# Wizards

On this page, you can view a list of added and configured wizards.

**Wizards** are tools used to configure and modify workflows of specific procedures that run in the B2CORE UI, such as client registration, authorization, password recovery, and others.

You can configure multiple wizards for each procedure. In such cases, you should select the default wizard that will be used to run a procedure in the B2CORE UI. Non-default wizards may outline procedures used by external systems to perform certain actions via API.

## General information

The following information is provided about each wizard:

**ID**

The wizard identifier.

***

**Name**

The wizard name.

***

**Type**

The type indicating the procedure for which the wizard outlines the workflow.

***

**Enabled**

If `Yes`, the wizard is enabled and used for running a procedure; otherwise, `No`.

***

**Default**

If `Yes`, the wizard is used by default in the case when more than one wizard is configured for the same procedure; otherwise, `No`.

To view wizard details, click the **Edit** button.

## Details

The details page is divided into the following tabs:

* **Wizard** tab — displays the main wizard parameters
* **Workflow** tab — lists the required and additional steps included in a procedure workflow

  The required steps can’t be removed from a procedure workflow.

  To include additional steps in the workflow, click the **Add** button and select a step from the list of additional steps supported for a selected wizard.

  Both the required and additional steps are automatically assigned designated priority indexes that define the order in which the steps are executed when running a procedure in the B2CORE UI. The steps can’t be reordered.

The following are some of the supported wizards, along with their full lists of required and additional steps that form the procedure workflows. Required steps are labeled as <mark style="color:red;">`required`</mark>. Additional steps can be added to or removed from procedure workflows as necessary. The order of the steps can’t be changed.

### Registration wizard

The wizard outlines the procedure of signing up new clients to the B2CORE UI.

<table><thead><tr><th width="207">Step</th><th>Description</th></tr></thead><tbody><tr><td>Basic Information <mark style="color:red;"><code>required</code></mark></td><td>Prompts a client to specify the personal information required for registration, such as their email address, first and last names, phone number, address, and password for accessing the B2CORE UI.</td></tr><tr><td>Client Type</td><td>Prompts a client to select a profile type, such as individual or corporate.</td></tr><tr><td>Email Confirmation</td><td>Prompts a client to confirm the email address entered during registration with a verification code sent to that email.</td></tr><tr><td>New Phone Confirmation</td><td>Prompts a client to confirm the phone number entered during registration with a verification code sent to that number.</td></tr><tr><td>Advanced</td><td>This step is <em>deprecated</em> and can no longer be added to new Registration wizards.<br>If the Advanced step was previously added to your existing wizard, you can edit or remove it, but you can't add new fields to this step.</td></tr><tr><td>User Registration <mark style="color:red;"><code>required</code></mark></td><td>Registers a client in B2CORE using the provided personal information and assigns the client a specific client type and verification level.</td></tr></tbody></table>

{% hint style="success" %}
**See also**

[How to add and configure the registration wizard](https://docs.b2core.b2broker.com/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-add-and-configure-the-registration-wizard)

[How to set up fields for the Basic Information step](https://docs.b2core.b2broker.com/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-set-up-fields-for-the-basic-information-step)

[Fields supported in the Basic Information step](https://docs.b2core.b2broker.com/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/fields-supported-in-the-basic-information-step)

[How to set up fields for the Advanced step](https://docs.b2core.b2broker.com/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-set-up-fields-for-the-advanced-step)

[How to block registration for country](https://docs.b2core.b2broker.com/how-to-articles/manage-system-settings/how-to-block-registration-for-a-country)
{% endhint %}

### Authorization wizard

The wizard outlines the procedure of signing in to the B2CORE UI.

<table><thead><tr><th width="217">Step</th><th>Description</th></tr></thead><tbody><tr><td>Login <mark style="color:red;"><code>required</code></mark></td><td>Prompts a client to enter their login and password.</td></tr><tr><td>2FA <mark style="color:red;"><code>required</code></mark></td><td>After entering the login and password, prompts a client to enter a 2FA code depending on which 2FA method is enabled for the client (2FA with SMS codes or 2FA with the Google Authenticator app). If both 2FA methods are enabled, the client can select the desired method.</td></tr><tr><td>Email (Reset Password) <mark style="color:red;"><code>required</code></mark></td><td><p>Applicable only for the case when a client was forced to reset their password by the admin.</p><p>Prompts a client to confirm the action by entering a verification code sent to their email address.</p></td></tr><tr><td>Password (Reset Password) <mark style="color:red;"><code>required</code></mark></td><td><p>Applicable only for the case when a client was forced to reset their password by the admin.</p><p>Prompts a client to enter a new password and confirm the new password by entering it again.</p></td></tr></tbody></table>

### Password recovery wizard

The wizard outlines the procedure of recovering client passwords for accessing the B2CORE UI.

