In this section, you can find step-by-step tutorials illustrating how to solve various tasks via the B2Core Back Office:
Learn how to register clients in your B2Core system and manage the client data.
Learn how to make deposit, withdrawal, and exchange operations, as well as create various financial reports.
Learn how to configure currencies, currency pairs and exchange rates.
Learn how to manage bonuses and encourage your clients to trade more.
Learn how to create and configure wallets, accounts, and other products.
Manage cashback options
Learn how to configure commission cashback plans for B2Trader and cashback reward programs for MetaTrader 4 and MetaTrader 5.
Manage advertising options
Learn how to set up the banner section, dashboard, menus, and alerts displayed to your clients via the B2Core UI.
Manage mailing options
Learn how to configure an SMTP service for communicating with your clients and connect your mailing service to an email delivery platform.
Manage verification options
Learn how to set up a custom Know-Your-Customer verification service and connect it to any of the supported KYC providers.
Manage system settings
Learn how to configure various B2Core settings, such as external connections, withdrawal and deposit options, localization service and client access permissions.
Manage trading platforms
Learn how to enable and configure trading platforms integrated with B2Core.
Manage communication platforms
Learn how to create and set up Slack and Telegram bots, as well as configure a connection to Twilio.
Manage Acrobat Sign templates
Learn how to create document templates using Acrobat Sign, and then send them to clients for electronic signing.
- 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
- Manage savings programs
- Manage currencies
- Manage bonuses
- Manage products
- Manage cashback options
- Manage advertising options
- Manage mailing options
- Manage verification options
- Manage system settings
- How to change the wizard workflow
- How to add and 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 set up event notifications
- How to set up Apple push notifications
- 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 change Back Office images
- How to set up 2FA
- How to import client-related data
- How to import data related to Back Office user groups
- Manage trading platforms
- Manage communication platforms
- Manage Acrobat Sign templates