Back Office guide
This document provides a detailed description of the B2Core Back Office interface. The structure of this section is similar to that of the Back Office, encompassing the following pages as they are listed in the main menu.
- Release notes
- November, 2023
- October, 2023
- August 9, 2023
- May 29, 2023
- April 18, 2023
- April 4, 2023
- March 21, 2023
- February 28, 2023
- February 14, 2023
- January 31, 2023
- January 19, 2023
- December 20, 2022
- December 6, 2022
- November 24, 2022
- November 8, 2022
- October 25, 2022
- October 11, 2022
- September 27, 2022
- September 13, 2022
- August 30, 2022
- August 16, 2022
- August 2, 2022
- July 19, 2022
- July 5, 2022
- June 21, 2022
- June 7, 2022
- May 24, 2022
- April 26, 2022
- April 12, 2022
- March 29, 2022
- March 15, 2022
- March 1, 2022
- February 15, 2022
- February 1, 2022
- January 18, 2022
- December 21, 2021
- December 7, 2021
- November 24, 2021
- November 9, 2021
- October 26, 2021
- October 12, 2021
- September 28, 2021
- September 14, 2021
- August 31, 2021
- August 3, 2021
- July 20, 2021
- July 6, 2021
- June 22, 2021
- June 8, 2021
- May 26, 2021
- April 27, 2021
- April 13, 2021
- March 30, 2021
- March 16, 2021
- March 2, 2021
- February 16, 2021
- February 2, 2021
- Integrations
- Back Office guide
- Get started
- Clients
- Introducing brokers
- MT accounts
- Finance
- Bonuses
- Currencies
- Cashback
- Products
- PAMM
- Promotion
- Mailing
- Ticket feedback
- Verification
- B2BinPay
- System
- Security
- References
- How-to articles
- Manage clients
- How to create a client profile
- How to change a client password
- How to prompt a password reset
- How to disable 2FA for a client
- How to enable internal transfers for a client
- How to view deposit or withdrawal addresses
- How to upload a file
- How to assign tags to clients
- How to resolve client requests
- How to create categories for the Event log
- Manage finances
- How to add, edit or delete deposit or withdrawal methods
- How to create a deposit
- How to create a payout
- How to create a transfer
- How to exchange funds
- How to create a report
- Manage currencies
- Manage bonuses
- Manage products
- Manage cashback options
- Manage advertising options
- Manage mailing options
- Manage verification options
- Manage system settings
- How to change the wizard workflow
- How to add and configure the registration wizard
- How to block registration for a country
- How to add Google ReCaptcha
- How to add a B2BinPay API key to the B2Core Back Office
- How to add or remove a language
- How to create a request resolution type
- How to create a request resolution
- How to set up event notifications
- How to set up Apple push notifications
- How to add a user group and grant permissions
- How to add an admin user
- How to make an admin user see only specific clients
- How to create a bulk action
- How to export a CSV file with email addresses
- How to manage calendar events
- How to change Back Office images
- How to set up 2FA
- How to import client-related data
- How to import data related to Back Office user groups
- Manage trading platforms
- Manage communication platforms
- Manage Acrobat Sign templates
- Manage clients
- B2Core API
- REST API
- Overview
- The Back Office API
- Authentication
- Two-factor authentication
- Authorization history
- Accounts
- Addresses
- Banners
- Black and White lists
- Blocked clients
- Bonuses
- Get a list of bonuses
- Get bonus details
- Create a bonus
- Update a bonus
- Delete a bonus
- Extend a bonus
- Hold a bonus
- Reactivate a bonus
- Revoke a bonus
- Get a list of bonus presets
- Get bonus preset details
- Create a bonus preset
- Update a bonus preset
- Delete a bonus preset
- Get a list of temporary bonuses
- Get temporary bonus details
- Create a temporary bonus
- Update a temporary bonus
- Delete a temporary bonus
- Calendar events
- Clients
- Client files
- Client folders
- Client managers
- Client permissions
- Client settings
- Client tags
- Client tests
- Get a list of client tests
- Get client test details
- Create a client test
- Update a client test
- Delete a client test
- Get a list of test’s questions
- Get test’s question details
- Add a question to a client test
- Update a test’s question
- Delete a test’s question
- Get a list of answer options
- Get answer option details
- Add an answer option
- Update an answer option
- Delete an answer option
- Get a list of completed tests
- Get completed test details
- Client types
- Confirmations
- Get a list of SMS providers
- Get SMS provider details
- Get a list of SMS provider names
- Get the configuration settings of an SMS provider
