General

This subsection contains a list of all clients registered in the B2Core UI.

ID

Identifier of the client in the system.

Name

Client’s name.

Created

Date and time of client’s profile creation.

Status

Current status of the client in the B2Core UI, refer to Client statuses for details.

Email

Email address the client uses to log in to the B2Core UI.

Tags

Tag(s) assigned to the client. The tags are used to adjust the display of the client list for the Back Office administrators, refer to Users for details.

Manager

Manager of the client, refer to Managers for details.

Phone

Client’s phone number.

Country

Country if specified by the client at registration/KYC, refer to Countries for countries list.

City

Client city.

Types

Client type, refer to Types for details.

Internal client type

This field is used for internal purposes only.

Verification level

Some operations in the B2Core UI may require verification of certain level, refer to Verification for details.

Company Short

Short name of the client’s company.

Company Full

Full name of the client company.

Risk level

Client trading status may vary depending on the risk level.

Last login

Date and time of client last log in to the B2Core UI.

To see details, click the edit button. Detailed info interface is split into several tabs, menu button in the upper right corner opens a drop-down list of additional tabs. These tabs will be covered in more detail in the following sections.

Client tab

The Client tab is visible by default. It contains client’s personal data and profile info such as status, verification, etc. On this tab you can also add client phone number, and dial that number via the configured provider.

Note

Disabled (gray) fields cannot be edited (most of them are system fields and filled automatically).

Note that changing the following fields values may affect client’s permissions:

  • Email — this field is disabled by default, but you can enable it by clicking the pencil icon. Note that this is an email address, which client uses to log in the system. History of email addresses changes you can see in Historical Info tab.

  • Status — refer to Client statuses for details.

  • Client type — some restrictions may be specified depending on client’s type, refer to Types for details.

  • Manager — availability of some operations may vary for clients of different offices/managers, refer to Managers for details.

  • Verification level and Verification — some operations in the B2Core UI may require verification of certain level.

  • Tag — does not affect client’s permissions, but can be used by administrator to search and display clients with specified tags, refer to Users for details.

  • Risk level — trading status may vary depending on risk level.

Note

Birthday field is disabled by default — click the pencil icon to enable editing. Note, that a user must be at least 18 years old.

Services tab

On this tab you can view a list of paid services to which the client is connected and connect the client to a new service (Add client service).

Note

For some services it may be required to specify additional parameters when connecting a client — refer to Parameters for details.

Service full name

Service name, refer to List for details

Service group

Name of the group in which this service is included, refer to Groups for details

Status

Status of subscription

Advanced tab

On this tab you can see additional data that the client specified during registration.

The set of fields depends on the registration wizard settings.

Event log tab

On this tab, you can add notes and comments about the client and organize them by categories. You can edit the comment text, format it, insert hyperlinks and add attachments.

When adding a note or comment, you can tag particular admins to send them automatic notification emails containing the details of your comment. In addition, you can view admin responses displayed under a particular comment.

In the Events log subsection, you can view a list of notes and comments for which you were marked as a recipient and find detailed information about available categories.

Address tab

On this tab you can view a list of client addresses and details.

Accounts tab

On this tab you can view a list of client’s accounts.

refer to Accounts for fields and explanations.

Transactions tab

Select the transaction type to view:

Deposit

A list of client’s deposits. refer to Deposits for fields and explanations.

Payout

A list of client’s payouts. refer to Payouts for fields and explanations.

Transfer

A list of client’s transfers. refer to Transfers for fields and explanations.

Exchange

A list of client’s exchanges. refer to Exchange for fields and explanations.

Balance change operation

History of balance changes made by the administrator via the Back Office, contains the following information:

  • Date and time of balance changing

  • Account number

  • Amount of operation

  • Credit/Debit type of operation

  • Admin user who performed the operation

Note

Balance changes by the Back Office administrator are not displayed in the Deposits and Payouts lists.

Password change history tab

This tab contains information about client’s password changes.

Date

Date and time of password change.

Type

Type of password changing:

  • Restored — client reset the password

  • Changed by admin — client’s password was changed by administrator

Changed by

Email address of the performer.

Settings tab

This tab is used to specify trading and account restrictions for the client.

Communication Language

refer to Localizations for a list of supported languages.

Request color

You can define the color which will be used to highlight requests of this client in Requests, and so additionally mark it for your convenience. Enter the color name or hex, or rgba, or click the grey field to pick the color from palette.

Exchange blocked

If Yes, exchange widgets in the B2Core UI are unavailable for this client. This option will overwrite the restrictions based on the verification level, refer to Verification for details.

Deposits blocked

If Yes, deposits in the B2Core UI are unavailable for this client. This option will overwrite the restrictions based on the verification level, refer to Verification for details.

Withdrawals blocked

If Yes, withdrawals in the B2Core UI are unavailable for this client. This option will overwrite the restrictions based on the verification level, refer to Verification for details.

Converter blocked

If Yes, exchanges in the B2Core UI are unavailable for this client. This option will overwrite the restrictions based on the verification level, refer to Verification for details.

Internal transfer blocked

If Yes, internal transfers between wallets in the B2Core UI are unavailable for this client. This option will overwrite the restrictions based on the verification level, refer to Verification for details.

Rights tab

On this tab you can overwrite access rights for the client. Access rights define which transactions the client can make in the B2Core UI. For details, refer to Client rights.

If you change access rights for the client individually, on this tab the new value will be displayed with *.

