# How-to articles

- [Manage clients](/how-to-articles/manage-clients.md): Explore step-by-step guides for managing clients in B2CORE, including registration, password management, 2FA settings, tag assignments, request management, and jurisdiction creation
- [How to register a new client](/how-to-articles/manage-clients/how-to-register-a-new-client.md): Learn how to register a new client via the B2CORE Back Office
- [How to change a client password](/how-to-articles/manage-clients/how-to-change-a-client-password.md): Learn how to change a client’s password by entering or generating a new password via the B2CORE Back Office
- [How to disable 2FA for a client](/how-to-articles/manage-clients/how-to-disable-2fa-for-a-client.md): Learn how to disable two-factor authentication (2FA) for a client by turning off the Google or SMS option in client details within the B2CORE Back Office
- [How to enable internal transfers for a client](/how-to-articles/manage-clients/how-to-enable-internal-transfers-for-a-client.md): Learn how to enable internal transfers for a client by activating the Internal Transfers option in client details within the B2CORE Back Office
- [How to view deposit or withdrawal wallet addresses](/how-to-articles/manage-clients/how-to-view-deposit-or-withdrawal-wallet-addresses.md): Learn how to view a client’s deposit or withdrawal wallet addresses by accessing the Finance tab in client details within the B2CORE Back Office
- [How to upload files to a client profile](/how-to-articles/manage-clients/how-to-upload-files-to-a-client-profile.md): Learn how to upload single or multiple files to a client profile and organize them into folders via the Files tab in client details within the B2CORE Back Office
- [How to assign tags to clients](/how-to-articles/manage-clients/how-to-assign-tags-to-clients.md): Learn how to assign tags to single or multiple clients to organize and filter client data in the Back Office, enabling targeted views and management based on assigned tags
- [How to approve or reject client requests](/how-to-articles/manage-clients/how-to-approve-or-reject-client-requests.md): Learn how to approve or reject client requests in the Back Office by reviewing, commenting, auditing, and resolving requests with appropriate resolutions and notifications
- [How to identify who resolved client requests](/how-to-articles/manage-clients/how-to-identify-who-resolved-client-requests.md): Learn how to identify which Back Office user approved or rejected a client request
- [How to create categories for the Event log](/how-to-articles/manage-clients/how-to-create-categories-for-the-event-log.md): Learn how to create and manage custom categories in the Event log to organize client notes, set descriptions, and assign access rights for user groups in the B2CORE Back Office
- [How to create a jurisdiction](/how-to-articles/manage-clients/how-to-create-a-jurisdiction.md): Learn how to create jurisdictions, select countries, and assign optional tags to automate client assignment during registration in B2CORE
- [Manage finances](/how-to-articles/manage-finances.md): Explore step-by-step guides for managing client finances in B2CORE, including creating deposits, withdrawals, transfers, exchanges, generating reports, updating balances, and processing transactions
- [How to create a deposit](/how-to-articles/manage-finances/how-to-create-a-deposit.md): Learn how to manually create a deposit in the B2CORE Back Office using the manual deposit method
- [How to create a payout](/how-to-articles/manage-finances/how-to-create-a-payout.md): Learn how to manually create a payout in the B2CORE Back Office using the manual withdrawal method
- [How to create a transfer](/how-to-articles/manage-finances/how-to-create-a-transfer.md): Learn how to create a transfer between a client's accounts in the B2CORE Back Office
- [How to exchange funds](/how-to-articles/manage-finances/how-to-exchange-funds.md): Learn how to exchange funds between a client's accounts in the B2CORE Back Office
- [How to create a report](/how-to-articles/manage-finances/how-to-create-a-report.md): Learn how to create and schedule financial reports in B2CORE, choose report types, set delivery intervals, formats, and recipients, and configure data slices and time settings
- [How to update balances](/how-to-articles/manage-finances/how-to-update-balances.md): Learn how to update balances on multiple client accounts at once using a CSV file with emails, account IDs, and deposit amounts
