Register new clients

Learn how to register new clients via the Admin panel and create their profiles

Applicable to standalone solutions only

You can register clients in the Admin panel using their account numbers from respective trading platforms.

You must have the User — Manage permission to register new clients in the Admin panel and mange their profiles.

To register a new client and and create a client profile:

1

Expand the Clients menu.

2

Go to Users in the menu.

3

If you have several platform instances (such as MT4 or MT5), 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 Login field, enter the number of the client’s existing account. The account number must be unique and not already used for another client.

• In the Platform dropdown, select the respective trading platform.

Create a client

6

Click Create.

The new client profile will be created, assigned an identifier, and displayed in the list of users.

The personal data from the client’s account (if available) will be automatically pulled into the Admin panel, including:

• Email — the client's email address. If not specified in the account on the trading platform, the email will be assigned as follows: {account_number}@b2copymail.com.

• Name — the client's full name.

• Nickname — the client's nickname. Nicknames don't have to be unique. Emojis and any characters are allowed.

• Country — the client's country.

• City — the client's city.

• Communication language — the client’s preferred communication language. This setting doesn't affect the language of the Web UI.

If certain data is missing in the client’s account on the platform, the corresponding fields in the Admin panel will remain empty and can be filled in later manually.

Client profile