Does the admin panel have a setup wizard?

Quick answer

Yes. After your plan payment is confirmed, you land on a setup wizard that walks through the essentials: naming your firm, choosing its server name, picking a rule template and choosing the account sizes you will sell. Afterwards everything can be adjusted in the panel.

Detailed answer

The wizard turns a blank account into a working firm in a few minutes.

Before the wizard

When you return from checkout, the page waits for the payment confirmation from the payment provider. Your session is already active, so there is no second sign-in.

The steps

  1. Firm name: shown to traders; editable later.
  2. Server name: what traders type at login; locked once you create accounts.
  3. Rule template: a starting rule set you can refine in the rule builder.
  4. Account sizes: the account types to create.

After the wizard

  • Brand the terminal under Branding.
  • Review and refine rules under Rules.
  • Create accounts in bulk under Accounts.
  • Create API keys under Developer.

Why it asks for the firm name after payment

Every field before checkout is a reason to abandon it, and none of these answers are needed to take a payment. Asking afterwards keeps the purchase short.

PropExecutor team · Updated

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