- [How to get total deposits or withdrawals for all clients](/how-to-articles/manage-finances/how-to-get-total-deposits-or-withdrawals-for-all-clients.md): Learn how to export deposit or withdrawal data from the Back Office to calculate total amounts for all clients
- [How to get data about all transactions for a client](/how-to-articles/manage-finances/how-to-get-data-about-all-transactions-for-a-client.md): Learn how to view and export all transactions for a specific client’s wallets and accounts
- [How to process transactions with the Partial status](/how-to-articles/manage-finances/how-to-process-transactions-with-the-partial-status.md): Learn how to manually process transactions with the Partial status in the Back Office when automatic processing fails
- [How to process transactions with the Assistance status](/how-to-articles/manage-finances/how-to-process-transactions-with-the-assistance-status.md): Learn how to process deposits and withdrawals with the Assistance status
- [How to process PaymentSystem Assistance requests for deposits and withdrawals](/how-to-articles/manage-finances/how-to-process-ps-deposit-assistance-and-ps-withdrawal-assitance-requests.md): Understand PaymentSystem Deposit Assistance and PaymentSystem Withdrawal Assistance requests and learn how to process them
- [Move to Success](/how-to-articles/manage-finances/how-to-process-ps-deposit-assistance-and-ps-withdrawal-assitance-requests/move-to-success.md): Manually move a deposit or withdrawal to Success by verifying it externally and entering the final amount in PaymentSystem Assistance requests
- [Move to In progress](/how-to-articles/manage-finances/how-to-process-ps-deposit-assistance-and-ps-withdrawal-assitance-requests/move-to-in-progress.md): Resume syncing with the external system by moving a deposit or withdrawal to In Progress in PaymentSystem Assistance requests
- [Move to Failed](/how-to-articles/manage-finances/how-to-process-ps-deposit-assistance-and-ps-withdrawal-assitance-requests/move-to-failed.md): Move a deposit or withdrawal to Failed in PaymentSystem Assistance requests to stop syncing and mark the transaction as unsuccessful
- [Manage savings programs](/how-to-articles/manage-savings-programs.md): Learn how to manage savings programs in the B2CORE Back Office, including creating and configuring programs to offer flexible saving options for your clients
- [How to create a savings program](/how-to-articles/manage-savings-programs/how-to-create-a-savings-program.md): Learn how to create Fixed or Flexible savings programs to let clients invest funds and earn interest through B2CORE
- [Configure the Flexible strategy settings](/how-to-articles/manage-savings-programs/how-to-create-a-savings-program/configure-the-flexible-strategy-settings.md): Set flexible savings terms, such as investment limits, early withdrawal penalties, payment frequency, and tiered interest rates
- [Configure the Fixed strategy settings](/how-to-articles/manage-savings-programs/how-to-create-a-savings-program/configure-the-fixed-strategy-settings.md): Set fixed savings terms, such as plan duration, payment intervals, investment amount, interest rate, and early withdrawal penalties
- [How to track interest payments to clients in savings programs](/how-to-articles/manage-savings-programs/how-to-track-interest-payments-to-clients-in-savings-programs.md): Learn how to track and view scheduled or completed interest payments for clients in savings strategies
- [Manage currencies](/how-to-articles/manage-currencies.md): Find here step-by-step guides for managing currencies in B2CORE, including adding currencies, configuring exchange rates, setting rate provider priorities, and handling client exchange requests
- [How to add a currency](/how-to-articles/manage-currencies/how-to-add-a-currency.md): Learn how to add currencies in B2CORE
- [How to configure currency exchange rates](/how-to-articles/manage-currencies/how-to-configure-currency-exchange-rates.md): Learn how to set up exchange rate providers to enable accurate currency conversions for transaction processing in B2CORE
- [How to add an exchange currency pair](/how-to-articles/manage-currencies/how-to-add-an-exchange-currency-pair.md)
- [How to set priorities for exchange rate providers](/how-to-articles/manage-currencies/how-to-set-priorities-for-exchange-rate-providers.md): Learn how to set priorities for exchange rate providers to optimize rate sourcing and avoid exceeding provider request limits
- [How to enable requests for exchanges in specific currency pairs](/how-to-articles/manage-currencies/how-to-enable-requests-for-exchanges-in-specific-currency-pairs.md): Learn how to require admin approval for exchanges in specific currency pairs by enabling exchange requests in the currency pair settings
