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.


Email

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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