Trade Tech Solutions | CFD

A complete detailed reference guide on how the Accounts Tab on Overview Dashboard works.

Overview Dashboard - Accounts

A detailed guide on Pending Tasks Dashboard

Pending Tasks Dashboard

An overview on the Firm Statistics Dashboard

Firm Statistics Dashboard

An overview of the Payouts tab in Overview Dashboard

Overview Dashboard - Payouts Tab

An introduction to the Orders Tab on the Overview Dashboard

Overview Dashboard - Orders Tab

An introduction to the Positions Tab in the Overview dashboard

Overview Dashboard - Positions Tab

Email Templates

Marketing Dashboard

Affiliate Dashboard

An overview of the User Retention Dashboard

User Retention Dashboard

An overview of the Affiliate Payouts section.

Affiliate Payouts

TradeTechSolutions

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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