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  • Release notes
  • Integrations
  • Back Office guide
  • How-to articles
  • B2Core API
  • Release notes
    • March 21, 2023
    • February 28, 2023
    • February 14, 2023
    • January 31, 2023
    • January 19, 2023
    • December 20, 2022
    • December 6, 2022
    • November 24, 2022
    • November 8, 2022
    • October 25, 2022
    • October 11, 2022
    • September 27, 2022
    • September 13, 2022
    • August 30, 2022
    • August 16, 2022
    • August 2, 2022
    • July 19, 2022
    • July 5, 2022
    • June 21, 2022
    • June 7, 2022
    • May 24, 2022
    • April 26, 2022
    • April 12, 2022
    • March 29, 2022
    • March 15, 2022
    • March 1, 2022
    • February 15, 2022
    • February 1, 2022
    • January 18, 2022
    • December 21, 2021
    • December 7, 2021
    • November 24, 2021
    • November 9, 2021
    • October 26, 2021
    • October 12, 2021
    • September 28, 2021
    • September 14, 2021
    • August 31, 2021
    • August 3, 2021
    • July 20, 2021
    • July 6, 2021
    • June 22, 2021
    • June 8, 2021
    • May 26, 2021
    • April 27, 2021
    • April 13, 2021
    • March 30, 2021
    • March 16, 2021
    • March 2, 2021
    • February 16, 2021
    • February 2, 2021
  • Integrations
    • Trading platforms
    • Payment systems
    • KYC providers
    • Communication platforms
    • Other systems
  • Back Office guide
    • Get started
      • Authorization and permissions
      • General interface options
        • The top bar options
        • Common options
        • Filtering and sorting
        • Pagination
        • Visibility
        • Data export
    • Clients
      • General
        • The Client tab
        • The Contacts tab
        • The Event log tab
        • The Accounts tab
        • The Transactions tab
        • The Finance tab
        • The History tab
        • The MT Accounts tab
        • The Trades tab
        • The B2Margin Accounts tab
        • The Introducing brokers tab
        • The Services tab
        • The Files tab
        • The Settings tab
        • The Advanced tab
        • The Compliances tab
        • The Devices tab
        • The Documents tab
        • The Mailing Log tab
      • Services
        • Clients
        • List
        • Parameters
        • Categories
        • Groups
        • Saved presets
        • E-Signature
          • Templates
          • Logs
      • Requests
      • Accounts
      • Managers
      • Types
      • Events log
        • List
        • Categories
    • Introducing brokers
    • MT accounts
      • MT4 accounts
      • MT5 accounts
    • Finance
      • Deposits
      • Payouts
      • Deposit wallets
      • Transfers
      • Exchange
      • Transactions
      • Reports
    • Currencies
      • Currencies
      • Rates
      • Currency pairs
    • Bonuses
      • Bonus presets
      • Bonus distribution
      • Temporary bonuses
    • Products
      • Products
      • Groups
      • Rights
      • Platforms
    • Commission cashback
      • Commission plans
      • Trading data
      • Processing log
      • Distribution log
    • PAMM
      • Links
    • Promotion
      • Banners
      • Announcements
      • Dashboard
      • Menu
    • Mailing
      • Marketing
        • Configuration
        • Send email
        • Email templates
      • System
        • Providers
        • Queue
        • Log
    • Ticket feedback
    • Verification
      • Levels
      • Documents
      • Document types
      • Document groups
      • Client tests
    • B2BinPay
      • Wallets
      • Withdrawals
    • System
      • Key storage
        • Key storage values
        • Key storage tags
      • Deposit system
        • Deposit methods
        • Deposit groups
      • Payout system
        • Payout methods
        • Payout groups
      • Wizards
        • Registration
        • Password Recovery
        • Password change
        • Client type change
        • Profile change
        • Phone change
        • Address change
        • Authorization
        • 2FA change
        • Whitelist creation
        • Whitelist delete
        • Whitelist change
        • Withdrawals
        • Wizards
      • Bulk actions
      • Event calendar
      • Operation types
      • Countries
      • External connections
      • Filesystems
      • Localizations
      • Requests
        • Resolutions
        • Resolution types
      • Templates
        • Template types
        • Templates
      • SMS
        • Providers
        • SMS templates
      • Settings
      • Event notifications
      • Users
        • Users
        • Groups
        • Client Tags
      • Events
        • Successful registration
        • Transfers
        • Account created
        • Transaction verifying
        • Hedging failed
        • Request receiving
      • Client rights
      • Client folders
      • Backend images
      • Import data
    • Antifraud
      • Antifraud notifications
      • Antifraud settings
      • Antifraud procedures
    • Security
      • Search by IP
      • Blocked clients
      • Black lists
      • White lists
      • Transaction monitoring
      • Address whitelist
    • References
      • Client statuses
      • Client request statuses
      • Transaction statuses
      • Supported currencies
        • Fiat
        • Crypto
      • Supported event types for event notifications
      • Block explorer list
        • Coins
        • Stablecoins
  • How-to articles
    • Manage clients
      • How to create a client profile
      • How to change a client password
      • How to prompt a password reset
      • How to disable 2FA for a client
      • How to enable internal transfers for a client