Options tab

Use this tab to define individual accounts limitations for this client:

  • Max number of demo trading accounts

  • Max number of live trading accounts

This values (if set) will overwrite default system limitations, refer to Products for details.

Test results tab

On this tab you can view a list of tests which the client has passed in the B2Core UI and their results. refer to Client tests for more details.

Trades tab

On this tab you can view a history of client trades.

Order ID

Order identifier on the exchange.

Instrument

Currency pair.

Side

Trade side: buy or sell.

Quantity

Trade amount in the quoted currency.

Price

Execution price.

Value

Trade amount in the base currency.

Fee

Trade commission.

Fee Product

Trade commission currency.

Date

Date and time of the trade.

MT Accounts tabs

On these tabs you can view a list of client’s MetaTrader accounts. The list can be divided into several tabs according to the number of active platforms. Refer to MT Accounts for fields and explanations.

B2Margin Accounts tab

Use this tab to monitor client’s margin accounts in B2Margin system.

ID

System record identifier.

Account ID

Identifier of B2Margin account.

Currency

Account currency.

Balance

Account total balance.

Equity

Account equity.

Margin

Account total margin.

Free Margin

Account available margin.

Unrealized PL

Current profit/loss on open positions.

Open Positions

Number of open positions.

Open Orders

Number of open orders.

Created At

Date and time of account creation.

To see details, click the account. Account details contain the following tabs:

  • Positions — a list of open positions

  • Open Orders — a list of open margin orders

  • Trades — a list of executed trades

  • Order History — a list of all margin orders opened from this account

Files tab

On this tab you can view, add, upload, download and delete files related to a client.

By default, folder tree on this tab corresponds to the Client folders. You can additionally create and manage custom folders as a more advanced file storage. You can create a folder tree with any nesting depth. You cannot delete the pre-defined folders on this tab. You can view only those pre-defined system folders, to which you were granted access.

If a system folder is created with the same name as that of a custom folder of some client, a _Custom postfix will be added to the name of the custom folder, and a system folder with the same name will be created next to it.

Use following buttons to get the required functionality:

Download all

Get an email with a zip file, containing all files of a particular client.

Add file

Upload client files from your computer or a cloud into the system.

Add multiple files

Use this button to upload multiple files at once.

Add directory

Create new directories.

Edit

Edit file names or move files into another directories. Files can only be moved between the directories of the same client.

Delete

Delete selected files or directories.

Cancel

Discard unsaved changes.

Save

Save new changes.

Compliances tab

On this tab you can view, add, and edit text notes or commentaries related to the client. This comment will be displayed only in the Back Office. Your client will not get any notification on it.

Comment

Internal text note on the client.

Date

Date and time when the comment was added.

Creator

Administrator who added the comment.

Last Editor

Administrator who last edited the comment.

Deposit wallets tab

On this tab you can view a list of cryptocurrency wallets that were generated for the client.

Method

Method which is used to deposit funds, refer to Deposit methods for details.

Currency

Wallet currency.

Address

Public wallet address.

Destination tag

Applicable for XRP, XLM, BNB, XEM.

Withdrawal wallets tab

On this tab you can view a list of wallets that were used by the client for withdrawal.

Method

Method which is used to withdraw funds, refer to Payout methods for details.

Currency

Wallet currency.

Address

Public wallet address.

Destination tag

Applicable for XRP, XLM, BNB, XEM.

Saved withdrawals tab

On this tab you can view a list of saved withdrawal details, which are withdrawal “patterns” which the client has saved in the B2Core UI when creating a withdrawal to avoid specifying the same information once again for each subsequent withdrawal.

Name

Provider name.

Saved at

Date and time of withdrawal saving.

By clicking the eye button, you’ll switch to the selected saved withdrawal details. The data is stored in the JSON format.

Documents tab

On this tab you can view a list of client’s documents used for Verification.

ID

Document identifier in the Back Office.

Type

Document type, refer to Document types for a list of supported types.

Status — current status of the client request for document approval.

Request ID

Identifier of the client request for the document approval.

2FA tab

On this tab you can get information on two-factor authentication status.

Above the table you can view current state of 2FA:

  • SMS — the client receives 2FA verification codes via SMS: enabled or disabled.

  • Google — the client receives 2FA verification codes via the Google Authenticator app: enabled or disabled.

The table contains the history of enabling/disabling client two-factor authentication:

Date

Date and time of 2FA enabling/disabling.

Enabled

Action type: 2FA was enabled or disabled.

Provider

2FA provider.

Authorization history tab

On this tab you can view the history of the client logins to the B2Core UI.

Auth date

Date and time of login to the B2Core UI.

Auth IP

IP address from which the client logged in to the B2Core UI.

Auth location

Location (country, city) from which the client logged in to the B2Core UI, based on the IP address.

Status

Status of login: success or failed.

Historical Info tab

This tab contains the history of the client’s email address changing: origin email, new email, when and by whom it was changed.

Note

For the first registered email address columns Origin email and Changed by are empty.

Devices tab

On this tab you can view a list of devices from which the client has ever logged in to B2Core UI. This list contains information on logins such as IP, OS, and browser, and Fingerprint Data which is the detailed information about the device from which the user has logged in to.

KYC Data tab

On this tab you can view the history of client verification levels changing: new level, previous level, when and by whom it was changed, and the reason of changing.

refer to Verification for more details on access rights, based on the verification levels.