References
Use the reference information in this section to operate and manage the B2Core Back Office:
- Release notes
- 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
- Back Office guide
- Get started
- 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
- Requests
- Accounts
- Managers
- Types
- Events log
- General
- Introducing brokers
- MT accounts
- Finance
- Currencies
- Bonuses
- Products
- Commission cashback
- PAMM
- Promotion
- Mailing
- Ticket feedback
- Verification
- B2BinPay
- System
- Antifraud
- Security
- References
- 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
- Manage currencies
- Manage bonuses
- Manage products
- Manage commission cashback options
- 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 set up event 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 a Slack bot
- How to configure Twilio
- 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 Acrobat Sign templates
- Manage clients
- B2Core API
- REST API
- Overview
- The Back Office API
- Authentication
- Two-factor authentication
- Authorization history
- Accounts
- Addresses
- Banners
- Black and White lists
- Blocked clients
- Clients
- Client tags
- Client types
- Countries
- Currencies
- Currency aliases
- Currency pairs
- Deposits
- Devices
- Documents
- Document types
- Document groups
- Exchanges
- Localizations
- Menu items
- Passwords
- Phone numbers
- 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
- Profile changes
- Profile photos
- Rates
- Requests
- Resolutions
- Transactions
- Transfers
- Users
- User groups
- Verification history
- Verification levels
- Widgets
- Withdrawals
- Withdrawal templates
- Back Office API objects
- The Account object (Back Office)
- The Address object (Back Office)
- The Authorization Record object (Back Office)
- The Banner object (Back Office)
- The Client object (Back Office)
- The Profile Change object (Back Office)
- The Client Type 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 Device object (Back Office)
- The Document object (Back Office)
- The Document Type object (Back Office)
- The Document Group object (Back Office)
- The Localization object (Back Office)
- The Menu Item 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 Request object (Back Office)
- The Resolution object (Back Office)
- The Resolution Type object (Back Office)
- The Security Policy 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 Widget object (Back Office)
- The Withdrawal Template object (Back Office)
- The Front Office API
- Get started
- Obtain a device fingerprint
- Registration
- Authentication
- 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
- 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
- Get 2FA change history
- Get 2FA change details
- Accounts
- Apple device tokens
- Authorization history
- Banners
- Client profiles
- Client types
- Countries
- Currencies
- Deposits
- Deposit methods
- Devices
- Documents
- Localizations
- Menu items
- Passwords
- Product currencies
- Product groups
- Profile photos
- The mobile app settings
- Transactions
- Transfers
- Verification procedures
- Verification levels
- Widgets
- Withdrawals
- Withdrawal methods
- Withdrawal templates
- 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 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 Localization object (Front Office)
- The Menu Item object (Front Office)
- The Product Currency object (Front Office)
- The Product Group (Front Office)
- The Statement object (Front Office)
- The Transaction object (Front Office)
- The Verification Level 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
- REST API