Branches, Offers, Roles

In our system, there is a distinction between multiple layers of account attributes. In general, the account operates within the frames of a given: Branch, Offer(s), and Role. Each section has an explanation of a particular layer.

During the initial setup, offers, branches, and roles are created by Match-Trade by default. The broker can manually add more of them at any time from the CRM. It is not possible to create or edit branches, offers, or roles via the broker API.