      • How to view deposit or withdrawal addresses
      • How to upload a file
      • How to assign tags to clients
      • How to resolve client requests
      • How to create categories for the Event log
    • Manage finances
      • How to add, edit or delete deposit or withdrawal methods
        • How to add a manual deposit or withdrawal method
        • How to configure commissions for a deposit or withdrawal method
        • How to restrict the use of a deposit or withdrawal method
        • How to add custom fields for the Constructor deposit or withdrawal method
          • How to upload a list of predefined options for a custom field
          • How to dynamically form a list of predefined options for a custom field
      • How to create a deposit
      • How to create a payout
      • How to create a transfer
      • How to exchange funds
      • How to create a report
      • How to set a cashback
        • How to configure cashback settings
        • How to create a method for depositing cashback rewards
        • How to identify clients that received cashback rewards
    • Manage currencies
      • How to add a currency
      • How to configure currency exchange rates
      • How to add an exchange currency pair
      • How to set priorities for exchange rate providers
    • Manage bonuses
      • How to create a bonus preset
      • How to automatically credit bonuses to clients upon deposits
    • Manage products
      • How to create a wallet
      • How to restrict the use of a product
    • Manage commission cashback options
      • How to configure a commission cashback plan
      • How to modify or remove a commission cashback plan
    • Manage advertising options
      • How to create a banner
        • How to create a desktop banner
        • How to create a banner for the mobile app
      • How to create an announcement
      • How to configure the default Dashboard
      • How to add Ticker Widget symbols to the Dashboard
      • How to configure a menu in the B2Core UI
    • Manage mailing options
      • How to send an email
      • How to create an email template
      • How to configure SMTP
        • How to sign up with an SMTP service provider
        • How to configure an SMTP service connection via the B2Core Back Office
      • How to configure SendGrid
      • How to determine why clients fail to receive email notifications
    • Manage verification options
      • How to use the KYC constructor
        • How to create document groups
        • How to create documents
        • How to create verification levels
        • How to create permission levels
        • How to set up deposit, withdrawal and transfer limits by verification levels
      • How to use SumSubstance
        • How to configure a connection to the SumSub system
        • How to create verification levels for SumSub
        • How to create document types for SumSub verification via the B2Core Back Office
        • How to create levels and flows via the SumSub interface
        • SumSub webhook configurations
      • How to use ShuftiPro
        • How to configure a connection to ShuftiPro
        • How to create document groups for ShuftiPro verification
        • How to create document types for ShuftiPro verification
        • How to create verification levels for ShuftiPro
      • How to create a client accreditation test
    • Manage system settings
      • How to change the wizard workflow
      • How to configure the registration wizard
        • How to add a phone number
        • How to add a phone number confirmation step
        • How to add first and last names
      • How to block registration for a country
      • How to add Google ReCaptcha
      • How to add a B2BinPay API key to the B2Core Back Office
      • How to add or remove a language
      • How to create a request resolution type
      • How to create a request resolution
      • How to set up event notifications
        • How to get the identifier of a Telegram chat, group or channel
      • How to add a user group and grant permissions
      • How to add an admin user
      • How to make an admin user see only specific clients
      • How to create a bulk action
      • How to export a CSV file with email addresses
      • How to manage calendar events
        • How to create an event
        • How to update or remove an event
      • How to change Back Office images
      • How to set up a Slack bot
      • How to configure Twilio
        • How to sign up with Twilio
        • How to configure Twilio as a 2FA SMS provider
        • How to configure Twilio as a phone service provider
        • How to test the Twilio phone service operation
      • How to set up 2FA
        • How to set up 2FA with SMS
          • How to create a template for delivering 2FA codes via SMS
          • How to check configuration of the wizards related to 2FA with SMS
          • How to test operation of 2FA with SMS
      • How to import client-related data
      • How to import data related to Back Office user groups
    • Manage trading platforms
      • How to integrate B2Trader
        • How to create a platform for B2Trader
        • How to create a product group for B2Trader
        • How to create a product for B2Trader
      • How to integrate Match-Trader
        • How to create a platform for Match-Trader
        • How to create a product for Match-Trader
        • How to create Match-Trader accounts for clients
        • How to archive Match-Trader accounts
      • How to integrate OneZero and PrimeXM
        • How to create a platform for OneZero
        • How to create a platform for PrimeXM
        • How to create products for OneZero and PrimeXM
