Getting Started
Daily Admin Checklist
Recommended daily routine for Propriotec administrators
Daily Admin Checklist
A recommended routine for managing your prop firm efficiently. Adapt this to your volume and team size.
Morning Routine
Check Your Dashboard
Start by reviewing the summary cards:
- How many open support tickets?
- Any unusual spikes in users or accounts?
Check the Economic News section for any high-impact events that might affect trading today.
Process Tasks (Top Priority)
Work through the Tasks page in order:
Process withdrawals promptly — traders notice delays and it affects your reputation.
Check Risk Management
There's no alert system, so you need to check manually.
Daily checks:
- Duplicate IPs — multiple accounts from same IP address
- Copy Trading — matching trades across accounts
- Hedging — cross-account opposite positions
If you spot something suspicious, use the Compare Tool to investigate further.
Review Support Tickets
- Check for unread tickets
- See if AI has resolved any automatically (check AI Resolution Statistics)
- Handle anything the AI couldn't answer
Weekly Tasks
Statistics Review
Check your business health:
- Sales trends — up or down vs last week?
- Pass/fail rates — are challenges calibrated correctly?
- Payout vs sales by region — where's your margin?
Profit Liability
Review your funded account liability:
- Total potential payouts if everyone withdrew
- Any whale traders building big profits?
- Plan your liquidity accordingly
Marketing Performance
If you're running campaigns:
- Check email flow open/click rates
- Review segment sizes
- Adjust targeting if engagement is low
Affiliate Commissions
- Review pending commissions
- Approve legitimate referrals
- Process affiliate payouts
Monthly Tasks
Quick Reference
| Frequency | Task | Location |
|---|---|---|
| Daily | Process Review Pending | Tasks |
| Daily | Process KYC | Tasks |
| Daily | Process Withdrawals | Tasks |
| Daily | Provision Live Accounts | Tasks |
| Daily | Check Duplicate IPs | Risk Management |
| Daily | Check Copy Trading | Risk Management |
| Daily | Check Support Tickets | Support |
| Weekly | Review Statistics | Statistics |
| Weekly | Check Profit Liability | Profit |
| Weekly | Approve Affiliate Commissions | Affiliates |
| Monthly | Plan Performance Review | Statistics |
| Monthly | Update Knowledge Base | Support Settings |