How to integrate B2TRADER
This instruction describes how to create a platform, product group, and product that are required for enabling B2TRADER via the Back Office.
Before you start configuring the B2TRADER platform and product in the Back Office, make sure that a connection to B2TRADER has already been set up by your account manager who is assigned the permissions to manage external connections.
How to create a platform for B2TRADER
To create a platform for B2TRADER:
Navigate to Products > Platforms.
Click Create in the upper-right page corner, and then select B2TRADER in the dropdown.
In the Create platform popup, fill in the following fields:
In the Name field, enter a name that you want to use for the platform.
In the Caption field, enter a caption that will be applied to the platform in the Back Office.
In the Available connection providers dropdown, select B2TRADER.
In the Connection dropdown, select B2TRADER.
Click Save to proceed.
On the Edit platform page, specify the following settings:
In the Short caption field, you can optionally specify a short platform name.
Make sure that No is selected in the Demo dropdown.
In the Status dropdown, select Enabled.
In the Client email dropdown, select Real or Fake.
In the FrontOffice Client ID and FrontOffice Client Secret fields, specify the client ID and secret key value to access the B2CORE UI.
In the BackOffice Client ID and BackOffice Client Secret fields, specify the client ID and secret key value to connect to the B2CORE Back Office.
Click Test connection to validate the connection settings.
The checkmark displayed on the Test connection button indicates that the connection has been configured properly.
After the connection settings have been successfully validated, click Save.
How to create a product group for B2TRADER
To create a product group for B2TRADER:
Navigate to Products > Groups.
Click +Create in the upper-right page corner.
On the Create group page, fill in the following fields:
In the Caption field, enter a caption that you want to use for the group.
In the Description field, enter a group description.
In the Type dropdown, select Default.
Click Save to create the product group.
How to create a product for B2TRADER
To create a product for B2TRADER:
Navigate to Products > Products.
Click Create in the upper-right page corner, and then select B2TRADER in the dropdown.
In the Create product popup, fill in the following fields:
In the Platform group dropdown, select B2TRADER.
In the Currency dropdown, select one or more currencies that you want to enable for the product.
In the Name field, enter a name that you want to use for the product.
In the Group dropdown, select the previously created product group.
In the Type dropdown, select Personal.
Click Save to proceed.
On the Edit product page, specify the appropriate settings for your product:
In the Rights and Default account rights dropdowns, select the required permissions that will be applied to the product (such as
Enabled,Deposit,Withdraw,Visible,Transfer deposit,Transfer withdraw, andExchange).In the Max accounts field, enter an integer value to define the maximum number of accounts that clients can create when using this product.
To set no limit on the number of accounts, specify -1.
To forbid clients to create accounts, specify 0.
In the Auto creation on login dropdown, select either of the two values:
Yes – to create the product automatically for all clients upon their first sign in to the B2CORE UI.
No – to create the product manually.
In the Status dropdown, select Enabled.
If you want to enable additional currencies for the product, add them on the Currencies tab.
You may also want to configure the other product settings available on the Edit product page.
Click Save to create the product.
All settings changes made on the Edit product page will directly impact how the product is displayed and functions in the B2CORE UI for clients.
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