- [How to update rates in exchange requests](/how-to-articles/manage-currencies/how-to-update-rates-in-exchange-requests.md): Learn how to update rates in pending exchange requests before approval to ensure accurate execution based on current or custom rates
- [Manage bonuses](/how-to-articles/manage-bonuses.md): Find here step-by-step guides for managing bonuses in the B2CORE Back Office, including creating bonus presets, temporary programs, and crediting bonuses to clients
- [How to create a bonus preset](/how-to-articles/manage-bonuses/how-to-create-a-bonus-preset.md): Learn how to configure bonus presets to control how and when clients receive and use trading bonuses
- [How to create a temporary bonus program](/how-to-articles/manage-bonuses/how-to-create-a-temporary-bonus-program.md): Learn how to create temporary bonus programs for clients to claim in the B2CORE UI, with custom trading conditions, expiry, and crediting options
- [How to automatically credit bonuses to clients upon deposits](/how-to-articles/manage-bonuses/how-to-automatically-credit-bonuses-to-clients-upon-deposits.md): Learn how to configure automatic deposit bonuses that credit clients a percentage of their deposits, based on predefined settings and presets
- [How to manually credit bonuses to clients](/how-to-articles/manage-bonuses/how-to-manually-credit-bonuses-to-clients.md): Learn ho wto manually credit bonuses to client accounts using custom settings or existing temporary bonus programs, with flexible options and presets
- [Manage products](/how-to-articles/manage-products.md): Explore step-by-step guides for managing products in the B2CORE Back Office, including creating wallets and restricting the use of products
- [How to create a wallet](/how-to-articles/manage-products/how-to-create-a-wallet.md): Learn how to create a wallet in B2CORE, choose currencies, and set wallet details
- [How to restrict the use of a product](/how-to-articles/manage-products/how-to-restrict-the-use-of-a-product.md): Learn how to restrict product use based on client verification levels
- [Manage platforms](/how-to-articles/manage-platforms.md): Explore step-by-step guides for connecting trading platforms and hubs, creating products, enabling one-click trading, and managing related settings in the B2CORE Back Office
- [How to integrate B2TRADER](/how-to-articles/manage-platforms/how-to-integrate-b2trader.md): Learn how to create a platform, product group, and products to enable B2TRADER integration in B2CORE
- [How to integrate DXtrade](/how-to-articles/manage-platforms/how-to-integrate-dxtrade.md): Learn how to create platforms, product groups, and products to enable DXtrade functionality in B2CORE
- [How to integrate Match-Trader](/how-to-articles/manage-platforms/how-to-integrate-match-trader.md): Learn how to create platforms, product groups, and products to enable Match-Trader functionality in B2CORE
- [How to integrate MetaTrader](/how-to-articles/manage-platforms/how-to-intergate-mt.md): Learn how to integrate MetaTrader 4/5 functionality in B2CORE by creating platforms and products in the Back Office
- [How to integrate TradeLocker](/how-to-articles/manage-platforms/how-to-integrate-tradelocker.md): Learn how to configure a connection and create platforms, product groups, and products to enable TradeLocker functionality in B2CORE
- [How to integrate OneZero and PrimeXM](/how-to-articles/manage-platforms/how-to-integrate-onezero-and-primexm.md): Learn how to configure OneZero and PrimeXM platforms, create products, and set up client accounts in B2CORE Back Office
- [How to enable one-click trading access from the B2CORE UI and mobile app](/how-to-articles/manage-platforms/how-to-enable-one-click-access-to-web-trading-terminals.md): Learn how to enable one-click access to trading web terminals from the B2CORE UI and mobile apps via the Trade button on account cards
- [Manage cashback options](/how-to-articles/manage-cashback-options.md): Learn how to configure cashback programs for MT4 and MT5 in the B2CORE Back Office, enabling you set up and manage cashback options for your clients
- [How to configure cashback programs for MT4 and MT5](/how-to-articles/manage-cashback-options/how-to-configure-cashback-programs-for-mt4-and-mt5.md): Learn how to set up cashback for MT4/MT5 by configuring rates, tiers, account types, and creating a cashback deposit method for rewarding clients
