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Wizards

On this page, you can view a list of added and configured wizards.

Wizards are tools used to configure and modify workflows of specific procedures that run in the B2Core UI, such as client registration, authorization, password recovery, and others.

You can configure multiple wizards for each procedure. In such cases, you should select the default wizard that will be used to run a procedure in the B2Core UI. Non-default wizards may outline procedures used by external systems to perform certain actions via API.

General information

The following information is provided about each wizard:

ID: The wizard identifier.
Name: The wizard name.
Type: The type indicating the procedure for which the wizard outlines the workflow.
Enabled: If Yes, the wizard is enabled and used for running a procedure; otherwise, No.
Default: If Yes, the wizard is used by default in the case when more than one wizard is configured for the same procedure; otherwise, No.

To view wizard details, click the Edit button.

Details

The details page is divided into the following tabs:

Wizard tab — displays the main wizard parameters
Workflow tab — lists the required and additional steps included in a procedure workflow

The required steps can’t be removed from a procedure workflow.

To include additional steps in the workflow, click the Add button and select a step from the list of additional steps supported for a selected wizard.

Both the required and additional steps are automatically assigned designated priority indexes that define the order in which the steps are executed when running a procedure in the B2Core UI. The steps can’t be reordered.

The following are some of the supported wizards, along with their full lists of required and additional steps that form the procedure workflows. Required steps are labeled as required. Additional steps can be added to or removed from procedure workflows as necessary. The order of the steps can’t be changed.

Registration wizard

The wizard outlines the procedure of signing up new clients to the B2Core UI.

Step	Description
Captcha Check required	Prompts a client to pass a CAPTCHA test. Only Google ReCaptcha is supported. The step is required and can’t be removed from the workflow, but you can choose to enable or disable the use of ReCaptcha on the Sing Up page (for details, refer to How to enable or disable Google ReCaptcha).
Basic Information required	Prompts a client to specify the personal information required for registration, such as their email address, first and last names, phone number, address, and password for accessing the B2Core UI.
Client Type	Prompts a client to select a profile type, such as individual or corporate.
Email Confirmation	Prompts a client to confirm the email address entered during registration with a verification code sent to that email.
New Phone Confirmation	Prompts a client to confirm the phone number entered during registration with a verification code sent to that number.
Advanced	Prompts a client to provide extra information by filling in the custom fields added specifically for this step.
User Registration required	Registers a client in B2Core using the provided personal information and assigns the client a specific client type and verification level.

Authorization wizard

The wizard outlines the procedure of signing in to the B2Core UI.

Step	Description
Captcha Check required	Prompts a client to pass a CAPTCHA test. Only Google ReCaptcha is supported. The step is required and can’t be removed from the workflow, but you can choose to enable or disable the use of ReCaptcha on the Sing In page (for details, refer to How to enable or disable Google ReCaptcha).
Login required	Prompts a client to enter their login and password.
2FA required	After entering the login and password, prompts a client to enter a 2FA code depending on which 2FA method is enabled for the client (2FA with SMS codes or 2FA with the Google Authenticator app). If both 2FA methods are enabled, the client can select the desired method.
Email (Reset Password) required	Applicable only for the case when a client was forced to reset their password by the admin (for details, refer to How to prompt a password reset). Prompts a client to confirm the action by entering a verification code sent to their email address.
Password (Reset Password) required	Applicable only for the case when a client was forced to reset their password by the admin. Prompts a client to enter a new password and confirm the new password by entering it again.

Password recovery wizard

The wizard outlines the procedure of recovering client passwords for accessing the B2Core UI.

Step	Description
Password Recovery Form required	Prompts a client to enter their email address for identification purposes.
New Phone Confirmation	Prompts a client to confirm password recovery by entering a verification code sent to their phone number.
Email Confirmation	Prompts a client to confirm password recovery by entering a verification code sent to their email address.
Successful Password Change required	Prompts a client to enter a new password for accessing the B2Core UI and saves it as the valid password for the client.

Password change wizard

The wizard outlines the procedure of changing client passwords for accessing the B2Core UI.

Step	Description
Email Confirmation	Prompts a client to confirm password change by entering a verification code sent to their email address.
New Phone Confirmation	Prompts a client to confirm password change by entering a verification code sent to their phone number.
Successful Password Change required	Prompts a client to enter a new password for accessing the B2Core UI and saves it as the valid password for the client.

Phone change wizard

The wizard outlines the procedure of adding a new phone number to a client profile.

Step	Description
New Phone Addition required	Prompts a client to enter a new phone number.
New Phone Confirmation	Prompts a client to confirm the new phone number by entering a verification code sent to that number.

Address change wizard

The wizard outlines the procedure of changing the client address.

Step	Description
Address Update required	Prompts a client to specify new address.

Whitelist creation wizard

The wizard outlines the procedure of creating a withdrawal whitelist and adding wallet addresses to that list.

Step	Description
Whitelist Creation required	Prompts a client to enter a wallet address that the client wants to add to their withdrawal whitelist.
Email Confirmation	Prompts a client to confirm the whitelist creation by entering a verification code sent to their email address.
New Phone Confirmation	Prompts a client to confirm the whitelist creation by entering a verification code sent to their phone number.

Whitelist delete wizard

The wizard outlines the procedure of deleting wallet addresses from the withdrawal whitelist that was previously created by a client.

Step	Description
Email Confirmation	Prompts a client to confirm deletion of a wallet address by entering a verification code sent to their email address.
New Phone Confirmation	Prompts a client to confirm deletion of a wallet address by entering a verification code sent to their phone number.

Whitelist change wizard

The wizard outlines the procedure of disabling the withdrawal whitelist that was previously created by a client.

Step	Description
Email Confirmation	Prompts a client to confirm disabling the withdrawal whitelist by entering a verification code sent to their email address.
New Phone Confirmation	Prompts a client to confirm disabling the withdrawal whitelist by entering a verification code sent to their phone number.
Whitelist Disable required	Disables the withdrawal whitelist.

Withdrawal wizard

The wizard outlines the procedure of making withdrawals in the B2Core UI.

Step	Description
Withdrawal Creation required	Creates a new withdrawal.
Email Confirmation	Prompts a client to confirm the withdrawal by entering a verification code sent to their email address.
New Phone Confirmation	Prompts a client to confirm the withdrawal by entering a verification code sent to their phone number.