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 SMS

  • Google — 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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