- [Manage advertising options](/how-to-articles/manage-advertising-options.md): Find here step-by-step guides for managing advertising options in B2CORE, including creating banners, configuring the default Dashboard, and customizing the B2CORE UI menu
- [How to create a banner](/how-to-articles/manage-advertising-options/how-to-create-a-banner.md): Learn how to create and customize banners for the B2CORE UI and mobile app
- [How to create an announcement](/how-to-articles/manage-advertising-options/how-to-create-an-announcement.md): Learn how to create and configure announcements in B2CORE, including types, text, buttons, targeting, and expiration settings
- [How to configure the default Dashboard](/how-to-articles/manage-advertising-options/how-to-configure-the-default-dashboard.md): Configure the default Dashboard in B2CORE by enabling widgets, setting their size and position, and allowing clients to close widgets
- [How to add Ticker Widget symbols to the Dashboard](/how-to-articles/manage-advertising-options/how-to-add-ticker-widget-symbols-to-the-dashboard.md): Add symbols to the Ticker Widget on the Dashboard by editing the widget, creating new symbols, and choosing whether to show them immediately or make them selectable for clients
- [How to configure a menu in the B2CORE UI](/how-to-articles/manage-advertising-options/how-to-configure-a-menu-in-the-b2core-ui.md): Customize the B2CORE UI menu by toggling item visibility, changing their order, and editing captions. Set visibility by verification level or client type, and mark items as 'New' for clients
- [How to add custom menu items](/how-to-articles/manage-advertising-options/how-to-add-custom-menu-items.md): Learn how to add and set up custom menu items to the B2CORE UI and mobile app, including URL links, icons, visibility settings, and client access restrictions
- [How to add the Contact Us information in the B2CORE UI](/how-to-articles/manage-advertising-options/how-to-add-the-contact-us-information-in-the-b2core-ui.md): Learn how to add the Contact Us section in B2CORE UI via B2TRANSLATE to show support email, links, or other contact details for clients
- [Manage mailing options](/how-to-articles/manage-mailing-options.md): Find here step-by-step guides for managing mailing options in B2CORE, including sending emails, creating templates, configuring SMTP and SendGrid, and troubleshooting
- [How to send an email](/how-to-articles/manage-mailing-options/how-to-send-an-email.md): Learn how to schedule and send marketing and informational emails via the B2CORE Back Office
- [How to create an email template](/how-to-articles/manage-mailing-options/how-to-create-an-email-template.md): Learn how to create email templates in B2CORE Back Office for marketing or informational distributions
- [How to configure SMTP](/how-to-articles/manage-mailing-options/how-to-configure-smtp.md): Learn how to configure SMTP in B2CORE to send client email notifications. Set up SMTP details like hostname, port, username, and password, then test and enable the connection for reliable mailing
- [How to configure Twilio SendGrid for sending marketing emails through B2CORE](/how-to-articles/manage-mailing-options/how-to-configure-sendgrid.md): Learn how to configure Twilio SendGrid for sending marketing emails through B2CORE
- [How to determine why clients fail to receive email notifications](/how-to-articles/manage-mailing-options/how-to-determine-why-clients-fail-to-receive-email-notifications.md): Learn how to identify why clients don’t receive email notifications by checking email logs, verifying template activation, testing email service, and reviewing SMTP server settings
- [Manage verification options](/how-to-articles/manage-verification-options.md): Explore how to set up KYC, integrate with SumSub or ShuftiPro, and create client accreditation tests
- [How to use the KYC constructor](/how-to-articles/manage-verification-options/how-to-use-the-kyc-constructor.md): Learn how to configure custom KYC procedures in B2CORE, create verification levels, define required documents, set permissions, and apply client type and country-based restrictions
- [How to use SumSub](/how-to-articles/manage-verification-options/how-to-use-sumsubstance.md): Learn how to connect and configure SumSub as a KYC and KYT provider in B2CORE, including document setup, verification levels, flows, and webhook settings
- [How to use ShuftiPro](/how-to-articles/manage-verification-options/how-to-use-shuftipro.md): Set up and use ShuftiPro in B2CRE for KYC, face, address, and AML verification. Learn how to configure connections, document groups, types, and verification levels
