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.

Email

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.