# Enable clients to select account groups when creating master and investment accounts in the Web UI

If you have several account groups created in your MT Manager, you can enable your clients to select one of those groups when creating their master and investment accounts in the Web UI.

The example below shows Step 1 of a master account creation procedure in the Web UI. At this step, a client can select if the account should belong to the group named **Copy Master Raw-Spread** or **Copy Master Standard Account**.

<figure><img src="https://1963181118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNxwcNnEuBTBq87kginPk%2Fuploads%2Fgit-blob-23913c79450891d8829c65b1729af53f32dd8848%2Ffront-account-groups.png?alt=media" alt="Create a master account – Step 1"><figcaption><p>Create a master account – Step 1</p></figcaption></figure>

To enable the option to select account groups in the Web UI, you must create **product groups** of certain types, and then **products** in the Back Office.

To enable copy-trading accounts, create product groups of the following types:

* B2COPY master account
* B2COPY investor account

To enable MAM accounts, create product groups of the following types:

* MAM master account
* MAM investor account

To enable PAMM accounts, create product groups of the following types:

* PAMM master account
* PAMM investor account

For example, if you have the **Standard** and **Pro** account groups in your MT Manager and want to allow your clients to create copy-trading master and investment accounts in those groups, you must create four product groups in the Back Office:

* the **B2COPY master account** group for **Standard**
* the **B2COPY master account** group for **Pro**
* the **B2COPY investor account** group for **Standard**
* the **B2COPY investor account** group for **Pro**

## Create product groups

Create a product group as follows:

{% stepper %}
{% step %}
Go to **Products** > **Groups**, and then click **+Create** in the upper-right page corner.

<figure><img src="https://1963181118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNxwcNnEuBTBq87kginPk%2Fuploads%2Fgit-blob-9cb333f346caf78a57e9994b1f011a89a6e23ab6%2Fback-product-groups.png?alt=media" alt="Products > Groups"><figcaption><p>Producs > Groups</p></figcaption></figure>
{% endstep %}

{% step %}
On the **Create group** page, fill in the following fields:

* In the **Type** dropdown, select the group type.

For copy-trading accounts, select:

* **B2COPY master account** – to enable copy-trading master accounts
* **B2COPY investor account** – to enable copy-trading investment accounts

For MAMM accounts, select:

* **MAM master account** – to enable MAM master accounts
* **MAM investor account** – to enable MAM investment accounts

For PAMM accounts, select:

* **PAMM master account** – to enable PAMM master accounts
* **PAMM investor account** – to enable PAMM investment accounts
* In the **Caption** field, enter the group name, for example, *Copy Master Standard Account*.

{% hint style="info" %}
Make sure to assign meaningful names to product groups. The names are displayed in a list of account type options that clients can select when creating their accounts in the Web UI.
{% endhint %}

* In the **Description** field, enter the product group description used in the Back Office.
* Make sure that **Enabled** is selected in the **Status** dropdown.

<figure><img src="https://1963181118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNxwcNnEuBTBq87kginPk%2Fuploads%2Fgit-blob-c3cab9c221521d6ca1adef54d021f155d0682aed%2Fback-create-a-product-group.png?alt=media" alt="Create a product group"><figcaption><p>Create a product group</p></figcaption></figure>
{% endstep %}

{% step %}
Click **Save** to create the product group.
{% endstep %}
{% endstepper %}

Repeat the steps of this instruction to create the required number of product groups.

## Create products

For each created product group, create a product.

For example, if you created four **product groups**:

* Copy Master Standard Account
* Copy Master Pro Account
* Copy Investor Standard Account
* Copy Investor Pro Account

you must create four **products** as well (one product per each group).

Create a product as follows:

{% stepper %}
{% step %}
Go to **Products** > **Products**.
{% endstep %}

{% step %}
Click **Create** in the upper-right page corner and select the platform in the dropdown.
{% endstep %}

{% step %}
In the **Create product** dialog box, fill in the following fields:

* In the **Platform Group** dropdown, select one of the groups created in your MT Manager.

{% hint style="info" %}
For MT5 only. Ensure the **Use default volumes** option is disabled for the selected group in your MT Manager.
{% endhint %}

* In the **Name** field, enter the name that you want to use for the product in the Back Office.
* In the **Group** dropdown, select an appropriate product group that you created in the Back Office, for example, *Copy Master Standard Account*.
* In the **Type** dropdown, select **Trade**.

<figure><img src="https://1963181118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNxwcNnEuBTBq87kginPk%2Fuploads%2Fgit-blob-a7f41db98b4c13f0a1b529359de2e494fcd9d92b%2Fback-create-a-product.png?alt=media" alt="Create a product"><figcaption><p>Create a product</p></figcaption></figure>
{% endstep %}

{% step %}
Click **Save** to create the product.
{% endstep %}

{% step %}
On the **Edit product** page, specify the following settings:

* In the **Status** dropdown, select **Enabled**.
* In the **Caption** field, enter a caption that you want to use for the product in the Back Office.
* In the **Leverage** field, enter one or several leverage ratios that clients can select when creating accounts in the Web UI.
* In the **Default leverage** field, enter a leverage ratio that will be offered as the default one.
* In the **Rights** and **Default account rights** dropdowns, select product permissions. The same permissions should be selected in both fields.

The permissions that should be assigned to each product type are listed in the following table:

<figure><img src="https://1963181118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNxwcNnEuBTBq87kginPk%2Fuploads%2Fgit-blob-fb276032ccb69a1a464bb27907d082d8b8e6c33e%2Fback-permissions-table.png?alt=media" alt="Product permissions"><figcaption><p>Product permissions</p></figcaption></figure>

* In the **Max accounts** field, enter an integer value to define the maximum number of accounts that clients can create when using this product. To set no limit on the number of accounts, specify **-1**.

<figure><img src="https://1963181118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNxwcNnEuBTBq87kginPk%2Fuploads%2Fgit-blob-956800314a9167eb649a3d80d9fb75ed8f3353ca%2Fback-product-settings.png?alt=media" alt="Configure product settings"><figcaption><p>Configure product settings</p></figcaption></figure>
{% endstep %}

{% step %}
Click **Save** to apply the changes.
{% endstep %}
{% endstepper %}

Repeat the steps of this instruction to create the required number of products.

When creating master and investment accounts in the Web UI, clients can now select the groups in which they want to include them.