        • How to create OneZero and PrimeXM accounts for clients
    • Manage Acrobat Sign templates
      • How to register and set up an Acrobat Sign profile
      • How to configure a connection to Acrobat Sign
      • How to create Acrobat Sign templates and upload them to B2Core
        • How to create an Acrobat Sign template
        • How to set up form fields added to a document template
        • How to upload Acrobat Sign templates to the B2Core Back Office
      • How to send a document for signature
  • B2Core API
    • REST API
      • Overview
        • HTTP headers
        • HTTP methods
        • HTTP response codes
        • Query parameters
        • Date and time formats
      • The Back Office API
        • Authentication
          • Sign in to the Back Office
          • Confirm a 2FA verification code
          • Refresh the access token
          • Sign out of the Back Office
        • Two-factor authentication
          • Check 2FA status
          • Get 2FA method details
          • Disable 2FA
          • Get 2FA change history
          • Get 2FA change details
        • Authorization history
          • Get authorization history
          • Get authorization details
        • Accounts
          • Get an account list
          • Get account details
          • Create a new account
          • Update an account
          • Get account preferences
          • Get account balance
          • Change account balance
          • Archive an account
        • Addresses
          • Get a list of client addresses
          • Get client address details
          • Add a client address
          • Update a client address
          • Delete a client address
        • Banners
          • Get a list of banners
          • Get banner details
          • Create a new banner
          • Update a banner
          • Delete a banner
        • Black and White lists
          • Get a list of security policies
          • Get security policy details
          • Create a new security policy
          • Update a security policy
          • Delete a security policy
        • Blocked clients
          • Get a list of blocked clients
          • Get blocked client details
          • Unblock a client
        • Calendar events
          • Get a list of calendar events
          • Get calendar event details
          • Add a calendar event
          • Update a calendar event
          • Delete a calendar event
        • Clients
          • Get a client list
          • Get client details
          • Create a client profile
          • Update a client profile
          • Remove a client profile
        • Client folders
          • Get a list of folders
          • Get folder details
          • Add a new folder
          • Add a new subdirectory
          • Update a folder
          • Get granted access permissions
          • Update access permissions
        • Client managers
          • Get a list of managers
          • Get manager details
          • Create a manager profile
          • Update a manager profile
          • Remove a manager profile
        • Client permissions
          • Get a list of permission levels
          • Get permission level details
          • Create a new permission level
          • Update a permission level
          • Delete a permission level
          • Get client permissions
          • Update client permissions
        • Client settings
          • Get client limits
          • Get client settings
          • Update client limits
          • Update client settings
        • Client tags
          • Get a list of tags
          • Get tag details
          • Add a new tag
          • Update a tag
          • Delete a tag
        • Client tests
          • Get a list of client tests
          • Get client test details
          • Create a client test
          • Update a client test
          • Delete a client test
          • Get a list of test’s questions
          • Get test’s question details
          • Add a question to a client test
          • Update a test’s question
          • Delete a test’s question
          • Get a list of answer options
          • Get answer option details
          • Add an answer option
          • Update an answer option
          • Delete an answer option
          • Get a list of completed tests
          • Get completed test details
        • Client types
          • Get a list of client types
          • Get client type details
          • Create a client type
          • Update a client type
          • Delete a client type
        • Confirmations
          • Get a list of SMS providers
          • Get SMS provider details
          • Get a list of SMS provider names
          • Get the configuration settings of an SMS provider
          • Add an SMS provider
          • Update an SMS provider
          • Delete an SMS provider
          • Get a list of confirmation templates
          • Get confirmation template details
          • Create a confirmation template
          • Update a confirmation template
          • Delete a confirmation template
        • Countries
          • Get a list of countries
          • Get country details
          • Update a country
        • Currencies
          • Get a list of currencies
          • Get currency details
          • Add a currency
          • Update a currency
          • Delete a currency
        • Currency aliases
          • Get a list of currency aliases
          • Get currency alias details
          • Add a currency alias
          • Update a currency alias
          • Delete a currency alias
        • Currency pairs
          • Get a list of currency pairs