- [How to create a client accreditation test](/how-to-articles/manage-verification-options/how-to-create-a-client-accreditation-test.md): Learn how to create client accreditation tests in B2CORE, add questions and answers, and link tests to verification levels
- [Manage system settings](/how-to-articles/manage-system-settings.md): Explore step-by-step guides for configuring system settings in the B2CORE Back Office, including setting up registration wizards, user roles, event notifications, integrations, and more
- [How to set up the Registration wizard](/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard.md): Learn how to set up and configure the Registration wizard in B2CORE, including customizing steps, fields, field types, validation rules, and client registration settings
- [How to add and configure the Registration wizard](/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-add-and-configure-the-registration-wizard.md): Learn how to create and configure the Registration wizard to set up the client registration process in the B2CORE UI
- [How to set up fields for the Basic Information step](/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-set-up-fields-for-the-basic-information-step.md): Learn how to configure and manage fields for the Basic Information step in the Registration wizard
- [Fields supported in the Basic Information step](/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/fields-supported-in-the-basic-information-step.md): Learn about the fields supported in the Basic Information step of the Registration wizard, including field types, validation rules, and nesting requirements
- [How to set up fields for the Advanced step](/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-set-up-fields-for-the-advanced-step.md): Learn how to set up fields for the Advanced step in the Registration wizard
- [Field types and validation rules](/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/field-types-and-validation-rules.md): Learn about the supported field types and validation rules for the Registration wizard, including input fields, dropdowns, checkboxes, and various data validation options
- [How to configure the User Registration step](/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-configure-the-user-registration-step.md): Learn how to configure the User Registration step in the Registration wizard, including selecting the client type and initial verification level for clients after registration
- [How to change the wizard workflow](/how-to-articles/manage-system-settings/how-to-change-the-wizard-workflow.md): Learn how to modify wizard workflows in B2CORE by adding or removing steps, and applying country or client type restrictions
- [How to block registration for a country](/how-to-articles/manage-system-settings/how-to-block-registration-for-a-country.md): Learn how to block client registration from specific countries by disabling them in the Countries page in the Back Office
- [How to add or remove a language](/how-to-articles/manage-system-settings/how-to-add-or-remove-a-language.md): Learn how to enable or disable languages in the B2CORE UI via the Localizations page in the Back Office
- [How to create a request resolution type](/how-to-articles/manage-system-settings/how-to-create-a-request-resolution-type.md): Learn how to create request resolution types in B2CORE by defining a name, caption, and enabling the type for use in classifying request resolutions
- [How to create a request resolution](/how-to-articles/manage-system-settings/how-to-create-a-request-resolution.md): Learn how to create request resolutions in B2CORE by setting a name, caption, and resolution type to classify and manage incoming client requests effectively
- [How to configure email templates](/how-to-articles/manage-system-settings/how-to-configure-email-templates.md): Learn how to configure email templates to notify clients and Back Office users about specific system events
- [How to set up event notifications](/how-to-articles/manage-system-settings/how-to-set-up-event-notifications.md): Learn how to set up event notifications for Back Office users via email, SMS, Slack, or Telegram by selecting events, templates, and recipients
- [How to set up Apple push notification](/how-to-articles/manage-system-settings/how-to-set-up-apple-push-notification.md): Learn how to set up a connection to Apple Push Notification service (APNs) to enable push notifications for key events in your iOS app
- [How to add a user group and grant permissions](/how-to-articles/manage-system-settings/how-to-add-a-user-group-and-grant-permissions.md): Learn how to create user groups in B2CORE and assign specific permissions to control access and actions for different types of Back Office users
