1. Accessing the Dashboard:
Use the Switcher in the 3Commas header or an external link provided to navigate to the Asset Manager interface.
2. Generate a Client Invitation Link
a. On the dashboard, click the "Invite Clients" button (visible if no clients are connected).
b. Enter your nickname and generate an invitation link.
c. Share it with your clients or send it directly via email.
d. You can also see the invitation link from here:
3. Client Registration
a. Clients use the provided invitation link to open the Sign-In Page.
b. Register using a Magic Link or manually insert a code.
c. Connect their exchange accounts securely to the Asset Manager dashboard.
4. Managing Connected Accounts
Once clients are connected, the Asset Manager Dashboard offers tools to manage their accounts effectively:
Connect or disconnect Exchanges securely.
View trade history and performance summaries for each client.
Access detailed client reports to monitor and evaluate trading activity.
