The ability to create, assign and edit roles for employees has been added in UTIP CRM 2.12.0.0. Now the broker can create an unlimited number of roles with the necessary set of rights.

A role is a list of rights for a group of employees. When a broker assigns an employee a role in CRM, he is immediately assigned the rights specified for it.

Any number of roles

If in previous versions of CRM 4 types of roles were built in by default, now the broker can create a list of roles customized for his company with all business processes. This will significantly reduce the time for adding rights to new employees. 

Editing rights in one tab

Changing the rights of current employees has also become easier. For example, if you want to add the right to call from CRM to all employees with the role of «Sales Manager», you just need to enable it in the role settings.

At the same time, the broker still has the opportunity to add / remove rights to each employee individually. In this case, the system will assign the role “Other” to it.

If you have any questions about the new features of CRM 2.12.0.0, please contact the sales department.

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In the period of 21st till 23th of May 2019, the largest Forex iFX EXPO was held in Limassol (Cyprus). UTIP company became an exhibitor along with other large companies and Forex brokers, payment systems, providers, banks, media, etc.

At the iFX EXPO, UTIP presented the White Label exchange programfor the UTIP platform license. As part of the program, we discussed the pitfalls and unfair conditions of the White Label, and offered brokers to become a Prime Label on special terms.

For 2 days of the exhibition we managed to talk with current customers and established new business contacts with more than 70 companies.

Follow all the news in the Newssection on our website.

UTIP company will take part in the biggest Forex exhibition iFX EXPO, which will take place from 21st to 23rd of May in Limassol (Cyprus). During the exhibition we will present new company of transition from White Label to UTIP.

Look for our representatives at the stand #95.

We are going to iFX EXPO to tell about unfair conitions of White Label conditions and what providers are hiding. Furthermore, we will offer unique profitable conditions of transition from White Label to UTIP.

For those, who are not part of a White Label we will present a company “Become UTIP provider”. 

See You at the exhibition! 

More information about exhibition: https://ifxexpo.com/cyprus2019/. 

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