How-to articles

How-to articles

In this section, you can find step-by-step tutorials illustrating how to solve various tasks via the B2Core Back Office:

• Manage clients

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

• Manage finances

  Learn how to make deposit, withdrawal and exchange operations, as well as create various financial reports.

• Manage currencies

  Learn how to configure currencies, currency pairs and exchange rates.

• Manage bonuses

  Learn how to manage bonuses and encourage your clients to trade more.

• Manage products

  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.