Back Office guide System Wizards

Wizards

See also

How to change the wizard workflow

How to add and configure the registration wizard

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.

The following is a list of wizards supported in B2Core. The steps that will be added to wizards by default are marked as required.

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 required	The system waits for basic client information	First
Client registration required	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 required	Search for a client in the system by the email sent in the request	First
Confirmation by email required	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 required	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 required	The system sends a verification code to the client by email and waits for this code to be entered	Not the last
Password change required	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 required	—	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 required	The system waits for updated client profile information	Single

Phone change

Changing of the client’s phone number.

Step	Description	Priority
Update phone number required	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 required	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 required	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 required	The system disables 2FA for the client	Last

Whitelist creation

Creating white lists for wallet addresses.

Step	Description	Priority
Creating white list required	The system creates a new white list for entered wallet_address	First
Confirmation by email required	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 required	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 required	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 required	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 required	The system creates a new withdrawal operation with status New	First
Confirmation by email required	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).