General
See also
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 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.
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
Password change history tab
See also
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:
buyorsell.- 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
See also
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
See also
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
See also
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.
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
See also
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.