# Back Office guide - [Get started](https://docs.b2core.b2broker.com/back-office-guide/get-started.md): Learn how to sign in, navigate, manage data, apply filters, export files, and customize views in the B2CORE Back Office - [Dashboard](https://docs.b2core.b2broker.com/back-office-guide/dashboard.md): Explore key financial metrics, including deposits, withdrawals, and net deposits on the Back Office Dashboard - [Clients](https://docs.b2core.b2broker.com/back-office-guide/clients.md): Access detailed overviews of the options for managing client profiles, requests, manager assignments, client types, event logs, and jurisdictions - [General](https://docs.b2core.b2broker.com/back-office-guide/clients/general.md): View and manage a list of all clients registered in B2CORE, including their details, status, tags, verification level, and more - [Client tab](https://docs.b2core.b2broker.com/back-office-guide/clients/general/client-tab.md) - [Contacts tab](https://docs.b2core.b2broker.com/back-office-guide/clients/general/contacts-tab.md) - [Event log tab](https://docs.b2core.b2broker.com/back-office-guide/clients/general/event-log-tab.md) - [Accounts tab](https://docs.b2core.b2broker.com/back-office-guide/clients/general/accounts-tab.md) - [Transactions tab](https://docs.b2core.b2broker.com/back-office-guide/clients/general/transactions-tab.md) - [Finance tab](https://docs.b2core.b2broker.com/back-office-guide/clients/general/finance-tab.md) - [History tab](https://docs.b2core.b2broker.com/back-office-guide/clients/general/history-tab.md) - [Trades tab](https://docs.b2core.b2broker.com/back-office-guide/clients/general/trades-tab.md) - [Services tab](https://docs.b2core.b2broker.com/back-office-guide/clients/general/services-tab.md) - [Files tab](https://docs.b2core.b2broker.com/back-office-guide/clients/general/files-tab.md) - [Settings tab](https://docs.b2core.b2broker.com/back-office-guide/clients/general/settings-tab.md) - [Advanced tab](https://docs.b2core.b2broker.com/back-office-guide/clients/general/advanced-tab.md) - [Compliances tab](https://docs.b2core.b2broker.com/back-office-guide/clients/general/compliances-tab.md) - [Devices tab](https://docs.b2core.b2broker.com/back-office-guide/clients/general/devices-tab.md) - [Documents tab](https://docs.b2core.b2broker.com/back-office-guide/clients/general/documents-tab.md) - [Mailing Log tab](https://docs.b2core.b2broker.com/back-office-guide/clients/general/mailing-log-tab.md) - [Introducing brokers tab](https://docs.b2core.b2broker.com/back-office-guide/clients/general/introducing-brokers-tab.md) - [Services](https://docs.b2core.b2broker.com/back-office-guide/clients/services.md): Manage all aspects of paid services, including viewing available services, assigning them to clients, configuring parameters, managing categories and groups, and using presets to streamline setup - [Requests](https://docs.b2core.b2broker.com/back-office-guide/clients/requests.md): View and manage client requests, approve or reject them, add comments, and export data if needed - [Accounts](https://docs.b2core.b2broker.com/back-office-guide/clients/accounts.md): View and manage all client accounts, check balances and account types, and access detailed info and transactions. Use bulk balance updates via CSV for multiple accounts at once - [Managers](https://docs.b2core.b2broker.com/back-office-guide/clients/managers.md): View a list of all Back Office managers and control client distribution among them. Set a default manager for automatic client assignment based on location rules - [Types](https://docs.b2core.b2broker.com/back-office-guide/clients/types.md): View and manage client types. See each type ID, name, description, status, default assignment, and the number of assigned clients - [Events log](https://docs.b2core.b2broker.com/back-office-guide/clients/events-log.md): View and manage all client-related notes and comments from the Event log, including message details, tagged users, authors, and timestamps - [Jurisdictions](https://docs.b2core.b2broker.com/back-office-guide/clients/jurisdictions.md): Create, view, and manage jurisdictions to segment clients based on countries and client types - [Introducing brokers](https://docs.b2core.b2broker.com/back-office-guide/introducing-brokers.md): Learn about the Introducing Brokers (IB) program in B2CORE, designed to support referral programs that help expand your client base - [Finance](https://docs.b2core.b2broker.com/back-office-guide/finance.md): Explore the options for managing financial