How to use the cabinets in the CopyTrader project: Step-by-step guide
Greetings, friends!
Today we will look in detail at which cabinets are available to users and what functions the administrator has on the CopyTrader platform. Quite often, beginners, starting to work with this system, face difficulties when switching between cabinets and settings. Today we will clarify all the points so that you can use all the features of CopyTrader with confidence.
1. First step: Registration and authorization
So lets start from the beginning. In order to log in, you need to go to the CopyTrader website. After logging in, you will be taken to the official project page where you can create your account. All basic functions such as balance replenishment, withdrawal of funds and profile editing will be available in this account.
Opportunities in the main office:
- Replenishment of the balance – in the right corner of the site you can find a button for depositing funds to the account.
- Withdrawal of funds – you can also withdraw the earned money here.
- Profile editing – you can specify personal data, change or set a new password.
In addition, there is a section on the main page dedicated to the affiliate program, where you can track your referrals, if you have them.
2. Project Management
By going to the "My Projects" section, you will be able to manage and configure your created accounts. For example, here you can:
- Select the necessary sites for work.
- Set up billing.
- Manage cross-trading parameters.
The CopyTrader project structure allows you to:
- Set the number of traders and investors.
- Freeze or delete projects. It is important to remember that when deleting a project, it will be impossible to restore it. If the project is frozen, you can resume its work later.
- Manage domains: add new ones or delete old ones.
3. The administrators office
When you go to your personal account, you will notice that the administrator has access to a wide range of settings. In the "Users" section, you can manage trader accounts, view their data and check the functionality of API keys.
If there are any problems, the administrator can log in under the username and solve the problem on his own. This is done by clicking on the traders nickname, which allows you to enter his account and make the necessary changes.
The main functions of the administrator:
- View and edit trader profiles.
- Verification and management of API keys.
- The ability to log in to user accounts for prompt resolution of issues.
4. Working with color indicators
Pay attention to the color indicators that are displayed next to the users:
- The green indicator indicates that the copy system is working properly.
- Yellow indicator – copying is disabled.
- The red indicator indicates problems with API keys that require intervention.
These indicators help you quickly navigate the state of the system and allow you to quickly respond to problems that have arisen. For example, if the user does not have API keys installed, the administrator can contact him to solve this problem or, if necessary, disconnect him from the system.
5. Managing settings
In the administrators office, you can not only monitor the status of users, but also help them with settings. For example, if a trader has problems with copying, the administrator can check his settings and help him choose a trader to copy trades.
When a trader is not selected, copying will not be available, and the administrator can correct this situation by selecting the desired trader or making other changes to the profile.
Result
Today we have figured out the main functions of the cabinets on the CopyTrader platform, learned how to manage accounts and projects, and also understood how the copy system works. Now you are ready to create and manage your own transaction copying system.
If you still have questions, we will be happy to help you. Go to our Telegram channel, where you can get operational support.
Thanks for your attention!
