires:
- API Credentials — Keys, secrets, or tokens
- Webhook URL — For receiving callbacks
- Configuration — Provider-specific settings
- Test Mode — Toggle between sandbox and production
Figure: Third-party integration settings
Cron Job Configuration
Cron Job Configs
Navigate to Settings → Cron Job Configs to manage scheduled background tasks.
- Job Name — Description of the scheduled task
- Schedule — Cron expression defining when the job runs
- Status — Enabled or Disabled
- Last Run — When the job last executed
- Next Run — When the job will next execute
- Result — Success or failure of the last run
Cron Job Logs
Navigate to Settings → Cron Job Logs for a history of all cron job executions.
- Job — Which job ran
- Start Time — When execution began
- End Time — When execution completed
- Duration — How long it took
- Status — Success, Failed, or Timed Out
- Details — Error messages or execution notes
Figure: Cron job configuration and logs
Regularly review cron job logs to ensure scheduled tasks are running successfully. Failed jobs may indicate configuration issues or service outages that need attention.