Permissions for Admin panel users

Explore the available permissions that define user access and the actions users can perform in the Admin panel

Below are the list of permissions that can be assigned to user groups in the Admin panel:

Category
Permission type & description

General

View — Allows viewing main information in the Admin panel, including details in the Copy Trading, PAMM, and MAM menus.

Settings

  • View — Allows viewing all available settings in the Admin panel, including Copy Trading, PAMM, and MAM menus, as well as general platform settings such as fee calculation, symbol mapping, trade fee filter, SMTP settings, and more.

  • Edit — Allows changing all available settings in the Admin panel.

Account

Manage — Allows creating and deleting master and investment accounts within Copy Trading, PAMM, and MAM menus.

Link

Manage — Allows managing subscriptions between master and investment accounts, including creating, unsubscribing, and restoring subscriptions within Copy Trading, PAMM, and MAM menus.

Entity Settings

Edit — Allows changing parameters for master accounts, investment accounts, and subscriptions, including risk limits, fee plans, partner terms, and subscription parameters.

Financial Operations

  • View — Allows viewing financial information, such as account balances and transaction history.

  • Execute — Allows executing financial operations, including transactions, rollovers, and fee payments.

Reports

  • View— Allows viewing existing performance and operational reports, including data on subscriptions, traders, fees, and more.

  • Create — Allows generating new reports.

Logs

View — Allows viewing logs of actions on the B2COPY investment platform, including activities of Admin panel users and clients.

Personal Data

View — Allows viewing clients' personal data, including credentials, emails, IP addresses, and recent activity.

Users

Manage — Allows managing clients in the Admin panel, including creating, modifying, and removing client profiles.

Admin User

  • View — Allows viewing user groups and Admin panel users.

  • Edit — Allows managing user groups and Admin panel users, including creating, modifying, removing profiles, and managing access permissions.

Admin Operations

Execute — Allows executing specific admin actions in the Admin panel, including resyncing, closing positions, resetting limits, and loading historical data.

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