Manage user groups

Learn how to create user groups, assign and modify their permissions, and add users to control their access to the Admin panel

User groups allow you to organize Admin panel users and assign them specific permissions based on their roles and responsibilities.

You must have the Admin User — Edit permission to create user groups, change their permissions, add users, or delete groups.

Create user groups

To create a user group:

1

Expand the Admin Management menu.

2

Go to Groups in the menu.

Groups in the Admin Management

3

If you have several platform instances (such as MT4, MT5, or cTrader), make sure you are in the correct instance, or go to it using the switcher in the upper-left page corner.

4

Click Create in the upper-right page corner.

5

In the popup that appears, fill in the following fields:

• In the Group name field, enter a unique name for the group. Latin letters, numbers, and spaces are allowed.

• In the Rights dropdown, select the permission that you want to assigned to the group.

  At least one permission must be selected to create the group. The permissions can be modified after the group is created.

6

Click Create.

The newly created group is assigned an identifier and appears in the group list. You can then add users to the group, modify its permissions, or remove it if no longer needed.

Modify permissions assigned to user groups

You can change the permissions assigned to existing user groups to control Admin panel access for the users included in the group.

To modify user group permissions:

1

Expand the Admin Management menu.

2

Go to Groups in the menu.

3

If you have several platform instances (such as MT4, MT5, or cTrader), make sure you are in the correct instance, or go to it using the switcher in the upper-left page corner.

4

Select the group and click its identifier in the Id column to open the group details.

5

On the Group tab, enable or disable the checkboxes for the required permissions.

For more details about the permissions, refer to Permissions for Admin panel users

Group permissions

6

Click Save to apply the changes.

Add users to groups

To include an existing user to a group:

1

Expand the Admin Management menu.

2

Go to Groups in the menu.

3

If you have several platform instances (such as MT4, MT5, or cTrader), make sure you are in the correct instance, or go to it using the switcher in the upper-left page corner.

4

Select the group and click its identifier in the Id column to open the group details.

5

Go to the Admin Users tab.

This tab lists all users already included in the group.

6

To add a user to the group, click Add administrator in the upper-right corner.

7

In the popup that appears, select the user you want to add to the group. The list includes all registered Admin panel users from Admin Management > Admin Users.

Add a user to the group

8

Click Add.

The user will be added to the group, appear in the Admin Users tab, and receive all permissions assigned to that group.

Remove user groups

You can remove user groups that are no longer needed.

Groups can only be removed if they don’t include any users on the Admin Users tab in the group details. If a group has assigned users, you must remove them or reassign to other groups before removing it.

To remove a user group:

1

Expand the Admin Management menu.

2

Go to Groups in the menu.

3

If you have several platform instances (such as MT4, MT5, or cTrader), make sure you are in the correct instance, or go to it using the switcher in the upper-left page corner.

4

Select the group that you want to remove and click the bin icon in its row.

5

Confirm the deletion in the popup.

The user group will be removed.