B2COPY brings together several roles. Knowing who does what makes the rest of the documentation easier to follow — most guides are written for one of these audiences.
Client-Side Roles
- Investor (also Follower or Subscriber) — owns an investment account and subscribes to masters to follow their strategies.
- Master trader (also Signal provider or Strategy provider) — owns a master account; in copy trading, the trader others copy.
- Money manager — a master account owner in PAMM and MAM who professionally manages pooled or multiple investor accounts.
- Introducing Broker (IB) / partner — refers new clients to the platform and earns rewards from their activity; B2COPY supports multi-level IB structures.
Broker-Side Roles
- Administrator — a Back Office user who manages clients and configures the platform with full editing rights.
- Back Office / Admin panel operator — staff who run day-to-day operations (accounts, subscriptions, deposits and withdrawals) within the permissions assigned to them.
| Role | Works in | Typical goal |
|---|---|---|
| Investor | Web UI | Find a master, subscribe, monitor performance |
| Master trader / Money manager | Web UI | Publish a strategy, manage subscribers, earn fees |
| Introducing Broker | Web UI | Refer clients and earn a share of their fees |
| Administrator / Operator | Back Office or Admin panel | Configure the platform and supervise accounts |
Reading the guides
The User guide is written for investors and masters; the Admin guide and Admin panel guide are for brokerage operators. The Key terms glossary defines every role in more detail.
