The Secure Client Invite feature allows you to manage your users’ trades without requiring them to publicly share their exchange API keys with you. It is a seamless and secure way to onboard clients to your Cornix Asset Manager or Community Admin account, giving you the ability to manage their trades and view statistics while maintaining strict security.
🛒 API Slots & Capacity
To invite users, you must have available Primary API Slots attached to your active subscription plan.
Slot Usage: A single API slot covers one user connection.
Multiple Sub-Exchanges: A user can connect multiple sub-exchanges (e.g., Binance Spot, Binance Futures, and Coin-M) using a single invite link and taking up only one slot, as long as they connect them all at the same time during the initial setup.
Validity & Reusability: Your API slots remain valid and available for use for as long as your monthly or annual subscription remains active. If a user is disconnected or removed, that specific slot is immediately freed up and can be reused for a new client.
💡 Note: If all of your plan's API Slots are currently in use, users trying to connect will receive an error. You will need to navigate to your Billing dashboard, purchase an additional tier of API slots, and then share a new invite link with them.
🧭 Step-by-Step Instructions: How to Invite Users
Follow these steps to generate a secure invitation link for your client:
Navigate to the Accounts tab on the left sidebar of your Cornix Dashboard.
At the bottom right of the Accounts page, locate the Secure Client Invite banner and click Manage Invites.
Click the Create Invite button.
In the Create Invitation modal, enter an Account Name (e.g., 'Daniel'). This is for your internal tracking; you can rename it later.
Set the necessary access permissions using the dropdown menus:
Asset Manager Access (Your permissions as the manager):
Read Only: You will only be able to view the client's account, monitor performance, and generate reports.
Read & Write: You will have full access to create and manage trades for this client.
Client Access (Your client's permissions, which depend on your subscription plan):
No Access (Asset Manager Plan): Your client will have no access to the Cornix dashboard. You are the only one who can see and manage their account.
Read Only (Asset Manager Plan): Your client will be directed to register for Cornix and will have read-only access to view their account. They cannot create or edit trades.
Read & Write (Community Admin Plan): Your client will be directed to register for Cornix and will have full access to create, edit, and manage their own trades alongside your signals.
Click the blue Create button.
Click the copy icon next to the generated URL to copy the unique invitation link, then share it directly with your user.
What Happens Next? (The Client Experience)
When your user clicks the secure link, they will see a dedicated onboarding page.
To help them verify the request, this page will display your Display Name, Telegram Username, and any custom branding you have configured in your Whitelabel settings.
The user will follow a standard Create Account flow to choose their Exchange, select Sub-exchanges, and securely input their API keys.
Once the user successfully connects their API keys:
A new account will instantly appear on your Accounts page.
You can begin managing trades on their behalf (if you selected Read & Write access).
You gain full visibility into their portfolio and account statistics.
Understanding the "Manage Invites" Dashboard
You can track the status of all your generated links from the Manage Invites page.
Client Name: The custom name you assigned to the invite.
Creation: The exact timestamp when the invite was generated.
Expiration: Invite links expire 24 hours after creation for security purposes. If a link expires before the client uses it, click the three-dot menu, select Delete, and create a new one.
Status:
🟢 Active: The link is valid and waiting for the client to use it.
🔴 Expired: The 24-hour window has passed; the link is invalid.
🔵 Used: The client has successfully connected their account using this link.
Client Access & Manager Access: A quick reference to the permissions configured for that specific invite.
⚠️ Important: The Secure Client Invite feature is only available for live trading. It cannot be used to connect demo accounts.
Frequently Asked Questions (FAQ)
How long is a Secure Client Invite link valid? For security reasons, invite links expire exactly 7 days after they are generated. If your client does not use it in time, you must generate a new one.
Do my API slots expire? API slots do not have a fixed expiration date. They remain valid and available for use as long as your Cornix monthly or annual subscription is active.
Why can't I give my client "Read & Write" access? Client access permissions are tied to your subscription tier. To grant clients "Read & Write" access so they can manage their own trades, you must be subscribed to the Community Admin plan. The Asset Manager plan restricts clients to "No Access" or "Read Only".
What happens if my client connects multiple sub-exchanges? As long as the client connects all their desired sub-exchanges (like Binance Spot and Futures) at the exact same time during the initial onboarding link flow, it will only consume one of your API slots.
What should I do if I run out of API slots? If all your slots are active, new users will not be able to connect via their invite links. You will need to navigate to your Billing dashboard and purchase an additional tier of API slots to accommodate new users.