Get started

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 Event log. 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:

  • — the Create button used to add a new entry
  • — the Export button used to export table data to a CSV file
• In a table header:

  • — the Search button used to apply custom filters
  • — the Reset button used to reset custom filters
• In a table row:

  • — the Edit button used to drill down the data and access details
  • — the Delete button used to delete an entry

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.