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
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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
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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.
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.
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:
For example, on the Masters, Investors, and Subscriptions pages, click this button to create new master accounts, investment accounts, or subscriptions for your clients.
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.
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.
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.
After entering or selecting a filtering value, press Enter to apply it.
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.
– the Create button is used to add a new entry.
– the Actions button is displayed if additional actions can be made from a page. Click the button to display an action list.
– the Edit button is used to drill down the data and access details.
– the Delete button is used to remove an entry.
– the Reset button is used to clear filters applied on a page.
To clear the applied filter, click