- [How to add an admin user](/how-to-articles/manage-system-settings/how-to-add-an-admin-user.md): Learn how to add an admin user to the Back Office, assign permissions, and configure settings like password and data masking
- [How to make an admin user see only specific clients](/how-to-articles/manage-system-settings/how-to-make-an-admin-user-see-only-specific-clients.md): Learn how to restrict a Back Office user, such as an admin, to see only specific clients by assigning client tags
- [How to add a manager](/how-to-articles/manage-system-settings/how-to-add-a-manager.md): Learn how to add managers in the Back Office and set country restrictions to control which clients are automatically assigned to them
- [How to create a bulk action](/how-to-articles/manage-system-settings/how-to-create-a-bulk-action.md): Learn how to create and execute bulk actions to perform tasks like banning clients or changing their settings using email lists from CSV files
- [How to export a CSV file with email addresses](/how-to-articles/manage-system-settings/how-to-export-a-csv-file-with-email-addresses.md): Learn how to export a CSV file with client email addresses for use in bulk actions
- [How to change Back Office images](/how-to-articles/manage-system-settings/how-to-change-back-office-images.md): Learn how to view and update images used in the Back Office, such as logos and background images
- [How to set up 2FA](/how-to-articles/manage-system-settings/how-to-set-up-2fa.md): Learn how to set up 2FA in the Back Office so your clients can secure their profiles using Google Authenticator or SMS in the B2CORE UI
- [How to migrate client-related data from external CRMs to B2CORE](/how-to-articles/manage-system-settings/how-to-migrate-cliet-related-data-from-external-crms-to-b2core.md): Learn how to migrate clients and their related data, including accounts, and KYC documents, from external CRMs to B2CORE
- [How to import client-related data](/how-to-articles/manage-system-settings/how-to-import-client-related-data.md): Learn how to import client data, accounts, and IB details into B2CORE from CSV or TSV files using predefined formats and import actions
- [How to import data related to Back Office user groups](/how-to-articles/manage-system-settings/how-to-import-data-related-to-back-office-user-groups.md): Learn how to import Back Office user group data, including permissions, from a JSON file and choose whether to replace or add to existing groups
- [How to configure a connection to Zendesk](/how-to-articles/manage-system-settings/how-to-configure-a-connection-to-zendesk.md): Learn how to configure a connection to Zendesk in B2CORE to enable single sign-on (SSO) for clients to submit and manage support tickets directly in Zendesk
- [How to switch from SupportPal to Zendesk](/how-to-articles/manage-system-settings/how-to-switch-from-supportpal-to-zendesk.md): Learn how to switch from SupportPal to Zendesk by setting the SupportPal connection to "Read-only" in the Back Office to stop new ticket submissions while keeping access to ticket history
- [How to configure a connection to RudderStack](/how-to-articles/manage-system-settings/how-to-configure-a-connection-to-rudderstack.md): Learn how to configure a RudderStack connection in B2CORE to collect event data for analytics
- [How to integrate Amplitude](/how-to-articles/manage-system-settings/how-to-integrate-amplitude.md): Learn how to integrate Amplitude with B2CORE to track events and gain powerful analytics
- [How to integrate Salesforce](/how-to-articles/manage-system-settings/how-to-integarte-salesforce.md): Learn how to connect Salesforce to B2CORE
- [How to configure settings for mobile app downloads](/how-to-articles/manage-system-settings/how-to-configure-settings-for-mobile-app-downloads.md): Learn how to configure mobile app download settings in B2CORE. Set up links for iOS and Android apps, display download buttons on the Sign In page and Dashboard, and ensure easy client access
- [Manage payment methods](/how-to-articles/manage-payment-methods.md): Find here step-by-step guides for adding and configuring deposit and withdrawal methods in B2CORE, setting commissions, applying restrictions, and using PSS
- [How to add non-PSS deposit and withdrawal methods](/how-to-articles/manage-payment-methods/how-to-add-non-pss-deposit-and-withdrawal-methods.md): Learn how to configure deposit and withdrawal methods using non-PSS connections for payment systems not yet integrated with the B2CORE Payment System Service (PSS).
