How to create a client accreditation test

To receive a higher verification level, your clients should pass client accreditation tests using the B2Core UI. This article describes how to create accreditation tests for your clients via the B2Copy Back Office.

To enable a certain user group (usually, it is the “Admins” group) to create client accreditation tests, this user group should be assigned all the permissions related to the Client Tests, Client Tests Answers and Client Tests Questions. These permissions can be found under the Verification permission group. (For details, refer to How to add a user group and grant permissions).

To create a client accreditation test, do the following:

  1. Navigate to Verification > Client tests, and click +Create in the upper-right corner of the Client tests screen.

  2. In the Caption field of the invoked Create Client test window, enter a title for your test. This title will be displayed in the B2Core UI.

  3. From the Visible drop-down list, select No.

  4. Click Save.

  5. To add questions and answer choices to your test, click the Edit button located in the test row.

  6. On the Edit client test screen, switch to the Questions tab, and click +Create in the upper-right corner of the screen.

  7. In the invoked Create client test questions window, fill in the following fields:

  • In the Question field, enter a text of a question.

  • From the Visible drop-down list, select either Yes or No to show or hide this question.

  • Click Save.

  1. Add as many questions as required for your test by repeating Steps 6 and 7 of this procedure.

  2. To add answer choices to a particular question, click the Edit button located in the question row.

  3. Switch to the Answers tab, and click +Create in the upper-right corner of the Edit client test questions screen.

  4. In the invoked Create client test answer window, fill in the following fields:

  • In the Text field, enter an answer to the question.

  • From the Correct drop-down list, select either Yes or No to mark this answer choice as correct or incorrect.

  • From the Visible drop-down list, select either Yes or No to show or hide this answer choice.

  • Click Save.

  1. Add as many answer choices as required for each question included in your test by repeating Steps 10 and 11 of this procedure.

  2. After you have finished adding questions and answers to your test, change the test visibility setting from No to Yes on the Clients test screen.

The client accreditation test is now available to your clients via the B2Core UI.