- Add an SMS provider
- Update an SMS provider
- Delete an SMS provider
- Get a list of confirmation templates
- Get confirmation template details
- Create a confirmation template
- Update a confirmation template
- Delete a confirmation template
- Countries
- Currencies
- Currency aliases
- Currency pairs
- Deposits
- Deposit methods
- Get a list of deposit groups
- Get deposit group details
- Create a deposit group
- Update a deposit group
- Delete a deposit group
- Get a list of deposit methods
- Get deposit method details
- Create a deposit method
- Update a deposit method
- Delete a deposit method
- Get a list of deposit commissions
- Get Deposit commission details
- Add a deposit commission
- Update a deposit commission
- Delete a deposit commission
- Get a list of deposit currencies
- Get Deposit currency details
- Add a deposit currency
- Update a deposit currency
- Delete a deposit currency
- Get a list of deposit method attributes
- Get deposit method attribute details
- Add a deposit method attribute
- Delete a deposit method attribute
- Get a list of deposit method restrictions
- Get deposit method restriction details
- Add a new deposit method restriction
- Update a deposit method restriction
- Delete a deposit method restriction
- Devices
- Documents
- Document types
- Document groups
- Emails
- Get a list of email delivery services
- Get email delivery service details
- Add an email delivery service
- Update an email delivery service configuration
- Delete an email delivery service configuration
- Get a list of email templates
- Get email template details
- Create an email template
- Update an email template
- Delete an email template
- Get a list of sent emails
- Get sent email details
- Send an email
- Delete a sent email
- Email notification templates
- Get a list of email notification templates
- Get email notification template details
- Create a new email notification template
- Update an email notification template
- Delete an email notification template
- Get a list of notification types
- Get notification type details
- Create a new notification type
- Update a notification type
- Delete a notification type
- Event notifications
- Get a list of events types
- Get a list of event notifications
- Get event notification details
- Create a new event notification
- Update an event notification
- Delete an event notification
- Get a list of event listeners
- Get event listener details
- Add a new event listener
- Update an event listener
- Delete an event listener
- Get an event types list
- Get a list of event handlers
- Get a list of event handler workflows
- Exchange rate providers
- Exchanges
- External connections
- File storage
- Key-value storage
- Localizations
- Menu items
- Paid services
- Get a list of subscriptions
- Get subscription details
- Create a subscription
- Update a subscription
- Delete a subscription
- Get a list of paid-service groups
- Get paid-service group details
- Create a paid-service group
- Update a paid-service group
- Delete a paid-service group
- Get a list of paid-service parameters
- Get paid-service parameter details
- Add a paid-service parameter
- Update a paid-service parameter
- Delete a paid-service parameter
- Get a list of parameter presets
- Get parameter preset details
- Create a parameter preset
- Update a parameter preset
- Delete a parameter preset
- Get a list of paid services
- Get paid service details
- Add a paid service
- Update a paid service
- Delete a paid service
- Passwords
- Phone numbers
- Products
- Get a list of products
- Get product details
- Create a new product
- Update a product
- Delete a product
- Get a list of product groups
- Get product group details
- Create a new product group
- Update a product group
- Delete a product group
- Get a list of product currencies
- Get product currency details
- Add a new product currency
- Update a product currency
- Delete a product currency
- Get a list of product notes
- Get product note details
- Add a new product note
- Update a product note
- Delete a product note
- Get a list of product restrictions
- Get product restriction details
- Add a new product restriction
- Update a product restriction
- Delete a product restriction
- Product permission groups
- Profile changes
- Profile photos
- Requests
- Resolutions
- SMTP service providers
- System logs
- Transactions
- Transfers
- Twilio
- Users
- User groups
- Verification history
- Verification levels
- Get a list of verification levels
- Get verification level details
- Create a new verification level
- Update a verification level
- Delete a verification level
- Get a list of verification level restrictions