operations, including deposits, withdrawals, deposit wallets, transfers, exchanges, transactions, and generating reports within B2CORE - [Deposits](https://docs.b2core.b2broker.com/back-office-guide/finance/deposits.md): Access a full list of client deposits, including detailed information and transaction monitoring results - [Static deposit](https://docs.b2core.b2broker.com/back-office-guide/finance/static-deposit.md): Learn how static deposits work in B2CORE, their benefits over regular deposits, and how to manage unresolved deposit requests - [Payouts](https://docs.b2core.b2broker.com/back-office-guide/finance/payouts.md): Access a full list of client withdrawals, including detailed information and transaction monitoring results - [Deposit wallets](https://docs.b2core.b2broker.com/back-office-guide/finance/deposit-wallets.md): View and manage client cryptocurrency wallets, including wallet IDs, owners, tags, addresses, destination tags, deposit methods, and supported currencies - [Transfers](https://docs.b2core.b2broker.com/back-office-guide/finance/transfers.md): View and manage transfers between client accounts, including details about source and destination accounts, amounts, currencies, transfer types, and statuses - [Exchange](https://docs.b2core.b2broker.com/back-office-guide/finance/exchange.md): View and manage client exchange transactions, including details on accounts, amounts, currencies, commissions, rates, statuses, and who executed the exchange - [Transactions](https://docs.b2core.b2broker.com/back-office-guide/finance/transactions.md): View all transactions, including deposits, withdrawals, transfers, exchanges, rewards, and savings payments, with details on amounts, currencies, and statuses - [Reports](https://docs.b2core.b2broker.com/back-office-guide/finance/reports.md): View and manage reports with details on schedules, formats, recipients, and report types - [Savings](https://docs.b2core.b2broker.com/back-office-guide/savings.md): Explore savings programs, including Fixed and Flexible strategies, and learn how clients can invest, earn interest, and manage savings plans with withdrawal conditions and interest payments - [Presets](https://docs.b2core.b2broker.com/back-office-guide/savings/presets.md): Manage savings program presets — view, edit, or create new ones. Set terms, rates, and penalties. Presets can't be deleted but can be deactivated if not in use - [Plans](https://docs.b2core.b2broker.com/back-office-guide/savings/plans.md): View and manage client savings plans — see statuses, strategies, details, and interest payments. Each plan is based on a preset and linked to a specific client and wallet - [Bonuses](https://docs.b2core.b2broker.com/back-office-guide/bonuses.md): Learn about bonus programs in B2CORE, including how they offer financial incentives to clients, support for MetaTrader 4/5 and cTrader, and the process of converting bonus credits to real funds - [Bonus presets](https://docs.b2core.b2broker.com/back-office-guide/bonuses/bonus-presets.md): Manage and create bonus presets with predefined settings for temporary programs, manual bonuses, and automatic bonus crediting upon deposits - [Bonus distribution](https://docs.b2core.b2broker.com/back-office-guide/bonuses/bonus-distribution.md): Monitor, manage, and manually credit client bonuses, track bonus statuses, and view detailed bonus and related transaction history - [Temporary bonuses](https://docs.b2core.b2broker.com/back-office-guide/bonuses/temporary-bonuses.md): Create and manage time-limited bonus programs with customizable requirements and eligibility in B2CORE - [Currencies](https://docs.b2core.b2broker.com/back-office-guide/currencies.md): Explore functionalities for managing currencies, including adding and configuring rates, as well as setting up and managing currency pairs in B2CORE - [Currencies](https://docs.b2core.b2broker.com/back-office-guide/currencies/currencies.md): View, add, and configure currencies — manage currency codes, display names, markups, precision, and block explorer settings for seamless operation in B2CORE - [Rates](https://docs.b2core.b2broker.com/back-office-guide/currencies/rates.md): View and manage exchange rate providers to ensure accurate currency conversions for smooth transaction processing. Configure provider details, currencies, and connection settings as needed - [Currency pairs](https://docs.b2core.b2broker.com/back-office-guide/currencies/currency-pairs.md): View and manage currency pairs for exchanges, configuring