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  • How-to articles
    • Manage clients
      • How to register a new client
      • How to change a client password
      • How to disable 2FA for a client
      • How to enable internal transfers for a client
      • How to view deposit or withdrawal wallet addresses
      • How to upload files to a client profile
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      • How to create a jurisdiction
    • Manage finances
      • How to create a deposit
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        • Move to Success
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    • Manage savings programs
      • How to create a savings program
        • Configure the Flexible strategy settings
        • Configure the Fixed strategy settings
    • Manage currencies
      • How to add a currency
      • How to configure currency exchange rates
      • How to add an exchange currency pair
      • How to set priorities for exchange rate providers
      • How to enable requests for exchanges in specific currency pairs
      • How to update rates in exchange requests
    • Manage bonuses
      • How to create a bonus preset
      • How to create a temporary bonus program
      • How to automatically credit bonuses to clients upon deposits
      • How to manually credit bonuses to clients
    • Manage products
      • How to create a wallet
      • How to restrict the use of a product
    • Manage platforms
      • How to integrate B2TRADER
      • How to integrate DXtrade
      • How to integrate Match-Trader
      • How to integrate MetaTrader
      • How to integrate TradeLocker
      • How to integrate OneZero and PrimeXM
      • How to enable one-click trading access from the B2CORE UI and mobile app
    • Manage cashback options
      • How to configure cashback programs for MT4 and MT5
    • Manage advertising options
      • How to create a banner
      • How to create an announcement
      • How to configure the default Dashboard
      • How to add Ticker Widget symbols to the Dashboard
      • How to configure a menu in the B2CORE UI
    • Manage mailing options
      • How to send an email
      • How to create an email template
      • How to configure SMTP
      • How to configure SendGrid
      • How to determine why clients fail to receive email notifications
    • Manage verification options
      • How to use the KYC constructor
      • How to use SumSubstance
      • How to use ShuftiPro
      • How to use iDenfy
      • How to create a client accreditation test
    • Manage system settings
      • How to set up the Registration wizard
        • How to add and configure the Registration wizard
        • How to set up fields for the Basic Information step
        • Fields supported in the Basic Information step
        • How to set up fields for the Advanced step
        • Field types and validation rules
        • How to configure the User Registration step
      • How to change the wizard workflow
      • How to block registration for a country
      • How to add or remove a language
      • How to create a request resolution type
      • How to create a request resolution
      • How to set up event notifications
      • How to set up Apple push notification
      • How to add a user group and grant permissions
      • How to add an admin user
      • How to make an admin user see only specific clients
      • How to add a manager
      • How to create a bulk action
      • How to export a CSV file with email addresses
      • How to change Back Office images
      • How to set up 2FA
      • How to import client-related data
      • How to import data related to Back Office user groups
      • How to configure a connection to Zendesk
      • How to switch from SupportPal to Zendesk
      • How to configure a connection to RudderStack
      • How to configure settings for mobile app downloads
    • Manage payment methods
      • How to add non-PSS deposit and withdrawal methods
        • How to integrate B2BINPAY
      • How to add the manual deposit or withdrawal method
      • How to add the Constructor deposit or withdrawal method
      • How to add deposit and withdrawal methods through PSS
        • How to integrate BridgerPay
        • How to integrate ChipPay
        • How to integrate PayPal
        • How to integrate Paytiko
        • How to integrate Praxis
      • How to configure commissions for deposit and withdrawal methods
      • How to restrict the use of deposit and withdrawal methods
    • Manage communication platforms
      • How to configure Twilio
      • How to set up a Slack bot
      • How to set up a Telegram bot
      • How to get Telegram chat, group and channel identifiers
  • B2CORE Mobile
    • Deploying your iOS app
    • Deploying your Android app
  • B2CORE API
    • Restricted access to the API
  • Release notes
    • Release notes
    • Release notes Mobile
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On this page
  • Authorization and permissions
  • General interface options
  • The top bar options
  • Common options
  • Filtering and sorting
  • Pagination
  • Visibility
  • Data export

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  1. Back Office guide

Get started

Learn how to sign in, navigate, manage data, apply filters, export files, and customize views in the B2CORE Back Office

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Last updated 18 days ago

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B2CORE is a fully-featured CRM providing a complete set of customization and access control options.

Authorization and permissions

B2CORE provides a full set of personalization and access control options. User access is controlled by applying different user group permissions.

After your B2CORE profile is activated, you can sign in to the Back Office using the credentials provided by your administrator.

Upon encountering an error when trying to sign in, check the login and password, along with the input language and Caps Lock state. If everything appears to be correct, contact your administrator to clarify the status of your profile.

General interface options

The Back Office user interface is uniform across all pages, ensuring consistent look and feel and featuring a common set of basic options. This document describes how to shape the data displayed on a page, how to filter and sort this data, and then export it to a file.

The top bar options

At the top of a typical Back Office page, you can find a top bar with the following elements:

  • the ☰ main menu button

    Click it to expand or collapse the main menu.

  • the Open personal area link

    Click the link to access the Sign In page of the B2CORE UI associated with your Back Office.

  • the Dialog icon

    Click it to view client-related notes and comments where you have been mentioned in the . The number of new mentions is displayed on a counter badge.

  • the Bell icon

    Click it to see pending client requests. The number of new requests is displayed on a counter badge.

  • the panel displaying the email address from your user profile

    In the upper-right page corner, click the profile button displaying your email address to access the Log out button and Enable 2FA option.

    Two-factor authentication (2FA) is obligatory and must be enabled for all user profiles in the Back Office.

    To enable 2FA through time-based one-time passwords (TOTP) for your user profile, click Enable 2FA, and then click OK in the popup. Next, follow the displayed instructions to set up 2FA with Google Authenticator.

    After enabling 2FA, sign in to the Back Office by entering your login and password, followed by a code from the Google Authenticator app.

Common options

The following buttons can be found on most Back Office pages.

  • Above a table:

  • In a table header:

  • In a table row:

Page elements may serve as hyperlinks that can be clicked to drill down to details. Access to this data is maintained based on the permissions assigned to a particular user group.

Filtering and sorting

Throughout the Back Office, the data is typically organized in tables. Table data can be sorted and filtered.

The columns by which you can sort data are marked with up and down arrows displayed in column headers (no arrows are displayed when sorting isn't available). You can click these arrows to sort data in ascending or descending order, by a single column at a time

Along with a sorting order, you can specify multiple criteria for filtering column data.

When filtering is available, the appropriate input fields are displayed in column headers. The inputs vary depending on a data format, such as text, number, date, time, or list.

To facilitate filtering by date, two fields for the start and end dates may be displayed so that you can define a time period.

To enable or disable filters, click the Search and Reset buttons.

Pagination

You can display table data across multiple pages and specify how many records to display on a page.

To open the previous or next page, click the left or right arrow.

Visibility

To choose the data fields to include in a table, click Column Visibility and mark or unmark the columns you want to display or hide. Once applied, the new visibility settings become effective for all Back Office users (visibility of specific fields depends on the access permissions granted to particular users).

Data export

The data on most of the Back Office pages can be exported to a CSV or XLSX file.

To do this, click the Export button, choose a file format, and then select whether to download the data to your computer or deliver it to an email address from your profile.

The data in a resulting file matches both the current visibility settings and the applied sorting and filtering criteria.

— the Create button used to add a new entry

— the Export button used to export table data to a CSV file

— the Search button used to apply custom filters

— the Reset button used to reset custom filters

— the Edit button used to drill down the data and access details

— the Delete button used to delete an entry

Event log