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Profile groups
Profile groups
Profile groups are designed to flexibly separate account group settings for specific accounts. They also allow to configure the visibility of individual public accounts for clients.
Please note! If ettings specified in a profile group are applied to accounts in a profile, they will be overwritten by account group settings or individual trading settings set after the profile group is assigned.
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The Name field specifies the name of the profile group. It will only be visible to users of the administrative terminal.
Client open account groups - account group settings applied to profile accounts when they are created by a client through the trading terminal. Will be displayed in the client terminal as available for selection when creating an account.
Rest open account groups - account group settings applied to profile accounts when they are created via the REST API.
On change account group - this field specifies the account group whose settings will be applied to the profile's accounts when they are assigned to this profile group. If the field is not filled in, the account group does not change. If the account is currently subscribed to a public account, the setting will not apply.
A profile group can be set for a profile:
- upon creation, if defined in Broker;
- manually, in the profile card.
Click the Create button (for a new setting) or Save for an existing one to apply and save the changes.
To change an existing setting, click the Edit button.
When entering edit mode, you can delete a setting by clicking the Delete button.
The Duplicate button allows you to create a duplicate of a profile group, which, once saved, will function as a separate one.