Account Creation - Step-by-Step Guide

Guide: Account Creation - Step by Step

🧭Guide: Account Creation - Step by Step

This guide explains how to create a customer account (FIAT or CRYPTO) in the platform.

Step 1: Accessing the Account Creation Feature

Step 1.1: Navigate to the Customer

  1. Go to the "Customers" tab.

  2. Locate the desired customer.

  3. Click the view icon (eye).

Step 1.2: Access the "Accounts" Menu

  1. Inside the customer panel, open the "Accounts" tab.

Step 1.3: Start the Account Creation Process

  1. Click the "Add Account" button.

  2. You will be taken to the account creation form.

Step 2: Filling Out Basic Information

Step 2.1: Define Account Name

  1. In the "Account Name" field, enter a descriptive label.
    Example: “Main BRL Account”, “USDT Trading Account”.

Step 2.2: Select Account Type

  1. Choose between:

    • FIAT (for traditional currencies)

    • CRYPTO (for cryptocurrencies)

Step 3: FIAT Account Configuration

Step 3.1: FIAT-Specific Fields

  1. Select the Currency (e.g., BRL, USD).

  2. Fill in Bank Information:

    • Bank Name

    • Account Number

    • Branch Number

Step 3.2: Debt Limit Configuration

  1. Enter the Debt Limit.

  2. Example:

    • Balance: R$ 100.00

    • Debt limit: R$ 1,000.00
      → Total available: R$ 1,100.00

Step 4: CRYPTO Account Configuration

Step 4.1: CRYPTO-Specific Fields

  1. Choose the desired cryptocurrency (e.g., USDT, BTC, ETH).

  2. Set the Crypto Debt Limit.
    Example:

    • Balance: 50 USDT

    • Debt limit: 200 USDT
      → Total available: 250 USDT

Step 4.2: Wallet Address Configuration

  1. In the "Wallet Address" field, insert the wallet hash.

  2. Double-check the address for accuracy before confirming.

Step 5: Finalizing Account Creation

Step 5.1: Final Actions

  • Cancel:

    • Discards all input and returns to the previous screen.

  • Confirm:

    • Creates the account.

    • The associated currency is automatically enabled for the customer.

Step 6: Creation Result

Step 6.1: Automatic Currency Activation

  1. The currency will now be visible to the customer.

  2. It becomes available for trading and other operations.

Step 6.2: Ready for Further Configuration

  1. Use the “Trading Paths” tab to configure trading pairs.

  2. Combine this currency with others for trading options.

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