How to approve or reject client requests

Learn how to approve or reject client requests in the Back Office by reviewing, commenting, auditing, and resolving requests with appropriate resolutions and notifications

Some actions taken by your clients in the B2CORE UI require a resolution (approval or rejection).

To view pending requests quickly, click the bell icon in the top bar and navigate to the request details by clicking the desired request. Alternatively, you can view a list pending requests on the Clients > Requests page.

To resolve a client request:

1

Navigate to Clients > Requests.

2

Select the request.

You can filter the requests list by client email, request type, or other criteria to quickly find the needed request.

3

Click the Edit button to view the request details. Note that for some providers it is also possible to edit the deposit or payout amount directly in the request.

4

Add comment if required. This comment will be displayed only in the Back Office. Your client won't be notified about this.

5

Use the Options button to set the color of the request in the list.

6

Click Audit to check the transaction. The system will summarize all incoming transactions on the account and show a notification if there is a significant discrepancy in the balance.

This step requires the Update requests permission.

7

Click Approve or Reject to resolve the request.

If rejected:

1

Select Resolution type and Resolution. The type and resolution must be previously created in the system (for details, refer to How to create a request resolution type and How to create a request resolution).

2

Confirm the rejection by solving a simple math problem and provide the result in the Verification code field.

3

Click OK to save the changes.

After that, an email notification about the request resolution will be sent to the client.