General
View and manage a list of all clients registered in B2CORE, including their details, status, tags, verification level, and more
On this page, you can find a list of all clients registered either through the B2CORE UI or via the Back Office.
General information
The following information is provided about each client:
ID
The identifier of a client in the system.
Name
The client’s name.
Created
The date and time when a client profile was created.
Status
The current status of a client profile in the B2CORE UI.
The mail address used by a client to log in to the B2CORE UI.
Tags
The tags assigned to a client that are used to sort the client list displayed to Back Office administrators.
Manager
The client’s manager.
Phone
The client’s phone number.
Country
The client’s country (if specified by a client during registration or KYC verification process).
Jurisdiction
The jurisdiction to which the client is assigned, either automatically upon registration or manually.
City
The client’s city.
Types
The client profile type.
Internal client type
For internal use only. The internal client profile category.
Verification level
The verification level obtained by a client.
Company Short
The short name of a client’s company.
Company Full
The full name of a client’s company.
Risk level
The risk level assigned to a client, which may determine the scope of activities that the client is allowed to perform.
Last login
The date and time when a client was last logged in to the B2CORE UI.
To assign tags to multiple clients or change their profile statuses at once, click the Select button, and then select the clients by clicking client rows, or click Select All. Next, expand the Edit selected clients drop-down menu, and then select Assign Tags or Select Status.
Communication language
The client's preferred language, which also determines the localization used in the B2CORE UI.
By default, the column is hidden but can be added to the table using the Column visibility option.
To view client details, click the Edit button and switch to a tab displaying the required information.
Details
To access tabs displaying additional information, click (the menu button) located in the upper-right page corner and expand the dropdown that displays the available options.
The available tabs are described in the subsequent sections of this document.
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