Wizards

The Wizards tool provides you with an opportunity to configure some parts of workflow on the side of the Back Office.

Adding and configuring the wizards is carried out at the level of the system source code. For each wizard, a list of default steps and a list of available steps are set. On the Back Office side, you can add/remove steps from the available ones, change their order and priority.

You can have more than one configured wizard for each workflow scenario. In this case, you need to select the default one which will be used by the B2Core UI. The other scenarios can be used by external systems to perform the actions via the API.

Supported wizards are listed below. Steps which will be added to the wizard by default are marked with *.

Registration

Registering a new client in the system. Each step of the wizard can have display restrictions (for example, restrictions by user type or by country). For this wizard adding the custom fields is available for steps Main form and Additional information.

Step

Description

Priority

Main form *

The system waits for basic client information

First

Client registration *

Registering a new client based on the previously entered data

Last

Client type

The system waits for information about the type of client being created

Not the first and not the last

Confirmation by email

The system sends a verification code to the client by email and waits for this code to be entered

Not the first and not the last

Confirmation by phone

The system sends a verification code to the client by the phone and waits for this code to be entered

Not the first and not the last

Captcha

Captcha creation

Not the first and not the last

Client phone number form

The system waits for information about the client’s phone number

Not the first and not the last

Additional information

The system waits for additional information about the client

Not the first and not the last

Password Recovery

Recovery of the client’s password via the B2Core UI.

Step

Description

Priority

Client identification *

Search for a client in the system by the email sent in the request

First

Confirmation by email *

The system sends a verification code to the client by email and waits for this code to be entered

Not the first and not the last

Password change *

The system waits the new entered password from the client and registers it as the current one

Last

Password change

Changing of the client’s password via the B2Core UI.

Step

Description

Priority

Confirmation by email *

The system sends a verification code to the client by email and waits for this code to be entered

Not the last

Password change *

The system waits the new entered password from the client and registers it as the current one

Last

Client type change

Changing of the current client type to corporate.

Step

Description

Priority

Blank form *

First

Detailed corporate information

The system waits for detailed corporate information from the client

Not the first

Additional corporate information

The system waits for additional corporate information from the client

Not the first

Bank information

The system waits for information about the bank from the client

Not the first

Bank information

The system waits for information about the bank from the client

Not the first

Representative person information

The system waits for information about the representative from the client

Not the first

Director and shareholders information

The system waits for information about the director and shareholders from the client

Not the first

Confirming the previously entered information

The system waits for the client to confirm that all information entered in the previous steps is correct and up-to-date

Not the first

Uploading corporate documents

The system waits for the client to upload files confirming the previously entered information

Not the first

Profile change

Changing of the basic information about the client.

Step

Description

Priority

Update information *

The system waits for updated client profile information

Single

Phone change

Changing of the client’s phone number.

Step

Description

Priority

Update phone number *

The system waits for client’s new phone number

First

Confirmation by phone

The system sends a verification code to the client by the phone and waits for this code to be entered

Last

Address change

Changing of the client’s address.

Step

Description

Priority

Update address *

The system waits for client’s new address

Single

Authorization

Authorization in the B2Core UI.

Step

Description

Priority

Captcha

The system checks for bots and robots

First

Login and password verification

The system waits for the client to enter username and password

Not the first

2FA

The system shows a list of available services for authorization with 2FA, waits for the client to select an authorization service, then delegates the process to this service

Not the first

2FA change

Disabling 2FA.

Step

Description

Priority

Confirmation by email *

The system sends a verification code to the client by email and waits for this code to be entered

Not the last

Confirmation by phone

The system sends a verification code to the client by the phone and waits for this code to be entered

Not the last

Disabling 2FA *

The system disables 2FA for the client

Last

Whitelist creation

Creating white lists for wallet addresses.

Step

Description

Priority

Creating white list *

The system creates a new white list for entered wallet_address

First

Confirmation by email *

The system sends a verification code to the client by email and waits for this code to be entered

Not the first

Confirmation by phone

The system sends a verification code to the client by the phone and waits for this code to be entered

Not the first

Whitelist delete

Deleting a previously created white list.

Step

Description

Priority

Confirmation by email *

The system sends a verification code to the client by email and waits for this code to be entered

Any

Confirmation by phone

The system sends a verification code to the client by the phone and waits for this code to be entered

Any

Whitelist change

Disabling a previously created white list.

Step

Description

Priority

Confirmation by email *

The system sends a verification code to the client by email and waits for this code to be entered

Not the last

Confirmation by phone

The system sends a verification code to the client by the phone and waits for this code to be entered

Not the last

White list disabling *

The system disables the white list

Last

Withdrawals

Processing the withdrawal operations. A Client Request will be created, the status of the created withdrawal will be set to Pending.

Step

Description

Priority

Creating new withdrawal *

The system creates a new withdrawal operation with status New

First

Confirmation by email *

The system sends a verification code to the client by email and waits for this code to be entered

Not the first

Confirmation by phone

The system sends a verification code to the client by the phone and waits for this code to be entered

Not the first

Wizards

In the Wizards subsection of the Back Office you can a view a list of all available wizards and its statuses:

ID

Wizard identifier in the system

Name

Internal system name of the wizard

Type

Type of workflow

Enabled

If Yes, the wizard is active

Default

If Yes, the wizard is used by default for the selected type of workflow (for example, if you have several configured registration wizards at the same time)

To see wizard details, click the edit button. Detailed information contains the following tabs:

  • Wizard — main wizard parameters.

  • Workflow — steps of the wizard with priority. You can add/remove available steps and configure Country/Client Type restrictions for each step (Actions).