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  • How-to articles
    • Manage clients
      • How to register a new client
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      • How to add a currency
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      • How to use the KYC constructor
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    • 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
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        • How to integrate BridgerPay
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  • Release notes
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On this page
  • General information
  • Details
  • Registration wizard
  • Authorization wizard
  • Password recovery wizard
  • Password change wizard
  • Address change wizard
  • Whitelist creation wizard
  • Whitelist delete wizard
  • Whitelist change wizard
  • Withdrawal wizard

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  1. Back Office guide
  2. System

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 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.

Step
Description

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.

Step
Description

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.

Step
Description

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.

Step
Description

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.

Step
Description

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.

Step
Description

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.

Step
Description

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.

Step
Description

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.

Step
Description

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.

See also

PreviousPayout systemNextBulk actions

Last updated 22 days ago

Was this helpful?

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
How to block registration for country
How to change the wizard workflow