- Get verification level restriction details
- Add a verification level restriction
- Update a verification level restriction
- Delete a verification level restriction
- Whitelisted withdrawal addresses
- Widgets
- Withdrawals
- Withdrawal methods
- Get a list of withdrawal groups
- Get withdrawal group details
- Create a withdrawal group
- Update a withdrawal group
- Delete a withdrawal group
- Get a list of withdrawal methods
- Get withdrawal method details
- Create a withdrawal method
- Update a withdrawal method
- Delete a withdrawal method
- Get a list of withdrawal commissions
- Get withdrawal commission details
- Add a withdrawal commission
- Update a withdrawal commission
- Delete a withdrawal commission
- Get a list of withdrawal currencies
- Get withdrawal currency details
- Add a withdrawal currency
- Update a withdrawal currency
- Delete a withdrawal currency
- Get a list of withdrawal method attributes
- Get withdrawal method attribute details
- Add a withdrawal method attribute
- Delete a withdrawal method attribute
- Get a list of withdrawal method restrictions
- Get withdrawal method restriction details
- Add a withdrawal method restriction
- Update a withdrawal method restriction
- Delete a withdrawal method restriction
- Withdrawal templates
- Back Office API objects
- The Answer Option object (Back Office)
- The Account object (Back Office)
- The Address object (Back Office)
- The Antifraud Procedure object (Back Office)
- The Authorization Record object (Back Office)
- The Banner object (Back Office)
- The Bonus object (Back Office)
- The Bonus Preset object (Back Office)
- The Calendar Event object (Back Office)
- The Client object (Back Office)
- The Client Folder object (Back Office)
- The Client Limits object (Back Office)
- The Client Manager object (Back Office)
- The Client Settings object (Back Office)
- The Client Test object (Back Office)
- The Client Type object (Back Office)
- The Completed Test object (Back Office)
- The SMS Provider object (Back Office)
- The Confirmation Template object (Back Office)
- The Country object (Back Office)
- The Currency object (Back Office)
- The Currency Alias object (Back Office)
- The Currency Pair object (Back Office)
- The Deposit Commission (Back Office)
- The Deposit Currency object (Back Office)
- The Deposit Group object (Back Office)
- The Deposit Method object (Back Office)
- The Deposit Method Attribute object (Back Office)
- The Deposit Method Restriction object (Back Office)
- The File Storage object (Back Office)
- The Key-Value Pair object (Back Office)
- The Key-Value Tag object (Back Office)
- The Device object (Back Office)
- The Document object (Back Office)
- The Document Type object (Back Office)
- The Document Group object (Back Office)
- The Email Delivery Service object (Back Office)
- The SMTP Service Provider object (Back Office)
- The Notification Type object (Back Office)
- The Email Notification Template object (Back Office)
- The Email Template object (Back Office)
- The Event Listener object (Back Office)
- The Event Notification object (Back Office)
- The Exchange Rate Provider object (Back Office)
- The External Connection object (Back Office)
- The Localization object (Back Office)
- The Menu Item object (Back Office)
- The Paid Service object (Back Office)
- The Paid-Service group object (Back Office)
- The Paid-Service parameter object (Back Office)
- The Parameter Preset object (Back Office)
- The Permission Level object (Back Office)
- The Phone Number object (Back Office)
- The Product object (Back Office)
- The Product Currency object (Back Office)
- The Product Group object (Back Office)
- The Product Note object (Back Office)
- The Product Permission Group object (Back Office)
- The Product Restriction object (Back Office)
- The Profile Change object (Back Office)
- The Request object (Back Office)
- The Resolution object (Back Office)
- The Resolution Type object (Back Office)
- The Security Policy object (Back Office)
- The Sent Email object (Back Office)
- The Subscription object (Back Office)
- The System Log object (Back Office)
- The Test’s Question object (Back Office)
- The Temporary Bonus object (Back Office)
- The Transaction object (Back Office)
- The Transaction Type (Back Office)
- The Transaction Monitoring object (Back Office)
- The User object (Back Office)
- The User Group object (Back Office)
- The Statement object (Back Office)
- The Tag object (Back Office)
- The Verification Level object (Back Office)
- The Verification Level Restriction object (Back Office)
- The Whitelisted Address object (Back Office)
- The Widget object (Back Office)
