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3. How to Create a Role
Creating a custom Role in Wifox Business Core Solution lets you precisely control which modules a...
9. How to Manage Transactions
The Transactions section is designed to view and monitor all transactions that were created in CR...
3. How to Create a Client
Use the Clients module to add key contacts or corporate accounts into Wifox. Depending on your bu...
7. How to Automate Affiliate Hubs
Automating your affiliate hubs lets you route incoming clients to the right desks without manual ...
3. How to Create an Employee
Whether you need to update a user’s details, reassign them to different Projects, or completely r...
4. How to Edit a Client
Once a client exists in Wifox, you can fine-tune their profile, track interactions, upload docume...
2. Integrations: Telephony
The Integrations module supports telephony providers such as CommPeak, CrocoCalls, Voiso, Imperit...
6. How to Filter and Search Clients
Efficiently managing your client base requires both pinpoint searches and flexible filtering. In ...
10. How to Work With Affiliate Hub Dashboard
Employees and Affiliates can access analytics only when the relevant permission is enabled in the...
5. Trading: Orders
The Orders page is the operational workspace for viewing, filtering, creating, and editing client...
Release 1.30.0
🖥️ CRM & User Experience Improving the speed, layout, and daily usability of the management inte...
Release 2.19.0
📈 Trading & Market Execution Refining the core trading experience with better precision, reporti...
1. Roles: Overview
The Roles module is the heart of your access-control framework in Wifox Business Core Solution. I...
8. Roles Ranking
Roles are arranged by rank to control who can create or assign roles at different privilege level...
5. How to Search for a Role
When your organization has many custom roles, finding the exact one you need can be cumbersome. T...
4. How to View Users Assigned to the Role
Before assigning permissions or troubleshooting access issues, it’s crucial to know exactly who h...
6. How to Edit a Role
Over time, your organization’s needs may evolve: you might need to grant additional permissions t...
10. How to Manage Banks
The Banks section stores information about the details of the banks in use. This section is direc...
4. How to Set Company Fees
To set Network fees for cryptocurrencies, you can configure them when adding a cryptocurrency in ...
8. Configurations: Verification levels
In Configurations, Verification Levels play a key role in managing the client verification proces...