How to create a wallet

Learn how to create a wallet in B2CORE, choose currencies, and set wallet details

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.

4

Click Save.

5

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.

6

Click Save to apply the changes.

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