          • Get currency pair details
          • Add a currency pair
          • Update a currency pair
          • Delete a currency pair
        • Deposits
          • Make a deposit
        • Deposit methods
          • Get a list of deposit groups
          • Get deposit group details
          • Create a deposit group
          • Update a deposit group
          • Delete a deposit group
          • Get a list of deposit methods
          • Get deposit method details
          • Create a deposit method
          • Update a deposit method
          • Delete a deposit method
          • Get a list of deposit commissions
          • Get Deposit commission details
          • Add a deposit commission
          • Update a deposit commission
          • Delete a deposit commission
          • Get a list of deposit currencies
          • Get Deposit currency details
          • Add a deposit currency
          • Update a deposit currency
          • Delete a deposit currency
        • Devices
          • Get a list of devices
          • Get device details
          • Delete a device
        • Documents
          • Get a list of documents
          • Get document details
          • Add a new document
          • Delete a document
        • Document types
          • Get a list of document types
          • Get document type details
          • Create a new document type
          • Update a document type
          • Delete a document type
        • Document groups
          • Get a list of document groups
          • Get document group details
          • Create a new document group
          • Update a document group
          • Delete a document group
        • Email service providers
          • Get a list of email service providers
          • Get email service provider details
          • Validate the connection to an email service provider
          • Configure a new connection to an email service provider
          • Update the connection to an email service provider
          • Delete an email service provider
        • Exchange rate providers
          • Get an exchange rate for a currency pair
          • Get a list of exchange rate providers
          • Get exchange rate provider details
          • Validate the connection to an exchange rate provider
          • Add an exchange rate provider
          • Update an exchange rate provider
          • Delete an exchange rate provider
        • Exchanges
          • Exchange currencies
        • External connections
          • Get a list of external connections
          • Get external connection details
          • Create a new external connection
          • Update an external connection
          • Delete an external connection
          • Get a list of providers
          • Get provider connection details
        • File storage
          • Get a list of data storage systems
          • Get data storage system details
          • Validate the connection to a data storage system
          • Update data storage system details
        • Key-value storage
          • Get a list of key-value pairs
          • Get key-value pair details
          • Create a key-value pair
          • Update a key-value pair
          • Delete a key-value pair
          • Get a list of key storage tags
          • Get key storage tag details
          • Create a key storage tag
          • Update a key storage tag
          • Delete a key storage tag
        • Localizations
          • Get a list of localization options
          • Get localization option details
          • Update a localization option
        • Menu items
          • Get a menu tree
          • Get menu item details
          • Update a menu item
        • Paid services
          • Get a list of subscriptions
          • Get subscription details
          • Create a subscription
          • Update a subscription
          • Delete a subscription
          • Get a list of paid-service groups
          • Get paid-service group details
          • Create a paid-service group
          • Update a paid-service group
          • Delete a paid-service group
          • Get a list of paid-service parameters
          • Get paid-service parameter details
          • Add a paid-service parameter
          • Update a paid-service parameter
          • Delete a paid-service parameter
          • Get a list of parameter presets
          • Get parameter preset details
          • Create a parameter preset
          • Update a parameter preset
          • Delete a parameter preset
          • Get a list of paid services
          • Get paid service details
          • Add a paid service
          • Update a paid service
          • Delete a paid service
        • Passwords
          • Change a client password
          • Get a password change history
          • Get password change details
          • Prompt all clients to reset their passwords
          • Prompt a specific client to reset their password
        • Phone numbers
          • Get a list of phone numbers
          • Get phone number details
          • Add a new phone number
          • Update a phone number
          • Delete a phone number
        • Products
          • Get a list of products
          • Get product details
          • Create a new product
          • Update a product
          • Delete a product
          • Get a list of product groups
          • Get product group details
          • Create a new product group
          • Update a product group
          • Delete a product group
          • Get a list of product currencies
          • Get product currency details
          • Add a new product currency
          • Update a product currency
          • Delete a product currency
