What Is the Asset Manager Dashboard?
The Asset Manager Dashboard is a dedicated interface that allows licensed managers to oversee multiple client accounts in one place. You can invite clients, manage their exchange connections securely, and monitor overall performance and trade activity.
1. Access the Asset Manager Dashboard:
You can access the Asset Manager dashboard in two ways:
Use the Switcher menu in the top header of 3Commas and select your Asset Manager account.
Use a direct link.
Once selected, the layout will update and display the Asset Manager interface:
Note
If your account doesn’t have an active Asset Manager subscription, the dashboard will display a message with an option to Get Access for assistance.
2. Generate a Client Invitation Link
You must generate a personal invitation link before clients can sign up under your management.
a. Click the Invite Clients button
This will appear on your dashboard if no clients are yet connected.
b. Enter your nickname and generate an invitation link.
Choose a professional and brand-appropriate nickname.
Critical Reminder:
Once created, the invitation link cannot be changed. Avoid using random or generic names like Crypto1234. Use something recognizable like AlphaTradingGroup or XYZInvestments.
c. Share the link with your clients
d. You can also see the invitation link from here:
3. What Clients See During Registration
Clients will use your link to begin registration. Here's what they need to do:
a. Open the invitation link and enter nickname and email
Clients receive a Magic Link in their inbox to complete sign-in. Alternatively, they can use a code displayed on-screen.
Already registered?
Clients who already have a 3Commas account can use the Login button at the top-right corner.
And enter their registered email address.
Here's what the clients see once they click on "Send Link". They can either sign in using the Magic link or enter the code. If they used the Magic Link, they can close this page.
b. Connect their exchange accounts securely to the Asset Manager dashboard.
c. Choose which account to connect:
d. Follow the steps to connect the exchange:
4. Managing Connected Client Accounts
After onboarding, you’ll see client activity and performance in your dashboard:
Connect or disconnect exchanges with secure API management
View trade history per client, including executed trades and current positions
Access detailed performance reports, including total return and trading metrics
