Register new clients with MT account logins (only for a standalone solution)
PreviousRegister new clients with email addressesNextAdd a profile picture and nickname to a client profile
Last updated
Last updated
In the Back Office of a standalone B2COPY solution, you can register new clients using their existing MetaTrader (MT) account logins as unique client identifiers.
Configure the Registration wizard to accept client MT account logins (instead of email addresses) as unique client identifiers:
Go to System > Wizards.
On the Wizards page, select Registration in the Type dropdown to quickly find the Registration wizard.
In the Registration wizard row, click the Edit button.
On the Edit Wizard page, go to the Workflow tab, and then click the Edit button located in the Basic Information row.
Go to the Custom fields tab and configure the email, password, and info fields.
Click the Edit button located in the email row.
For the email field, fill in Main field settings and Field attributes as follows:
In the Type dropdown, select input.
In the Enabled dropdown, select enabled.
In the Label field, enter the field caption, such as "MT Account ID".
In the Rules field, select required. This rule indicates that the field is required.
Click Save to apply the changes.
Click the Edit button located in the password row.
For the password field, fill in Main field settings and Field attributes as follows:
In the Type dropdown, select passwordButton.
In the Enabled dropdown, select enabled.
In the Label field, enter the field caption, such as "Password".
In the Rules field, select the following rules: required (indicates that the field is required), password_length (indicates that a password must be of a certain length), and password_content (indicates that a password must include certain characters).
Click Save to apply the changes.
Click the Edit button located in the info row.
If the info field hasn't been created yet, click the +Add button located in the upper-right page corner to add the field.
For the info field, fill in Main field settings and Field attributes as follows:
In the Type dropdown, choose select.
In the Enabled dropdown, select enabled.
In the Label field, enter the field caption, such as "Platform".
In the Rules field, select required. This rule indicates that the field is required.
In the Options type (endpoint), specify the URL of a specific API resource that returns available platforms on which client MT accounts can be opened.
In the Options type (type), select the field returning platform names.
Click Save to apply the changes.
It's now possible to register new clients in the Back Office by entering their MT account logins and platforms on which those accounts were opened. Moreover, the MT Account Login, Password, and Platform fields configured in the Registration wizard are now displayed on the Sing in page of the Web UI. In order to sign in to the Web UI, clients must enter their MT account logins and passwords, and then select platforms.
After you have configured the Registration wizard to accept MT account logins, you can register new clients in the Back Office using their existing MT account logins.
You can register new clients via the Back Office only if you have the necessary permissions to manage clients.
Go to Clients > General.
On the General page, click the +Create button located at the upper-right page corner.
In the Create client window, fill in the following fields:
In the MT Account ID field, enter the MT account login of your client.
In the Platform field, enter the platform on which the account was opened.
Click Save to register the client.
The client's profile has been created in the Back Office and added to the clients list displayed on the General page.
You can click the Edit 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 MT account login and password. In addition, the clients have their payment accounts created.