- [How to integrate B2BINPAY (non-PSS)](/how-to-articles/manage-payment-methods/how-to-add-non-pss-deposit-and-withdrawal-methods/how-to-integrate-b2binpay.md): Learn how to connect B2BINPAY to B2CORE and set up deposit and withdrawal methods with Travel Rule support
- [How to add the manual deposit or withdrawal method](/how-to-articles/manage-payment-methods/how-to-add-the-manual-deposit-or-withdrawal-method.md): Learn how to add manual deposit and withdrawal methods in the B2CORE Back Office, allowing you to handle client deposits and withdrawals manually in selected currencies
- [How to add the Constructor deposit or withdrawal method](/how-to-articles/manage-payment-methods/how-to-add-the-constructor-deposit-or-withdrawal-method.md): Learn how to add and configure Constructor deposit and withdrawal methods in the B2CORE Back Office, enabling the addition of custom fields for clients to provide the necessary information
- [How to add deposit and withdrawal methods through PSS](/how-to-articles/manage-payment-methods/how-to-add-deposit-and-withdrawal-methods-through-pss.md): Learn how to add deposit and withdrawal methods using PSS-supported payment systems in B2CORE, including configuring connections and setting up methods
- [How to integrate 1-2-Pay](/how-to-articles/manage-payment-methods/how-to-add-deposit-and-withdrawal-methods-through-pss/how-to-integrate-1-2pay.md): Learn how to integrate 1-2-Pay with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies
- [How to integrate B2BINPAY](/how-to-articles/manage-payment-methods/how-to-add-deposit-and-withdrawal-methods-through-pss/how-to-integrate-b2binpay-v3.md): Learn how to integrate B2BINPAY with B2CORE via PSS for deposits and withdrawals using the B2BINPAY API v3
- [How to integrate BridgerPay](/how-to-articles/manage-payment-methods/how-to-add-deposit-and-withdrawal-methods-through-pss/how-to-integrate-bridgerpay.md): Learn how to integrate BridgerPay with B2CORE for deposits, including setting up connections, adding methods, testing configurations, and configuring webhooks and redirect URLs for seamless transactio
- [How to integrate ChipPay](/how-to-articles/manage-payment-methods/how-to-add-deposit-and-withdrawal-methods-through-pss/how-to-integrate-chippay.md): Learn how to integrate ChipPay with B2CORE for deposits and withdrawals, configure connections, set up deposit/withdrawal methods, and ensure correct settings for payments processed in USDT and CNY
- [How to integrate Jetapay](/how-to-articles/manage-payment-methods/how-to-add-deposit-and-withdrawal-methods-through-pss/how-to-integrate-jetapay.md): Learn how to to integrate Jetapay with B2CORE through PSS for deposits and withdrawals. It covers setting up Jetapay connections, adding deposit and withdrawal methods, and verifying configurations
- [How to integrate KoraPay](/how-to-articles/manage-payment-methods/how-to-add-deposit-and-withdrawal-methods-through-pss/how-to-integrate-korapay.md): Learn how to integrate KoraPay with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies
- [How to integrate LuqaPay](/how-to-articles/manage-payment-methods/how-to-add-deposit-and-withdrawal-methods-through-pss/how-to-integrate-luqapay.md): Learn how to set up LuqaPay integration with B2CORE via PSS to enable withdrawals
- [How to integrate PaymentAsia](/how-to-articles/manage-payment-methods/how-to-add-deposit-and-withdrawal-methods-through-pss/how-to-integrate-paymentasia.md): Learn how to integrate PaymentAsia with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies
- [How to integrate PayPal](/how-to-articles/manage-payment-methods/how-to-add-deposit-and-withdrawal-methods-through-pss/how-to-integrate-paypal.md): Learn how to integrate PayPal with B2CORE through PSS for deposits and withdrawals. It covers setting up PayPal connections, adding deposit and withdrawal methods, and verifying configurations
- [How to integrate PayRetailers](/how-to-articles/manage-payment-methods/how-to-add-deposit-and-withdrawal-methods-through-pss/how-to-integrate-payretailers.md): Learn how to integrate PayRetailers with B2CORE via PSS to enable deposits and withdrawals in supported currencies
- [How to integrate Payrock](/how-to-articles/manage-payment-methods/how-to-add-deposit-and-withdrawal-methods-through-pss/how-to-integrate-payrock.md): Learn how to integrate Payrock with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies
