General interface overview

Explore the general interface of the Investment Platform in the Back Office, including navigation, table actions, filtering, sorting, and pagination for managing accounts and subscriptions

Expand Investment Platform in the main menu to access the B2COPY functionality in the Back Office. Depending on your requested configuration, you may have one or more platform instances, such as for MT4, MT5, and cTrader.

Investment Platform

Upon clicking a specific platform instance, the B2COPY, Pamm, Mam, and Settings menu items are displayed. The list of displayed menu items also depends on your requested configuration.

Use them to manage settings and subscriptions as well as master and investment accounts related to a selected service.

Menu items

Common options

Data on the Back Office pages is typically organized in tables. The following common options can be found on most pages related to the investment platform:

– the Create button is used to add a new entry.

For example, on the Masters, Investors, and Subscriptions pages, click this button to create new master accounts, investment accounts, or subscriptions for your clients.

The Ceate button on the Masters page

– the Actions button is displayed if additional actions can be made from a page. Click the button to display an action list.

The Actions button on the Edit Subscription page

– the Edit button is used to drill down the data and access details.

For example, on the Masters, Investors, and Subscriptions pages, click this button to view detailed information about a selected account or subscription, as well as modify account and subscription settings.

The Edit button on the Subscriptions page

– the Delete button is used to remove an entry.

– the Reset button is used to clear filters applied on a page.

Filtering and sorting

Throughout the Back Office, table data can be sorted and filtered.

The columns by which you can sort data are marked with down and up arrows (↓↑) displayed in column headers (no arrows are displayed when sorting is unavailable). You can click these arrows to sort data in ascending or descending order, by a single column at a time.

Sorting options

Along with a sorting order, you can specify filtering options. When filtering is available, the input fields are displayed under column headers. The inputs vary depending on a data format, such as text, number, or options list.

The filter applied to the Investor login column

After entering or selecting a filtering value, press Enter to apply it.

To clear the applied filter, click

Pagination

For your convenience, table data can be displayed across multiple pages. In the View dropdown displayed at the top and bottom of a page, you can select the number of records you want to display on that page.

Click Prev and Next, or a specific page number to move between pages.

Pagination