Settings tab
On this tab, you can configure various client profile settings, which are grouped under the following sections:
Settings
In this section, you can select a communication language and set a color to be applied to a client’s requests:
Communication Language
The language in which communication with a client is conducted. For a list of supported languages, refer to Localizations.
Request color
The color used to highlight requests from a client that are displayed in the Requests section.
You can click the gray input field and pick the color from a palette. Alternatively, you can specify the color name, or define its HEX or RGBA value.
2FA
In this section, you can learn about 2FA (two-factor authentication) options configured for a client:
SMS — if
enabled
, a client receives 2FA verification codes using SMSGoogle — if
enabled
, a client receives 2FA verification codes using the Google Authenticator app
Rights
In this section, you can override the permissions granted to a client based on the obtained verification level. The permissions determine which kinds of operations the client is allowed to make in the B2CORE UI.
Verification
If selected, clients are allowed to obtain a higher verification level in the B2CORE UI.
Converter
If selected, clients can exchange funds in the B2CORE UI.
Deposits
If selected, clients can deposit funds in the B2CORE UI.
Withdrawals
If selected, clients can withdraw funds in the B2CORE UI.
Internal transfer
If selected, funds can be transferred from one client to another within the same B2CORE system.
Overwrite with explicit settings
After enabling or disabling specific permissions for a client, select this option, and then click Save to apply the changes. The permissions that don’t correspond to the current verification level of a client are marked with *
.
Options
In this section, you can limit the maximum number of demo and live trading accounts available to a client.
The number of demo accounts can be limited for any trading platform providing the capability to create demo accounts.
The values specified on this tab override the default system limits defined in the Products section.
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