Services
On this page, you can manage paid services to which clients are subscribed.
Each client can be subscribed to multiple paid services at a time.
Clients
On this page, you can view a list of clients subscribed to any paid services (both in active and inactive state).
To view paid services to which a particular client is subscribed, navigate to the Services tab on the client details page.
- ID
The client identifier.
The client email address.
- Active services
The list of paid services to which a client is currently subscribed.
- Inactive services
The list of a client’s paid services that are currently inactive.
- Client internal type
For internal use: the internal category assigned to a client.
- Client type
The category assigned to a client.
- Company short
The short name of a client’s company.
- Company long
The full name of a client’s company.
- Tags
The tags assigned to a client that are used to sort the client list displayed to Back Office administrators.
- Manager
The client’s manager.
On this page, you can also view the columns displaying additional parameters applied to paid services to individually configure them for clients.
The parameters are displayed to Back Office users based on the categories in which the parameters are included.
If a parameter is included in a category for which a Back Office user group is assigned the view or view and edit permissions, this parameter is visible for the users of this group.
If a parameter is included in a category for which a Back Office user group isn’t assigned the view or view and edit permissions, this parameter is hidden from the users of this group.
List
On this page, you can view a list of all paid services available to B2Core clients.
The following data is provided about each paid service:
- ID
The identifier of a paid service.
- External system id
The identifier of an external service provider.
- Name
The short name of a paid service.
- Full name
The full name of a paid service.
- Group
The name of a group to which a paid service belongs.
- Status
The current status of a paid service.
- Comment
The internal description of a paid service.
Parameters
On this page, you can configure additional parameters that can be applied to paid services when subscribing clients to them.
General information
The following information is provided about each parameter:
- ID
The parameter identifier.
- Name
The parameter name.
- Caption
The parameter description.
- Category
The category in which a parameter is included.
Only the Back Office users belonging to the groups which are assigned the permissions to view or view and edit the parameters included in a particular category can specify them when subscribing clients to paid services.
If no category is assigned to a parameter, it can be used by all Back Office users who are allowed to manage paid services.
- Services
The list of services to which a parameter applies.
To view and edit parameter details, click the Edit button.
Details
The following additional information is provided about each parameter:
- Services
To enable a parameter for a service, move the service name from the left to the right column.
To disable a parameter for a service, move the service name from the right to the left column.
- Category
The category in which a parameter is included.
To move a parameter from one category to another, expand the drop-down list and select a category to which you want to move the parameter.
- Type
The parameter type. Possible values:
Text
Numeric
Date
Select
Multiselect
Checkbox
Table
For some parameter types, additional configuration options can be displayed.
Categories
On this page, you can view and manage categories used to differentiate the use of paid service parameters between various groups of Back Office users.
General information
The following information is provided about each category:
- ID
The category identifier.
- Caption
The category name.
- Description
The optional category description.
- Created At
The date and time when a category was created.
- Updated At
The date and time when a category was last updated.
To view and edit category details, click the Edit button.
Details
The details page contains the following tabs:
Category — on this tab, the Caption and Description fields can be modified.
Rights — on this tab, access permissions for category parameters can be set up for Back Office user groups.
If the View switch is enabled for one or several Back Office user groups, only the users of these groups can specify the parameters included in this category when subscribing clients to paid services.
In addition, the parameters included in categories for which a Back Office user group is assigned the view permission are displayed only to the users of this group when viewing data displayed on the Services > Clients page or on the Services tab on the client details page.
If the Edit switch is enabled for one or several Back Office user groups, the users of these groups, in addition to the View permission, can modify values of the parameters included in this category when subscribing clients to paid services or modifying existing subscriptions on the Edit Subscription page.
When enabling the Edit switch for a user group, the View switch is enabled automatically.
Groups
On this page, you can view a list of groups to which various paid services may belong.
The following data is displayed about each group:
- ID
The service group identifier.
- Caption
The service group description.
- Comment
The internal description of a service group.
Saved presets
On this page, you can view a list of templates, or presets, configured for creating paid services.
When adding a new paid service, you can select a preset from the Preset option list.
You can also save a configured paid service as a preset by clicking the Save preset button.
Note
When a service parameter is deleted, all related presets are deleted automatically.
The following data is provided about each preset:
- ID
The internal identifier of a preset.
- Service
The name of a paid service to which a preset can be applied.
- Date added
The date and time when a preset was created.
- Name
The name of a preset.
E-Signature
B2Core is integrated with Acrobat Sign, allowing you to handle the documents required for managing paid services and send them to clients for electronic signing.
Templates
On this page, you can view a list of document templates created and configured in Acrobat Sign and uploaded to the Back Office.
You can create documents based on Acrobat Sign templates, and then send them to your clients for electronic signing.
To upload the templates created in Acrobat Sign to the Back Office, click Refresh Data in the upper-right corner of the page.
The following information is provided about each document template:
- ID
The identifier of a document template.
- Name
The name of a document template.
- Created By
The email address of a Back Office user who created a template.
- Modified At
The date and time when a template was last modified.
- Service Preset
The name of a parameter preset created for a specific service to which a client is subscribed. The values of parameters included in a preset can be used for filling in the form fields added to a document template.
The names of a document template and parameter preset must be the same as the name of a paid service with which they are associated.
To view a list of saved parameter presets, navigate to Clients > Services > Saved presets.
- Service Preset Group
The name of a group in which a parameter preset is included.
- Status
The status assigned to a document template. Possible values:
Active — a template is ready for use
Authoring — a draft template that is being configured in Acrobat Sign
To view the form fields added to a document template, click the View fields button 
located in the template row.
The form fields can be automatically filled in with the client-related data stored in the Back Office or with parameter values from an associated parameter preset.
The following data is provided about each form field:
- Name
The name specified for a form field in Acrobat Sign.
- Content type
The field data type.
- Required
Indicates whether a form field is required.
- Assignee
The participant to whom a form field is assigned.
To send the created document to a client for signature, click the Send document button 
located in the template row.
See also
Logs
On this page, you can view the log of documents sent to clients for signature, as well as revoke already sent documents.
- ID
The identifier of a document created based on a document template and sent for signature.
- Name
The name of a document template.
- Service Preset
The name of a parameter preset applied to a document template.
- Service Preset Group
The name of a group in which a parameter preset is included.
- Recipient 1
The email address of a client to whom a document was sent for signature.
- Recipient 2
The email address of another client if two client signatures are required.
- Status
The document status. Possible values:
Waiting For Approval — a document draft is created in Acrobat Sign and must be approved by a Back Office user.
Out For Signature — a document is approved and sent to a client for signature.
Signed — a document is signed by a client.
Canceled — a document is revoked after it was sent to a client for signature.
To revoke a document that has already been sent to a client for signature and assigned the Out For Signature status, click the Revoke document button 
located in the document row.