          • Get a list of product notes
          • Get product note details
          • Add a new product note
          • Update a product note
          • Delete a product note
        • Product permission groups
          • Get a list of permission groups
          • Get permission group details
          • Create a permission group
          • Update a permission group
          • Delete a permission group
        • Profile changes
          • Get a profile change history
          • Get profile change details
        • Profile photos
          • Get a client profile photo
          • Upload a client profile photo
          • Delete a client profile photo
        • Requests
          • Get a list of requests
          • Get request details
          • Update a request
          • Audit a request
          • Approve a request
          • Reject a request
          • Get request notifications
        • Resolutions
          • Get a list of resolutions
          • Get resolution details
          • Add a new resolution
          • Update a resolution
          • Delete a resolution
          • Get a list of resolution types
          • Get resolution type details
          • Add a new resolution type
          • Update a resolution type
          • Delete a resolution type
        • Transactions
          • Get a list of transactions
          • Get transaction details
          • Update a transaction
          • Get a list of transaction types
          • Get transaction type details
          • Update a transaction type
          • Submit a transaction monitoring request
          • Get a list of transaction monitoring results
          • Get transaction monitoring details
        • Transfers
          • Transfer funds between accounts
        • Users
          • Get a list of users
          • Get user details
          • Create a new user
          • Update user information
          • Delete a user
        • User groups
          • Get a list of user groups
          • Get user group details
          • Create a new user group
          • Update a user group
          • Delete a user group
        • Verification history
          • Get verification history
          • Get verification details
        • Verification levels
          • Get a list of verification levels
          • Get verification level details
          • Create a new verification level
          • Update a verification level
          • Delete a verification level
        • Whitelisted withdrawal addresses
          • Get a list of whitelisted withdrawal addresses
          • Get whitelisted withdrawal address details
        • Widgets
          • Get a list of widgets
          • Get widget details
          • Update a widget
          • Get a list of tickers
          • Get ticker details
          • Get a list of ticker symbols
          • Get ticker symbol details
          • Add a new ticker symbol
          • Delete a ticker symbol
        • Withdrawals
          • Make a withdrawal
        • Withdrawal methods
          • Get a list of withdrawal groups
          • Get withdrawal group details
          • Create a withdrawal group
          • Update a withdrawal group
          • Delete a withdrawal group
          • Get a list of withdrawal methods
          • Get withdrawal method details
          • Create a withdrawal method
          • Update a withdrawal method
          • Delete a withdrawal method
          • Get a list of withdrawal commissions
          • Get withdrawal commission details
          • Add a withdrawal commission
          • Update a withdrawal commission
          • Delete a withdrawal commission
          • Get a list of withdrawal currencies
          • Get withdrawal currency details
          • Add a withdrawal currency
          • Update a withdrawal currency
          • Delete a withdrawal currency
        • Withdrawal templates
          • Get a list of withdrawal templates
          • Get withdrawal template details
        • Back Office API objects
          • The Answer Option object (Back Office)
          • The Account object (Back Office)
          • The Address object (Back Office)
          • The Authorization Record object (Back Office)
          • The Banner object (Back Office)
          • The Calendar Event object (Back Office)
          • The Client object (Back Office)
          • The Client Folder object (Back Office)
          • The Client Limits object (Back Office)
          • The Client Manager object (Back Office)
          • The Client Settings object (Back Office)
          • The Profile Change object (Back Office)
          • The Client Test object (Back Office)
          • The Client Type object (Back Office)
          • The Completed Test object (Back Office)
          • The SMS Provider object (Back Office)
          • The Confirmation Template object (Back Office)
          • The Country object (Back Office)
          • The Currency object (Back Office)
          • The Currency Alias object (Back Office)
          • The Currency Pair object (Back Office)
          • The Deposit Commission (Back Office)
          • The Deposit Currency object (Back Office)
          • The Deposit Group object (Back Office)
          • The Deposit Method object (Back Office)
          • The File Storage object (Back Office)
          • The Key-Value Pair object (Back Office)
          • The Key-Value Tag object (Back Office)
          • The Device object (Back Office)
          • The Document object (Back Office)
          • The Document Type object (Back Office)
          • The Document Group object (Back Office)
          • The Email Service Provider object (Back Office)
