How-to articles Manage clients

Manage clients

Learn how to register clients in your B2Core system and manage the client data:

• 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