Register new clients with email addresses

Learn how to register new clients with email addresses in the Back Office, enabling them to sign in to the Web UI for copy trading, PAMM, or MAM

You can register new clients via the Back Office. After that, they can sign in to the Web UI with their credentials to get started with copy trading, PAMM, or MAM.

Alternatively, clients can register themselves on the Sign Up page of the Web UI.

You can register new clients via the Back Office only if you have the necessary permissions to manage clients.

Register a new client via the Back Office as follows:

1

Go to Clients > General.

2

On the General page, click +Create in the upper-right page corner.

3

In the Create client popup, enter your client's email address and click Save.

The client's profile has been created in the system and added to the clients list displayed on the General page.

You can click the Edit client button located in the client row to enter additional information about the client and configure various settings in the client’s profile.

Newly registered clients are assigned the Active status in the Back Office and are now able to sign in to the Web UI with their email addresses and passwords.