How to create a wallet

To create a wallet:

1. Navigate to Products > Products.

2. Click +Create, and then select eWallet in the dropdown.

3. Fill out the form:

• The Platform field displays eWallet.

• In the Platform Group dropdown, select eWallet.

• In the Currency dropdown, select one or more currencies that you want to enable for the wallet.

• In the Name field, enter the wallet name that will be displayed on the Products page

• In the Group dropdown, select a group. The wallet will be displayed in the selected group in the B2CORE UI.

• In the Factory dropdown, select 100 if a client’s account is denominated in currency subunits (for example, cents); otherwise, leave the default value 1.

• In the Type dropdown, select Personal.

1. Click Save.

2. Fill out the details:

• Set the Caption, which will be displayed in the B2CORE UI. Set localizations if needed.

• Set Status to Enabled.

• Set Group rights to eWallet or select the Rights if group rights were not configured.

• Set Max accounts to 1.

• Set an external Link to display the available currencies or other information. This link appears in the B2CORE UI as the i icon.

• Set Autocreation on login to Yes to make this wallet available to each client upon initial sign-in to the B2CORE UI.

1. Click Save to apply the changes.