Manage clients
This section contains instructions on how to register clients in your B2Core system and manage client data.
- Release notes
- 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
- Get started
- Back Office guide
- Clients
- General
- Client tab
- Services tab
- Advanced tab
- Event log tab
- Address tab
- Accounts tab
- Transactions tab
- Password change history tab
- Settings tab
- Rights tab
- Options tab
- Test results tab
- Trades tab
- MT Accounts tabs
- B2Margin Accounts tab
- Files tab
- Compliances tab
- Deposit wallets tab
- Withdrawal wallets tab
- Saved withdrawals tab
- Documents tab
- 2FA tab
- Authorization history tab
- Historical Info tab
- Devices tab
- KYC Data tab
- Services
- Requests
- Accounts
- Managers
- Types
- Events log
- General
- Introducing brokers
- MT Accounts
- Finance
- Currencies
- Bonuses
- Products
- PAMM
- Promotion
- Mailing
- Verification
- B2BinPay
- System
- Antifraud
- Security
- Clients
- How-to articles
- Manage clients
- How to create a client
- 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 add client tags
- How to resolve client requests
- How to create categories for the Event log
- Manage finances
- Manage currencies
- Manage bonuses
- Manage products
- Manage advertising options
- Manage mailing options
- Manage verification options
- Manage system settings
- How to change the wizard workflow
- How to configure the registration wizard
- 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 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
- Manage trading platforms
- Manage clients
- References