- The Withdrawal Commission (Back Office)
- The Withdrawal Currency object (Back Office)
- The Withdrawal Group object (Back Office)
- The Withdrawal Method object (Back Office)
- The Withdrawal Method Attribute object (Back Office)
- The Withdrawal Method Restriction object (Back Office)
- The Withdrawal Template object (Back Office)
- The Front Office API
- Get started
- Obtain a device fingerprint
- Registration
- Authentication
- Initialize the Sign In Wizard
- Sign in to the B2Core UI
- Refresh the access token
- Sign out of the B2Core UI
- Reset a password from the Sign In page
- Set up a new password from the Sign In page
- Get a QR code sign-in channel
- Get an authorization token for signing in using a QR code
- Sign in using a QR code
- Two-factor authentication
- Choose a 2FA method
- Use Google Authenticator to secure access to the B2Core UI
- Use an SMS code to secure access to the B2Core UI
- Initiate a 2FA procedure for an authorized client
- Initiate a 2FA procedure for an unauthorized client
- Complete the initiated 2FA procedure
- Check 2FA status
- Get 2FA method details
- Initialize a wizard for enabling 2FA
- Initialize a wizard for disabling 2FA
- Enable or disable 2FA
- Get 2FA change history
- Get 2FA change details
- Accounts
- Get a list of client accounts
- Get client account details
- Create a new account
- Archive an account
- Update an account
- Initialize the wizard for changing a trading account password
- Confirm a procedure of changing a trading account password
- Change a trading account password
- Restore a trading account password
- Announcements
- Anti-phishing codes
- Apple device tokens
- Authorization history
- Banners
- Bonuses
- Charts
- Client permissions
- Client profiles
- Client settings
- Client tests
- Client types
- Countries
- Currencies
- Help desk tickets
- Deposits
- Deposit methods
- Devices
- Documents
- Key-value storage
- Localizations
- Menu items
- Passwords
- Product currencies
- Product groups
- Product notes
- Profile photos
- The mobile app settings
- Trading platforms
- Transactions
- Transfers
- Verification procedures
- Verification levels
- Whitelisted withdrawal addresses
- Get a list of whitelisted withdrawal addresses
- Get whitelisted withdrawal address details
- Get a list of currencies for withdrawing funds to whitelisted withdrawal addresses
- Initialize the wizard for creating a withdrawal address whitelist
- Add a withdrawal address to a whitelist
- Initialize the wizard for removing a withdrawal address from a whitelist
- Remove a withdrawal address from a whitelist
- Enable the address management option
- Initialize the wizard for disabling the address management option
- Disable the address management option
- Confirm an initialized procedure
- Widgets
- Withdrawals
- Withdrawal methods
- Withdrawal templates
- Front Office API objects
- The Account object (Front Office)
- The Announcement object (Front Office)
- The Authorization Record object (Front Office)
- The Banner object (Front Office)
- The Bonus object (Front Office)
- The Client Profile (Front Office)
- The Client Settings object (Front Office)
- The Client Type object (Front Office)
- The Country object (Front Office)
- The Currency object (Front Office)
- The Deposit Group object (Front Office)
- The Deposit Method object (Front Office)
- The Device object (Front Office)
- The Document object (Front Office)
- The Exchange Rate object (Front Office)
- The Key-Value Pair object (Front Office)
- The Localization object (Front Office)
- The Menu Item object (Front Office)
- The Product Currency object (Front Office)
- The Product Group (Front Office)
- The Product Note object (Front Office)
- The Temporary Bonus object (Front Office)
- The Ticket object (Front Office)
- The Transaction object (Front Office)
- The Verification Level object (Front Office)
- The Whitelisted Address object (Front Office)
- The Widget object (Front Office)
- The Withdrawal Group object (Front Office)
- The Withdrawal Method object (Front Office)
- The Withdrawal Template object (Front Office)
- WebSocket API
- REST API
- B2Core Mobile
- Deploying your iOS app
- Step 1. Prepare the licenses for trading crypto
- Step 2. Create and configure a demo account in the B2Core UI
- Step 3. Enroll in the Apple Developer Program as an Organization
- Step 4. Grant the access and admin permissions to the B2Core team
- Step 5. Provide all necessary information to your Account Manager
- Step 6. Specify the pricing, availability and privacy options
- Step 7. Specify a demo account from which the Apple Review team will log in
- Deploying your Android app
- Deploying your iOS app