Home Back Office guide System Settings

Settings

Information Showing

Enable or disable the settings in this section to display or hide wallets and profile identifiers in the Wallets, History and Profile sections of the B2Core UI.

Bonuses

Use the following options to configure the automatic process for crediting bonuses to clients when transferring funds to their trading accounts as well as the process for burning of bonuses when clients withdraw funds from their trading accounts.

Autocreate from deposit

If Enabled, a bonus program is enabled for clients once they deposit funds to their trading accounts. Bonuses are credited to client trading accounts and assigned the Active status. (To learn more, refer to How to automatically credit bonuses to clients upon deposits).

Autocreated bonus percent

The percentage of a transfer amount that is credited as a bonus to a client’s trading account. This option only works along with bonus presets and doesn’t apply to temporary bonuses. (To learn more about bonus presets, refer to How to create a bonus preset).

Auto Bonus Limit

The maximum bonus amount that can be credited to a client’s trading account automatically. If a calculated bonus amount is greater than the specified limit, only the maximum allowed amount is credited to the account.

Auto Bonus Minimum

The minimum amount that a client must transfer to their trading account to trigger automatic bonus allocation. This amount applies to each transfer operation made on an account, and it doesn’t relate to an overall sum of deposits made by a client.

Burn if balance < 0

If Enabled, a bonus program is disabled for a client’s trading account and bonuses burn once equity on the account becomes less than the account credit: Equity < Credit.

Burn on withdrawal

  • If Disabled, when a client makes a withdrawal from their trading account, bonuses credited to this account don’t burn.

  • If Enabled, when a client makes a withdrawal from their trading account, all bonuses credited to this account burn and are marked as Expired.

Metatrader 4

  • Partner program enabled – if enabled, then clients can see their agent account’s identifier in the MT4 trading account details.

  • Cashback value – a fixed amount in relative units (not percentage) that will be paid to traders as a cashback for each traded lot. The cashback amount can be either integer or decimal number. The calculation formula is: cashback = lots amount × cashback value.

  • Cashback currency – a cashback currency in which the trading volume will be calculated and cashback will be credited. Cashback currency has to match an MT4 account currency, otherwise a trader will not be able to receive a cashback. Refer to How to set a cashback for more information.

  • Account destination type — trade or personal.

    If the trade type is selected, the cashback will be credited to the account from which the trades were made. If the account currency does not match the currency set in Cashback currency, the cashback will be credited to another client’s account on the same platform, nominated in the corresponding currency.

    If the personal type is selected, the cashback will be credited to the client’s personal-type account, nominated in the corresponding currency.

Metatrader 5

  • Partner program enabled – if enabled, then clients can see their agent account’s identifier in the MT5 trading account details.

  • Cashback value – a fixed amount in relative units (not percentage) that will be paid to traders as a cashback for each traded lot. The cashback amount can be either integer or decimal number. The calculation formula is: cashback = lots amount × cashback value.

  • Cashback currency – a cashback currency in which the trading volume will be calculated and cashback will be credited. Cashback currency has to match an MT5 account currency, otherwise a trader will not be able to receive a cashback. Refer to How to set a cashback for more information.

  • Account destination type — trade or personal.

    If the trade type is selected, the cashback will be credited to the account from which the trades were made. If the account currency does not match the currency set in Cashback currency, the cashback will be credited to another client’s account on the same platform, nominated in the corresponding currency.

    If the personal type is selected, the cashback will be credited to the client’s personal-type account, nominated in the corresponding currency.

Google ReCaptcha

When enabled, Google ReCaptcha is added to the Sing Up and Sign In pages of the B2Core UI. To enable Google ReCaptcha, specify your ReCaptcha key and secret values (for details, refer to How to add Google ReCaptcha).

Google Authenticator

Specify the Service name to display in the Google Authenticator app.

Mobile Authorization

Clients can sign in to the B2Core UI by scanning QR codes displayed on the Sign In page using the mobile app to which they have already been signed in.

To limit the QR code lifetime, specify the number of minutes a QR code is valid in the Lifetime (minutes) field (the default value is 2).

To hide QR codes from the Sign In page, specify 0 or leave this field empty.

User Confirmation Settings

Limit the number of client attempts to confirm authorization or password change.

Amount of Tries

Permissible number of unsuccessful email confirmations (withdrawals, registration, password reset, 2FA disable request, password recovery). Defaults to 5. If exceeded, the system blocks new attempts for a Client Confirmation Block Time.

Client Confirmation Block Time

Period of time during which email confirmations will be unavailable after exceeding Amount of Tries limit. Defaults to 10 minutes.

Client Confirmation Failed Interval

Period of time during which new attempts of email confirmation are taken into account.

Confirmation Try Limit

Permissible number of unsuccessful confirmation via email or 2FA attempts. Defaults to 5.

User Auth Settings

Limit the number of client attempts to sign in to the B2Core UI or change client passwords.

Sign in Tries Before Blocking

Permissible number of unsuccessful authorization attempts. Defaults to 5.

Client Block Time

Period of time during which new attempts to log in will be unavailable after exceeding Sign in Tries Before Blocking limit.

Client Auth Failed Interval

Period of time during which new attempts to log in are taken into account.

Client Settings

If Unique phone option is enabled, a new client cannot register in the system with a phone number that was previously used for registration. Applicable only for clients using a phone number to register.

Register settings

If Auto password generation options is enabled, the passwords for newly registered clients are automatically generated.

Weblate

Specify endpoint, project, and API key to set up integration with the Weblate platform.

Exchange

Set up lifetime interval for exchange rates in the B2Core UI.

SlackBot

In the Bot token field, specify a token for managing your Slack bot (to learn how to obtain a Slack bot token, refer to How to set up a Slack bot).

Root folders

This section displays a list of all root folders created in General > Clients > Client details > Files. You can grant selected users the right to access root folders by specifying their email in the details tab of the root folder. To do that, click the edit button on the left of the root folder name. If a client has two root folders with identical names, the list will only display one of them, and any root settings you set to one of such folders will automatically apply to the other folder too.

Other settings

  • Confirmation phone code lifetime – the number of seconds a verification code sent to a client phone number is valid.

  • Sms limit for each recipient – the maximum number of verification code messages that can be requested by a client per day.

  • User-admin Session Between 1 – 120 (min) – the session time limit for Back Office users, in minutes. By default, it is set to 24. After reaching a specified time limit, users are automatically signed out of the Back Office.