Wizards
Manage and configure wizards defining workflows for various procedures like registration, authorization, password recovery, and more in the B2CORE UI
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 required. 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.
Basic Information required
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.
Client Type
Prompts a client to select a profile type, such as individual or corporate.
Email Confirmation
Prompts a client to confirm the email address entered during registration with a verification code sent to that email.
New Phone Confirmation
Prompts a client to confirm the phone number entered during registration with a verification code sent to that number.
Advanced
Prompts a client to provide extra information by filling in the custom fields added specifically for this step.
User Registration required
Registers a client in B2CORE using the provided personal information and assigns the client a specific client type and verification level.
See also
Authorization wizard
The wizard outlines the procedure of signing in to the B2CORE UI.
Login required
Prompts a client to enter their login and password.
2FA required
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.
Email (Reset Password) required
Applicable only for the case when a client was forced to reset their password by the admin.
Prompts a client to confirm the action by entering a verification code sent to their email address.
Password (Reset Password) required
Applicable only for the case when a client was forced to reset their password by the admin.
Prompts a client to enter a new password and confirm the new password by entering it again.
Password recovery wizard
The wizard outlines the procedure of recovering client passwords for accessing the B2CORE UI.
Password Recovery Form required
Prompts a client to enter their email address for identification purposes.
New Phone Confirmation
Prompts a client to confirm password recovery by entering a verification code sent to their phone number.
Email Confirmation
Prompts a client to confirm password recovery by entering a verification code sent to their email address.
Successful Password Change required
Prompts a client to enter a new password for accessing the B2CORE UI and saves it as the valid password for the client.
Password change wizard
The wizard outlines the procedure of changing client passwords for accessing the B2CORE UI.
Email Confirmation
Prompts a client to confirm password change by entering a verification code sent to their email address.
New Phone Confirmation
Prompts a client to confirm password change by entering a verification code sent to their phone number.
Successful Password Change required
Prompts a client to enter a new password for accessing the B2CORE UI and saves it as the valid password for the client.
Address change wizard
The wizard outlines the procedure of changing the client address.
Address Update required
Prompts a client to specify new address.
Whitelist creation wizard
The wizard outlines the procedure of creating a withdrawal whitelist and adding wallet addresses to that list.
Whitelist Creation required
Prompts a client to enter a wallet address that the client wants to add to their withdrawal whitelist.
Email Confirmation
Prompts a client to confirm the whitelist creation by entering a verification code sent to their email address.
New Phone Confirmation
Prompts a client to confirm the whitelist creation by entering a verification code sent to their phone number.
Whitelist delete wizard
The wizard outlines the procedure of deleting wallet addresses from the withdrawal whitelist that was previously created by a client.
Email Confirmation
Prompts a client to confirm deletion of a wallet address by entering a verification code sent to their email address.
New Phone Confirmation
Prompts a client to confirm deletion of a wallet address by entering a verification code sent to their phone number.
Whitelist change wizard
The wizard outlines the procedure of disabling the withdrawal whitelist that was previously created by a client.
Email Confirmation
Prompts a client to confirm disabling the withdrawal whitelist by entering a verification code sent to their email address.
New Phone Confirmation
Prompts a client to confirm disabling the withdrawal whitelist by entering a verification code sent to their phone number.
Whitelist Disable required
Disables the withdrawal whitelist.
Withdrawal wizard
The wizard outlines the procedure of making withdrawals in the B2CORE UI.
Withdrawal Creation required
Creates a new withdrawal.
Email Confirmation
Prompts a client to confirm the withdrawal by entering a verification code sent to their email address.
New Phone Confirmation
Prompts a client to confirm the withdrawal by entering a verification code sent to their phone number.
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