Account groups
On this page, you can find a list of account groups created on the BP, as well as edit them, delete, or add new ones.
These groups are synced with the B2CORE CRM system, so a trader can select a group (along with a tariff plan) when creating a new account. If you use another CRM system, groups may not sync automatically (API sync may be required).
Above the group list, you can access the Default group dropdown where the default account group can be selected. If for some reason groups aren't configured on the CRM side, all newly created accounts will be added to the default group.
General information
The following information is provided about each group:
Group name
The name assigned to an account group.
Connector account
The Broker's account on an LP, optionally specified.
Accounts
The number of accounts included in a group.
Detailed information
The following information is provided about each account:
Account ID
The platform identifier of the account.
Account name
The name of the account.
Account type
The account type. Possible values:
Hedging: Each placed order opens a separate position.
Netting: Orders placed on the same market are aggregated into a single position.
The email address of the trader who owns the account.
User ID
The platform identifier of the trader who owns the account.
Created at
The date and time when an account was created on the BP.
See also:
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