<table><thead><tr><th width="225">Step</th><th>Description</th></tr></thead><tbody><tr><td>Password Recovery Form <mark style="color:red;"><code>required</code></mark></td><td>Prompts a client to enter their email address for identification purposes.</td></tr><tr><td>New Phone Confirmation</td><td>Prompts a client to confirm password recovery by entering a verification code sent to their phone number.</td></tr><tr><td>Email Confirmation</td><td>Prompts a client to confirm password recovery by entering a verification code sent to their email address.</td></tr><tr><td>Successful Password Change <mark style="color:red;"><code>required</code></mark></td><td>Prompts a client to enter a new password for accessing the B2CORE UI and saves it as the valid password for the client.</td></tr></tbody></table>

### Password change wizard

The wizard outlines the procedure of changing client passwords for accessing the B2CORE UI.

<table><thead><tr><th width="228">Step</th><th>Description</th></tr></thead><tbody><tr><td>Email Confirmation</td><td>Prompts a client to confirm password change by entering a verification code sent to their email address.</td></tr><tr><td>New Phone Confirmation</td><td>Prompts a client to confirm password change by entering a verification code sent to their phone number.</td></tr><tr><td>Successful Password Change <mark style="color:red;"><code>required</code></mark></td><td>Prompts a client to enter a new password for accessing the B2CORE UI and saves it as the valid password for the client.</td></tr></tbody></table>

### Address change wizard

The wizard outlines the procedure of changing the client address.

<table><thead><tr><th width="234">Step</th><th>Description</th></tr></thead><tbody><tr><td>Address Update <mark style="color:red;"><code>required</code></mark></td><td>Prompts a client to specify new address.</td></tr></tbody></table>

### Whitelist creation wizard

The wizard outlines the procedure of creating a withdrawal whitelist and adding wallet addresses to that list.

<table><thead><tr><th width="235">Step</th><th>Description</th></tr></thead><tbody><tr><td>Whitelist Creation <mark style="color:red;"><code>required</code></mark></td><td>Prompts a client to enter a wallet address that the client wants to add to their withdrawal whitelist.</td></tr><tr><td>Email Confirmation</td><td>Prompts a client to confirm the whitelist creation by entering a verification code sent to their email address.</td></tr><tr><td>New Phone Confirmation</td><td>Prompts a client to confirm the whitelist creation by entering a verification code sent to their phone number.</td></tr></tbody></table>

### Whitelist delete wizard

The wizard outlines the procedure of deleting wallet addresses from the withdrawal whitelist that was previously created by a client.

<table><thead><tr><th width="243">Step</th><th>Description</th></tr></thead><tbody><tr><td>Email Confirmation</td><td>Prompts a client to confirm deletion of a wallet address by entering a verification code sent to their email address.</td></tr><tr><td>New Phone Confirmation</td><td>Prompts a client to confirm deletion of a wallet address by entering a verification code sent to their phone number.</td></tr></tbody></table>

### Whitelist change wizard

The wizard outlines the procedure of disabling the withdrawal whitelist that was previously created by a client.

<table><thead><tr><th width="251">Step</th><th>Description</th></tr></thead><tbody><tr><td>Email Confirmation</td><td>Prompts a client to confirm disabling the withdrawal whitelist by entering a verification code sent to their email address.</td></tr><tr><td>New Phone Confirmation</td><td>Prompts a client to confirm disabling the withdrawal whitelist by entering a verification code sent to their phone number.</td></tr><tr><td>Whitelist Disable <mark style="color:red;"><code>required</code></mark></td><td>Disables the withdrawal whitelist.</td></tr></tbody></table>

### Withdrawal wizard

The wizard outlines the procedure of making withdrawals in the B2CORE UI.

<table><thead><tr><th width="255">Step</th><th>Description</th></tr></thead><tbody><tr><td>Withdrawal Creation <mark style="color:red;"><code>required</code></mark></td><td>Creates a new withdrawal.</td></tr><tr><td>Email Confirmation</td><td>Prompts a client to confirm the withdrawal by entering a verification code sent to their email address.</td></tr><tr><td>New Phone Confirmation</td><td>Prompts a client to confirm the withdrawal by entering a verification code sent to their phone number.</td></tr></tbody></table>

{% hint style="info" %}
**See also**

[How to change the wizard workflow](https://docs.b2core.b2broker.com/how-to-articles/manage-system-settings/how-to-change-the-wizard-workflow)
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