settings such as max amount, step size, rate priorities, and approval requirements. - [Cashback](https://docs.b2core.b2broker.com/back-office-guide/cashback.md): Explore the feature for configuring MetaTrader Volume cashback rewards for clients on MT4/5 - [MetaTrader Volume](https://docs.b2core.b2broker.com/back-office-guide/cashback/metatrader-volume.md): Configure cashback reward programs for clients trading on MetaTrader 4 and 5. Cashback is based on daily closed volumes and credited the next day. Manage settings via Preferences and Tiers tabs - [Preferences tab](https://docs.b2core.b2broker.com/back-office-guide/cashback/metatrader-volume/preferences-tab.md): Configure key settings for MT4 or MT5 cashback programs, including enabling or disabling programs, setting cashback rates and currencies, selecting account types, and more - [Tiers tab](https://docs.b2core.b2broker.com/back-office-guide/cashback/metatrader-volume/tiers-tab.md): Manage cashback reward tiers that offer higher rates based on daily traded volumes - [Products](https://docs.b2core.b2broker.com/back-office-guide/products.md): Explore functionalities for managing products, groups, permissions, and platforms to create wallets and trading accounts in B2CORE, configure their settings, and ensure data synchronization with exter - [Products](https://docs.b2core.b2broker.com/back-office-guide/products/products.md): Manage products that define wallet and trading account creation and settings across platforms. Configure currencies, permissions, restrictions, and features that control product behavior - [Groups](https://docs.b2core.b2broker.com/back-office-guide/products/groups.md): View and manage product groups to organize products into categories, control their display priority, and provide captions and descriptions for structured client presentation in the B2CORE UI - [Rights](https://docs.b2core.b2broker.com/back-office-guide/products/rights.md): View and manage permission groups that contain sets of permissions that can be easily assigned to specific products - [Platforms](https://docs.b2core.b2broker.com/back-office-guide/products/platforms.md): Manage and configure platforms that connect B2CORE to external trading systems. View platform details, status, connection settings, and control demo/live account support and transfer requests - [Promotion](https://docs.b2core.b2broker.com/back-office-guide/promotion.md): Discover the tools for managing promotional materials, such as banners, announcements, and dashboard customizations, along with options to tailor the B2CORE UI menu - [Banners](https://docs.b2core.b2broker.com/back-office-guide/promotion/banners.md): Create and manage banners displayed in the B2CORE UI and mobile app with custom themes, URLs, and display restrictions - [Announcements](https://docs.b2core.b2broker.com/back-office-guide/promotion/announcements.md): Create and manage required or optional announcements displayed to clients in the B2CORE UI - [Dashboard](https://docs.b2core.b2broker.com/back-office-guide/promotion/dashboard.md): Manage and customize widgets on the B2CORE UI Dashboard, adjusting their order and appearance - [Menu](https://docs.b2core.b2broker.com/back-office-guide/promotion/menu.md): Customize the menu in the B2CORE UI by managing item visibility, order, and labels, with options to add custom items and restrict visibility by verification level and client type - [Mailing](https://docs.b2core.b2broker.com/back-office-guide/mailing.md): Manage and configure email services in B2CORE to create and send marketing campaigns, handle system emails, monitor delivery status, and ensure reliable communication with your clients - [System](https://docs.b2core.b2broker.com/back-office-guide/mailing/system.md): Manage SMTP provider connections, view and configure email sending settings, monitor unsent email queues, and review mailing logs to ensure reliable email delivery in B2CORE - [Ticket feedback](https://docs.b2core.b2broker.com/back-office-guide/ticket-feedback.md): Learn about the options for viewing client feedback on resolved HelpDesk tickets in B2CORE, including ticket details, client comments, satisfaction ratings, and updates for reopened tickets - [Verification](https://docs.b2core.b2broker.com/back-office-guide/verification.md): Explore the options for managing client verification in B2CORE, including setting verification levels, uploading documents, and organizing document types and groups for streamlined KYC processes - [Levels](https://docs.b2core.b2broker.com/back-office-guide/verification/levels.md): Manage verification levels in the Back Office by creating, viewing, and configuring their settings, descriptions, verification procedures, client permissions, and document requirements - [Documents](https://docs.b2core.b2broker.com/back-office-guide/verification/documents.md): View and manage all client-submitted verification documents, including their type, status, and client details, with options to review document files and update statuses - [Document types](https://docs.b2core.b2broker.com/back-office-guide/verification/document-types.md): View and manage document types used for client verification, including their names, status, priority, descriptions, examples, and grouping, with options to create and edit types - [Document groups](https://docs.b2core.b2broker.com/back-office-guide/verification/document-groups.md): View and manage document groups used for client verification, including their names, types, status, descriptions, and priority, with options to create and edit groups - [Client tests](https://docs.b2core.b2broker.com/back-office-guide/verification/client-tests.md): View and manage client accreditation tests that can be used in your KYC process, including test titles, visibility, and descriptions, with options to create, edit, and configure tests - [Investment platform](https://docs.b2core.b2broker.com/back-office-guide/investment-platform.md): Explore the B2COPY investment platform functionalities, including copy trading, PAMM, and MAM solutions on MetaTrader 4/5 and cTrader - [System](https://docs.b2core.b2broker.com/back-office-guide/system.md): Learn about system settings in B2CORE, including SMS providers, deposit/withdrawal systems, wizards, bulk actions, external connections, notifications, user management, and more - [SMS Providers](https://docs.b2core.b2broker.com/back-office-guide/system/sms-providers.md): View and manage the configuration settings of connected SMS providers used for sending notifications with verification codes to confirm various actions in B2CORE - [Key storage](https://docs.b2core.b2broker.com/back-office-guide/system/key-storage.md): Manage key-value pairs and tags used in email templates to store parameters that are replaced with assigned values when the template is used to send notifications - [Deposit system](https://docs.b2core.b2broker.com/back-office-guide/system/deposit-system.md): Manage and configure deposit methods, including payment providers, supported currencies, groups, and commissions, to ensure smooth deposit processing in B2CORE - [Payout system](https://docs.b2core.b2broker.com/back-office-guide/system/payout-system.md): Manage and configure withdrawal methods, including payment providers, supported currencies, groups, and commissions, to ensure seamless withdrawal processing in B2CORE - [Wizards](https://docs.b2core.b2broker.com/back-office-guide/system/wizards.md): Manage and configure wizards defining workflows for various procedures like registration, authorization, password recovery, and more in the B2CORE UI - [Bulk actions](https://docs.b2core.b2broker.com/back-office-guide/system/bulk-actions.md): Manage and execute bulk actions that apply changes to multiple clients at once, including bans, type changes, deposits, and balance resets in B2CORE - [Operation types](https://docs.b2core.b2broker.com/back-office-guide/system/operation-types.md): View and manage operation types that control deposits, withdrawals, transfers, exchanges, and partner rewards, including settings for status, approval, limits, and processing in B2CORE - [Countries](https://docs.b2core.b2broker.com/back-office-guide/system/countries.md): View and manage the list of countries available for client selection during registration in the B2CORE UI - [External connections](https://docs.b2core.b2broker.com/back-office-guide/system/external-connections.md): View and manage connections to external systems and service providers like payment systems, trading platforms, and others integrated with B2CORE - [Localizations](https://docs.b2core.b2broker.com/back-office-guide/system/localizations.md): View and manage supported languages and localization settings in B2CORE — enable or disable languages, set their display order, and configure format options - [Requests](https://docs.b2core.b2broker.com/back-office-guide/system/requests.md): View and manage resolutions for client requests, including their types and statuses, to categorize and handle request rejections effectively in B2CORE - [Templates](https://docs.b2core.b2broker.com/back-office-guide/system/templates.md): Manage templates for email, SMS, Slack, and Telegram. Customize messages for events to ensure clear, consistent notifications to clients and Back Office users - [Email](https://docs.b2core.b2broker.com/back-office-guide/system/templates/email.md) - [SMS](https://docs.b2core.b2broker.com/back-office-guide/system/templates/sms.md): Manage SMS templates for event notifications to Back Office users and 2FA verification codes to clients. View, edit, and enable templates for smooth SMS communication - [Slack](https://docs.b2core.b2broker.com/back-office-guide/system/templates/slack.md): Manage Slack templates for sending event notifications to Back Office users. Customize messages for events like user mentions in the Events log, payout requests, and test completions - [Telegram](https://docs.b2core.b2broker.com/back-office-guide/system/templates/telegram.md): Manage Telegram templates for sending event notifications to Back Office users. Customize messages for events like user mentions in the Events log, payout requests, and test completions - [Logs](https://docs.b2core.b2broker.com/back-office-guide/system/logs.md): View and track logs of Back Office user actions, including client and transaction events, with details on actors, event types, timestamps, and specific changes made in B2CORE - [Settings](https://docs.b2core.b2broker.com/back-office-guide/system/settings.md): Configure settings for B2CORE features including client profiles, confirmation limits, authentication, mobile app links, bonuses, 2FA, and other options - [Event notifications](https://docs.b2core.b2broker.com/back-office-guide/system/event-notifications.md): View and configure event-triggered notifications for Back Office users via email, Slack, Telegram, or SMS - [Users](https://docs.b2core.b2broker.com/back-office-guide/system/users.md): Add and manage Back Office users, assign them to groups with specific permissions, and control client list visibility using client tags for streamlined access and administration - [Users](https://docs.b2core.b2broker.com/back-office-guide/system/users/users.md): View, add, and manage Back Office users. Configure profiles, permissions, security settings, data access, and notification options - [Groups](https://docs.b2core.b2broker.com/back-office-guide/system/users/groups.md): View and manage Back Office user groups. Assign permissions, add users, and import or export group data - [Client Tags](https://docs.b2core.b2broker.com/back-office-guide/system/users/client-tags.md): View, add, and manage client tags to control which clients are visible to Back Office users. Tags can be assigned manually or automatically using jurisdictions - [Events](https://docs.b2core.b2broker.com/back-office-guide/system/events.md): Set up event handlers and workflows to process system events, including balance updates, transfers, account creation, and completed operations - [Client rights](https://docs.b2core.b2broker.com/back-office-guide/system/client-rights.md): View and manage client permission levels linked to verification levels to control which actions — such as deposits, withdrawals, transfers, or others — clients can perform based on their verification - [Client folders](https://docs.b2core.b2broker.com/back-office-guide/system/client-folders.md): View and manage a tree of client folders with any nesting depth, set access rights, and control which folders appear on the Files tab in each client's details - [Backend images](https://docs.b2core.b2broker.com/back-office-guide/system/backend-images.md): View and manage images used across the Back Office, including logos and backgrounds - [Import data](https://docs.b2core.b2broker.com/back-office-guide/system/import-data.md): View and manage data import operations for clients, accounts, and IB programs using CSV or TSV files - [Visual customization](https://docs.b2core.b2broker.com/back-office-guide/system/visual-customization.md): Customize your B2CORE UI appearance by enabling light and dark themes, uploading logos and backgrounds, adjusting colors, and adding custom scripts for branding and functionality - [Security](https://docs.b2core.b2broker.com/back-office-guide/security.md): Learn about security settings in B2CORE, including IP search, blocked clients, blacklists, whitelists, transaction monitoring, address whitelist, and email blacklists - [Search by IP](https://docs.b2core.b2broker.com/back-office-guide/security/search-by-ip.md): View