By default, a client signing in for the first time is asked to pick an account role before reaching the platform. Use Account Onboarding to skip that screen and choose the role for the client’s first account yourself. This is useful after seamless authorization, where an extra role-selection step interrupts the broker’s own onboarding flow.
The setting applies only to clients who do not have a Copy, MAM, or PAMM account yet. It never changes the role of an existing product account.
Configure automatic role assignment
Open Web UI Settings
In the Admin Panel, go to Settings → Web UI Settings and find the Account Onboarding card.
Skip manual role selection
Turn on Skip account role selection on first login. The Role assigned on first login dropdown appears.
Choose the role
Select Payment Account, CopyTrading Master, CopyTrading Investor, MAM Master, MAM Investor, PAMM Master, or PAMM Investor. Payment Account is always available; a product role appears in the list only when that role is enabled in the product’s Account Settings.
Confirm the saved value
The new setting applies the next time an eligible client signs in for the first time.
What the client sees on first login
| Selected role | First-login result |
|---|---|
| Payment Account | The role-selection screen is skipped and the client goes straight to the dashboard with a payment account. |
| CopyTrading Master or MAM Master | The client’s first account opens in the selected master role, and the client continues to the master setup flow. |
| CopyTrading Investor or MAM Investor | The client’s first account opens in the selected investor role, and the client lands in the product’s investor experience. |
| PAMM Master or PAMM Investor | B2COPY opens a PAMM account in the selected role alongside the payment account, then starts the PAMM setup flow. |
Seamless investor onboarding
To send a newly authorized client straight into Copy Trading as an investor, enable the toggle and select CopyTrading Investor. The client never sees the role-selection screen.
How the account is opened
For CopyTrading and MAM roles, the client’s existing payment account takes on the selected role and keeps the same account number — so the product settings must allow payment accounts to be converted. For PAMM roles, a separate account is opened and the payment account stays as it is.
When automatic assignment cannot run
- If the selected role is no longer available when the client signs in, B2COPY falls back to the manual role-selection screen.
- If opening the account fails, the payment account is left unchanged and the client can pick an available role manually.
- If no product role is available at all, the client goes to the dashboard instead of an empty onboarding screen.
- Once a role is assigned, later sign-ins do not repeat the assignment or open another account.
Let clients choose instead
Turn off Skip account role selection on first login to hide the target-role dropdown. Eligible clients then see the available role cards and can choose a role or select Keep as wallet, I’ll change it later.
This setting controls the first-login experience only. The existing per-product settings still control which account roles clients can create or connect elsewhere in B2COPY.
