How to create a jurisdiction

Learn how to create jurisdictions, select countries, and assign optional tags to automate client assignment during registration in B2CORE

To create a jurisdiction:

1

Navigate to Clients > Jurisdictions.

2

Click +Create in the upper-right page corner.

3

On the Create a jurisdiction page, fill in the following fields:

• In the Caption field, enter the name that you want to apply to the jurisdiction, for example: Latin America.

• In the Countries dropdown, select countries that belong to the jurisdiction. Press Enter after selecting each country.

  Only the countries that are enabled on the System > Countries page are listed in the dropdown.

  Clients who select these countries during registration will be automatically assigned to this jurisdiction.

• In the Tags dropdown, optionally select one or more tags that will be automatically assigned to clients along with the jurisdiction.

• In the Description field, enter the description or additional details about the jurisdiction.

• Select the Apply changes to all existing clients checkbox, to apply this jurisdiction to all existing clients whose country matches one of the countries added to the jurisdiction.

  Leave the checkbox disabled to apply the jurisdiction only to clients who register after creating the jurisdiction. The existing clients won't be affected.

4

Click Save to create the jurisdiction.

Clients can now be automatically assigned to the jurisdiction after they complete the registration process. The assigned jurisdiction is displayed in the Additional Info section in the client details, where it can also be changed manually.

How to edit a jurisdiction

To edit a jurisdiction:

1

Navigate to Clients > Jurisdictions.

2

Select the jurisdiction that you want to modify and click the Edit button.

3

On the Update jurisdiction page, you can make the following changes:

• In the Countries dropdown, add or remove countries associated with the jurisdiction.

• In the Tags dropdown, add or remove tags that will be assigned to clients belonging to this jurisdiction.

• To apply the updated settings to the existing clients, select the Apply changes to all existing clients checkbox.

  Leave the checkbox disabled to apply the changes only to new clients who register after the changes are saved. The existing clients won’t be affected.

4

Click Save to apply the updates to the jurisadiction settings.

The changes will take effect based on whether the Apply changes to all existing clients checkbox is selected or disabled.

If you have any jurisdiction-based restrictions applied to products, deposit and withdrawal methods, or verification levels, they will be in effect for clients according to the updated jurisdiction settings.

Example

Suppose the existing jurisdiction Latin America includes Argentina and Chile in its list of countries.

Now, the jurisdiction is updated: Argentina is removed, and Brazil is added.

If the Apply changes to all existing clients checkbox is enabled:

• The Latin America jurisdiction is removed from existing clients whose country is Argentina. They aren't assigned to any jurisdiction.

• The Latin America jurisdiction is assigned to all existing clients whose country is Brazil.

• Existing clients from Chile remain assigned to the Latin America jurisdiction, as Chile is still included.

• The jurisdiction will also be assigned to newly registered clients based on the updated country list.

If the Apply changes to all existing clients checkbox is disabled:

• Jurisdiction assignments for existing clients remain unchanged. For example, the existing clients from Argentina will continue belong to the Latin America jurisdiction, even though Argentina has been removed from the country list.

• The jurisdiction will only apply to clients who register after the changes are saved, based on the updated country list.

See also

How to make an admin user see only specific clients