          • The Exchange Rate Provider object (Back Office)
          • The External Connection object (Back Office)
          • The Localization object (Back Office)
          • The Menu Item object (Back Office)
          • The Paid Service object (Back Office)
          • The Paid-Service group object (Back Office)
          • The Paid-Service parameter object (Back Office)
          • The Parameter Preset object (Back Office)
          • The Permission Level object (Back Office)
          • The Phone Number object (Back Office)
          • The Product object (Back Office)
          • The Product Currency object (Back Office)
          • The Product Group object (Back Office)
          • The Product Note object (Back Office)
          • The Product Permission Group object (Back Office)
          • The Request object (Back Office)
          • The Resolution object (Back Office)
          • The Resolution Type object (Back Office)
          • The Security Policy object (Back Office)
          • The Subscription object (Back Office)
          • The Test’s Question object (Back Office)
          • The Transaction object (Back Office)
          • The Transaction Type (Back Office)
          • The Transaction Monitoring object (Back Office)
          • The User object (Back Office)
          • The User Group object (Back Office)
          • The Statement object (Back Office)
          • The Tag object (Back Office)
          • The Verification Level object (Back Office)
          • The Whitelisted Address object (Back Office)
          • The Widget object (Back Office)
          • The Withdrawal Commission (Back Office)
          • The Withdrawal Currency object (Back Office)
          • The Withdrawal Group object (Back Office)
          • The Withdrawal Method object (Back Office)
          • The Withdrawal Template object (Back Office)
      • The Front Office API
        • Get started
        • Obtain a device fingerprint
        • Registration
          • Initialize the Sign Up Wizard
          • Sign up to the B2Core UI
        • Authentication
          • Initialize the Sign In Wizard
          • Sign in to the B2Core UI
          • Refresh the access token
          • Sign out of the B2Core UI
        • Two-factor authentication
          • Choose a 2FA method
          • Use Google Authenticator to secure access to the B2Core UI
          • Use an SMS code to secure access to the B2Core UI
          • Initiate a 2FA procedure for an authorized client
          • Initiate a 2FA procedure for an unauthorized client
          • Complete the initiated 2FA procedure
          • Check 2FA status
          • Get 2FA method details
          • Initialize a wizard for enabling 2FA
          • Initialize a wizard for disabling 2FA
          • Enable or disable 2FA
            • Enable 2FA with Google Authenticator
            • Enable 2FA with SMS
            • Disable 2FA
          • Get 2FA change history
          • Get 2FA change details
        • Accounts
          • Get a list of client accounts
          • Get client account details
          • Create a new account
          • Archive an account
          • Update an account
          • Initialize the wizard for changing a trading account password
          • Confirm a procedure of changing a trading account password
          • Change a trading account password
          • Restore a trading account password
        • Anti-phishing codes
          • Get an anti-phishing code
          • Set an anti-phishing code
          • Remove an anti-phishing code
          • Choose a 2FA method
          • Confirm setting or removing an anti-phishing code
        • Apple device tokens
          • Add an Apple device token
          • Delete an Apple device token
        • Authorization history
          • Get authorization history
          • Get authorization details
        • Banners
          • Get a list of banners
          • Get banner details
        • Charts
          • Get charts data
        • Client permissions
          • Get client permissions
        • Client profiles
          • Get client profile data
          • Update client profile data
        • Client settings
          • Get client settings
          • Update client settings
        • Client tests
          • Get a list of client tests
          • Get client test details
          • Get completed client tests
          • Submit answers to test’s questions
        • Client types
          • Get a list of client types
          • Get client type details
        • Countries
          • Get a list of countries
          • Get country details
        • Currencies
          • Get currency rates
          • Get an exchange rate for a currency pair
          • Get a list of paired currencies
          • Exchange currencies
        • Help desk tickets
          • Get a list of tickets
          • Get ticket details
          • Get ticket fields
          • Submit a ticket
          • Close a ticket
          • Reopen a ticket
          • Get a list of messages
          • Send a message
        • Deposits
          • Make a synchronous deposit
          • Make an asynchronous deposit
        • Deposit methods
          • Get a list of deposit methods
          • Get deposit method details
          • Get a list of deposit groups
          • Get a list of currencies added to deposit methods
        • Devices
          • Get a list of devices
          • Get device details
          • Delete a device
        • Documents
          • Get a list of documents
          • Get document details
          • Add a new document
          • Delete a document
        • Key-value storage
          • Get a list of key-value pairs
