New features
Expanded functionality of the Admin panel
With this release, the functionality of the new Admin panel has been expanded to introduce additional features for managing and configuring B2COPY, including the following:
- Security settings: control and secure access to the Admin panel by managing passwords and two-factor authentication (2FA) methods for your profile in the Security Settings menu.
- Admin management: manage users who have access to the Admin panel and define their permissions by assigning them to specific groups in the Admin Management menu.
- Client management (applicable to standalone solutions only): register new clients and manage their profile settings, as well as create and manage client accounts in the Clients > Users and Clients > Accounts menus. Additionally, default payment accounts can be set for clients.
- Trade fee filter: select the instrument groups eligible for trade fees and exclude others in the Settings > Trade Fee Filter menu.
For details, refer to the Admin panel guide.
External CRM integration via the B2COPY API
It has become possible to integrate your external CRM system with B2COPY to authorize securely, obtain access tokens for API requests, and process fees between master and investment accounts via the public B2COPY REST API. With this release, fee processing is the first and currently the only supported method. For details, refer to Integrate your external CRM system with the B2COPY API.
Improvements
- In standalone solutions, it’s now possible to generate and share subscription links with embedded partner promo codes for promo offers that share fees with partners. The link opens the subscription form for a master account with the pre-filled promo code and associated fee plan. The form opens in guest mode, allowing potential subscribers to access it without being authorized, and then complete the subscription. For details, refer to Master promo offers.
- When embedding B2COPY widgets for the Leaderboard and Account Statistics widgets in your external website, you can now pass a light or dark theme in the widget URL. This ensures that the appearance of the widgets matches the design of your website. For details, refer to Embed the Leaderboard and Statistics widgets.
