Nutzerlisten-übersicht
View all Back Office users with details like names, emails, and account types.
Assign and manage user roles and statuses according to business needs.
B2CORE Back Office
Back-Office-team organisieren und stärken
Verwalten Sie Nutzer, Gruppen und Kunden-Tags mit robusten Tools, um Abläufe zu optimieren und Teamsynergie zu stärken.
Nutzer
Umfassende übersicht und verwaltung
Back-Office-Nutzer effizient mit Funktionen verwalten, die Verantwortlichkeit und Zugriffskontrolle stärken.
Zugriffskontrolle
Grant and change permissions based on user responsibilities.
Enable or disable user accounts following platform rules.
Nutzeraktivitäts-logs
Monitor user actions for accountability and transparency.
Track login attempts, setting changes, and other critical activities.
Detaillierte profile
Edit user details such as contact information and assigned groups.
Reset passwords and update status more effortlessly.
Gruppen
Organisieren und delegieren
Gruppen erstellen und verwalten, um Berechtigungen zu straffen und Abläufe wirksamer zu steuern.
Gruppenrollen und berechtigungen
Define specific permissions for groups (Admin, Support, Finance).
Limit access to sensitive data based on roles.
Gruppenzuweisungen
Assign users to one or more groups for efficient task delegation.
Monitor task progress and streamline activities in the Back Office.
Berechtigungsvorlagen
Use predefined templates to quickly set up group permissions.
Customise templates for unique business needs.
Kunden-Tags
Kundenkategorisierung verbessern
Kunden taggen und klassifizieren — für personalisierte Interaktionen und bessere Verwaltung.
Tag-verwaltung
Create, edit, and delete tags to reflect client attributes or statuses.
Set tags like VIP, High-Risk, and Newly Registered, for personalised offerings.
Tag-zuweisung
Create automatic or manual tag flows for clients.
Use tags to filter and sort clients in the Back Office.
Tag-basiertes reporting
Generate reports and insights based on client tags.
Create targeted marketing or operational strategies based on tags.
So funktioniert es
01
Nutzerverwaltung
Nutzerdetails hinzufügen und ändern, Gruppen zuweisen und Berechtigungen setzen.
02
Gruppeneinrichtung
Zugriffsstufen definieren und Nutzer Gruppen sowie Tiers zuweisen.
03
Kunden-tags
Tags für bessere Kundenorganisation und gezielte Servicebereitstellung nutzen.
Warum B2CORE für die nutzerverwaltung?
01
Mehr sicherheit
Berechtigungen steuern, um das Risiko unautorisierten Zugriffs zu senken.
02
Optimierte abläufe
Gruppen und Tags zuweisen, um Workflows zu vereinfachen und zu organisieren.
03
Handlungsrelevante insights
Detaillierte Kundensegmentierung und Reporting über Tags nutzen.
Frequently Asked
FAQ
A Customer Relationship Management platform helps businesses manage everything related to their customers, from contact information and customer support inquiries to financial data and payment processing. In the Forex industry, a CRM is a tool that brokers can use to manage everything related to their clients' accounts, from Know-Your-Client (KYC) compliance to wallets and payments. In other words, it is a complete software solution that helps businesses in the Forex industry streamline their operations and improve their bottom line. This all-in-one solution can make it easier for brokers to keep track of their clients' needs and provide them with the best possible service.
We support any type of data import, we will customise the script under your specifications and will make a migration so that all the data is safely transferred to B2CORE.
We have built a strong onboarding procedures. You will have a personal account manager that will provide you with all the necessary documentation on the product possibilities. In addition, we will schedule a call with the product manager that will walk you through the functionality and will answer all of your questions.
We have a team of 30+ dedicated developers that are working on B2CORE improvements and new features and we are always open for client wishes. All you will need to do is to give us a technical description of what you want and our team will take care about the implementation and your personal account manager will keep you posted about the release dates.
In case you find a bug in the product, we have a 24/7 Helpdesk system with 20+ Support specialists behind it. Your personal account manager will walk you through it so that once you face a problem you can quickly report it and our support team will immediately start working on the fix.
It is as simple as creating a method in your admin panel for deposits and withdrawals and entering the API keys in order to connect to the platform, this can be done in a matter of minutes.
Specifically for that we built a right-based User groups, where you will be able to assign to the users only the sections that are specifically needed for his/her department. In addition, we launched a tag system, that will allow your admins to monitor only the clients' data that are "tagged" to them.
Loslegen
Back-Office-team stärken
Testen Sie die B2CORE Demo und übernehmen Sie die Kontrolle über Nutzer-, Gruppen- und Kundenverwaltung wie nie zuvor!