          • Get key-value pair details
        • Localizations
          • Get a list of localization options
          • Get localization option details
        • Menu items
          • Get a menu tree
          • Get menu item details
        • Passwords
          • Change a client password
          • Restore a client password
          • Get a password change history
          • Get password change details
        • Product currencies
          • Get a list of product currencies
          • Get product currency details
        • Product groups
          • Get a list of product groups
          • Get product group details
        • Product notes
          • Get a list of product notes
          • Get product note details
        • Profile photos
          • Get a client profile photo
          • Upload a client profile photo
          • Delete a client profile photo
        • The mobile app settings
          • Get the mobile app settings
        • Trading platforms
          • Obtain the access token
          • Refresh the access token
        • Transactions
          • Get a list of client transactions
          • Get transaction details
        • Transfers
          • Transfer funds between accounts
        • Verification procedures
          • Get verification history
          • Get verification details
          • Initialize a wizard for running a verification procedure
          • Run a verification procedure
        • Verification levels
          • Get a list of verification levels
          • Get verification level details
        • Whitelisted withdrawal addresses
          • Get a list of whitelisted withdrawal addresses
          • Get whitelisted withdrawal address details
          • Get a list of currencies for withdrawing funds to whitelisted withdrawal addresses
          • Initialize the wizard for creating a withdrawal address whitelist
          • Add a withdrawal address to a whitelist
          • Initialize the wizard for removing a withdrawal address from a whitelist
          • Remove a withdrawal address from a whitelist
          • Enable the address management option
          • Initialize the wizard for disabling the address management option
          • Disable the address management option
          • Confirm an initialized procedure
        • Widgets
          • Get a list of widgets
          • Get widget details
        • Withdrawals
          • Initialize a wizard for withdrawing funds
          • Make a withdrawal
          • Confirm a withdrawal
        • Withdrawal methods
          • Get a list of withdrawal methods
          • Get withdrawal method details
          • Get a list of withdrawal groups
          • Get a list of currencies added to withdrawal methods
        • Withdrawal templates
          • Get a list of withdrawal templates
          • Get withdrawal template details
          • Create a withdrawal template
          • Update a withdrawal template
          • Delete a withdrawal template
        • Front Office API objects
          • The Account object (Front Office)
          • The Authorization Record object (Front Office)
          • The Banner object (Front Office)
          • The Client Profile (Front Office)
          • The Client Settings object (Front Office)
          • The Client Type object (Front Office)
          • The Country object (Front Office)
          • The Currency object (Front Office)
          • The Deposit Group object (Front Office)
          • The Deposit Method object (Front Office)
          • The Device object (Front Office)
          • The Document object (Front Office)
          • The Key-Value Pair object (Front Office)
          • The Localization object (Front Office)
          • The Menu Item object (Front Office)
          • The Product Currency object (Front Office)
          • The Product Group (Front Office)
          • The Product Note object (Front Office)
          • The Statement object (Front Office)
          • The Ticket object (Front Office)
          • The Transaction object (Front Office)
          • The Verification Level object (Front Office)
          • The Whitelisted Address object (Front Office)
          • The Widget object (Front Office)
          • The Withdrawal Group object (Front Office)
          • The Withdrawal Method object (Front Office)
          • The Withdrawal Template object (Front Office)
    • WebSocket API
      • Connect to a WebSocket server
      • Subscribe to the user events channel
Home How-to articles Manage system settings How to import data related to Back Office user groups

How to import data related to Back Office user groups

You can import to the Back Office the data about user groups, including the data about permissions granted to each group, from a JSON file.

To import the data about Back Office user groups, do the following:

  1. Navigate to System > Users > Groups.

  2. Click the Import button located in the upper-right corner of the page.

  3. In the Import groups window that is displayed, click Browse and navigate to a JSON file containing the data that you want to import.

  4. To choose how to import the data if a file lists the same user group names as that of the existing groups, select one of the following options from the Replace drop-down list:

  • Enabled — to replace the existing user groups with the imported user groups.

  • Disabled — to add the imported user groups to the existing ones. In this case, incremental postfixes (such as (1), (2) and so on) are added to the names of the imported user groups.

If their names don’t match the existing user group names, such groups are appended to the list of Back Office user groups.

  1. Click Save to import the data.