and search client login records by IP address, including client details, login time, authorization status, and an option to hide duplicate IP entries for clearer analysis - [Blocked clients](https://docs.b2core.b2broker.com/back-office-guide/security/blocked-clients.md): View and manage temporarily blocked clients, including their ID, email, IP address, block start and expiration times, and reasons for blocking, with options to unblock them as needed - [Black lists](https://docs.b2core.b2broker.com/back-office-guide/security/black-lists.md): View and manage black lists to block specific IPs from accessing API endpoints, helping to quickly restrict unwanted traffic at the application level - [White lists](https://docs.b2core.b2broker.com/back-office-guide/security/white-lists.md): View and configure white lists that limit access to URLs based on IP addresses. Each entry shows ID, route, IP address, activation status, comments, and and relevant dates - [Transaction monitoring](https://docs.b2core.b2broker.com/back-office-guide/security/transaction-monitoring.md): Monitor client transactions, view risk scores, trace fund origins, and analyze key risk signals. Access detailed info on each transaction’s type, amount, status, and provider review results - [Address whitelist](https://docs.b2core.b2broker.com/back-office-guide/security/address-whitelist.md): View and manage client whitelisted withdrawal addresses, including wallet details, destination tags, and currencies, used to restrict withdrawals when Address Management is enabled - [Email black list](https://docs.b2core.b2broker.com/back-office-guide/security/email-black-list.md): Manage blacklisted email domains that block registration and optionally ban existing clients with those domains from accessing the B2CORE UI; edit, delete, or export domain data as needed - [References](https://docs.b2core.b2broker.com/back-office-guide/references.md): Understand the B2CORE reference data, including client and request statuses, transaction types, event triggers, product permissions, supported currencies and crypto payment methods - [Client statuses](https://docs.b2core.b2broker.com/back-office-guide/references/client-statuses.md): Learn about the different client statuses used to indicate the state of client profiles and how they impact client access to the B2CORE UI - [Client request statuses](https://docs.b2core.b2broker.com/back-office-guide/references/client-request-statuses.md): Learn about the client request statuses used to identify the progress of requests through the approval process - [Transaction statuses](https://docs.b2core.b2broker.com/back-office-guide/references/transaction-statuses.md): Learn about the different statuses that can be assigned to transactions in B2CORE to track progress and identify required actions - [Event types for triggering event notifications for Back Office users](https://docs.b2core.b2broker.com/back-office-guide/references/event-types-for-triggering-event-notifications-for-back-office-users.md): Explore the event types that trigger notifications for Back Office users, outlining the actions and templates used to send updates via email, SMS, Slack, or Telegram - [Email template types](https://docs.b2core.b2broker.com/back-office-guide/references/email-template-types.md) - [Product permissions](https://docs.b2core.b2broker.com/back-office-guide/references/product-permissions.md): Explore the available product permissions that define which actions clients can perform on accounts and wallets created from products - [Supported currencies](https://docs.b2core.b2broker.com/back-office-guide/references/supported-currencies.md): Explore the list of supported crypto- and fiat currencies in B2CORE, including details such as ISO code, Alpha code, decimal precision, and icons for graphical representation - [Supported cryptocurrency payment methods](https://docs.b2core.b2broker.com/back-office-guide/references/supported-cryptocurrency-payment-methods.md): Learn about the supported cryptocurrency payment methods in B2CORE, including coins, stablecoins, and tokens, each with a designated icon - [Block explorer list](https://docs.b2core.b2broker.com/back-office-guide/references/block-explorer-list.md): Discover the block explorer links for various coins, stablecoins, and tokens, providing easy access to transaction details and blockchain information --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.b2core.b2broker.com/back-office-guide.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.