- [How to integrate Paytiko](/how-to-articles/manage-payment-methods/how-to-add-deposit-and-withdrawal-methods-through-pss/how-to-integrate-paytiko.md): Learn how to integrate Paytiko with B2CORE for deposits. Follow steps to configure the connection, set up the deposit method, and set up webhooks for status updates in the B2CORE Back Office
- [How to integrate Praxis](/how-to-articles/manage-payment-methods/how-to-add-deposit-and-withdrawal-methods-through-pss/how-to-integrate-praxis.md): Learn how to integrate Praxis with B2CORE for both deposits and withdrawals. Follow the steps to configure connections, set up deposit and withdrawal methods, and apply necessary settings for seamless
- [How to integrate Proxpay](/how-to-articles/manage-payment-methods/how-to-add-deposit-and-withdrawal-methods-through-pss/how-to-integrate-proxpay.md): Learn how to integrate Proxpay with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies
- [How to integrate Sticpay](/how-to-articles/manage-payment-methods/how-to-add-deposit-and-withdrawal-methods-through-pss/how-to-integrate-sticpay.md): Learn how to integrate Sticpay with B2CORE via PSS, including API setup, connection settings, and adding deposit and withdrawal methods
- [How to integrate TopChange Pay](/how-to-articles/manage-payment-methods/how-to-add-deposit-and-withdrawal-methods-through-pss/how-to-integrate-topchange.md): Learn how to integrate TopChange Pay with B2CORE via PSS to enable deposits and withdrawals, including setup, method configuration, and verification
- [How to integrate UniPayment](/how-to-articles/manage-payment-methods/how-to-add-deposit-and-withdrawal-methods-through-pss/how-to-integrate-unipayment.md): Learn how to integrate UniPayment with B2CORE via PSS for bank card deposits in supported currencies
- [How to integrate Visionpay (HILZI)](/how-to-articles/manage-payment-methods/how-to-add-deposit-and-withdrawal-methods-through-pss/how-to-integrate-visionpay-hilzi.md): Learn how to integrate Visionpay (HILZI) with B2CORE through PSS for deposits and withdrawals in USD
- [How to configure commissions for deposit and withdrawal methods](/how-to-articles/manage-payment-methods/how-to-configure-commissions-for-deposit-and-withdrawal-methods.md): Learn how to configure deposit and withdrawal commissions in B2CORE, including setting fixed, percentage, or combined rates, with options for minimum and maximum commission limits
- [How to restrict the use of deposit and withdrawal methods](/how-to-articles/manage-payment-methods/how-to-restrict-the-use-of-deposit-and-withdrawal-methods.md): Learn how to restrict the use of deposit and withdrawal methods in B2CORE by verification level, country, or client type, with options to apply specific or combined restrictions
- [How pay and receive amounts are calculated in transactions](/how-to-articles/manage-payment-methods/how-pay-and-receive-amounts-are-calculated-in-transactions.md): Learn how B2CORE calculates pay and receive amounts with currency conversions, including rounding rules and currency scales
- [Manage communication platforms](/how-to-articles/manage-communication-platforms.md): Find here step-by-step guides for configuring communication platforms in the B2CORE Back Office, including setting up Twilio, and configuring Slack and Telegram bots to receive notifications
- [How to integrate ActiveCampaign](/how-to-articles/manage-communication-platforms/how-to-integrate-activecampaign.md): Learn how to connect ActiveCampaign to B2CORE
- [How to configure Twilio](/how-to-articles/manage-communication-platforms/how-to-configure-twilio.md): Learn how to configure Twilio in B2CORE for sending 2FA SMS codes and making client calls via the B2CORE Back Office
- [How to integrate Twilio SendGrid](/how-to-articles/manage-communication-platforms/how-to-integarte-sendgrid.md): Learn how to connect Twilio SendGrid to B2CORE
- [How to set up a Slack bot](/how-to-articles/manage-communication-platforms/how-to-set-up-a-slack-bot.md): Learn how to set up a Slack bot, assign the required permissions, obtain a bot token, and connect it to B2CORE to enable event notifications in Slack
- [How to set up a Telegram bot](/how-to-articles/manage-communication-platforms/how-to-set-up-a-telegram-bot.md): Learn how to create a Telegram bot, get the API token, and connect it to B2CORE to enable sending event notifications to Telegram chats, groups, and channels
- [How to get Telegram chat, group and channel identifiers](/how-to-articles/manage-communication-platforms/how-to-get-telegram-chat-group-and-channel-identifiers.md): Learn how to get Telegram user, group, and channel IDs to enable event notifications for Back Office users in B2CORE
