Vue d’ensemble de la liste utilisateurs
View all Back Office users with details like names, emails, and account types.
Assign and manage user roles and statuses according to business needs.
Back Office B2CORE
Organisez et renforcez votre équipe Back Office
Gérez utilisateurs, groupes et tags clients avec des outils robustes pour fluidifier les opérations et renforcer la synergie d’équipe.
Utilisateurs
Vue d’ensemble et gestion complètes
Gérez efficacement les utilisateurs Back Office avec une gamme de fonctionnalités conçues pour renforcer la responsabilité et le contrôle d’accès.
Contrôle d’accès
Grant and change permissions based on user responsibilities.
Enable or disable user accounts following platform rules.
Logs d’activité utilisateurs
Monitor user actions for accountability and transparency.
Track login attempts, setting changes, and other critical activities.
Profils détaillés
Edit user details such as contact information and assigned groups.
Reset passwords and update status more effortlessly.
Groupes
Organiser et déléguer
Créez et gérez des groupes pour fluidifier les permissions et contrôler les opérations plus efficacement.
Rôles et permissions de groupe
Define specific permissions for groups (Admin, Support, Finance).
Limit access to sensitive data based on roles.
Affectations de groupe
Assign users to one or more groups for efficient task delegation.
Monitor task progress and streamline activities in the Back Office.
Templates de permissions
Use predefined templates to quickly set up group permissions.
Customise templates for unique business needs.
Tags clients
Améliorer la catégorisation clients
Taguez et classez les clients pour des interactions personnalisées et une meilleure gestion.
Gestion des tags
Create, edit, and delete tags to reflect client attributes or statuses.
Set tags like VIP, High-Risk, and Newly Registered, for personalised offerings.
Affectation des tags
Create automatic or manual tag flows for clients.
Use tags to filter and sort clients in the Back Office.
Reporting basé sur les tags
Generate reports and insights based on client tags.
Create targeted marketing or operational strategies based on tags.
Comment ça marche
01
Gestion des utilisateurs
Ajoutez et modifiez les détails utilisateurs, assignez des groupes et définissez les permissions.
02
Configuration des groupes
Définissez les niveaux d’accès et assignez les utilisateurs à des groupes et paliers.
03
Tags clients
Utilisez les tags pour une meilleure organisation clients et une prestation de services ciblée.
Pourquoi choisir B2CORE pour la gestion des utilisateurs ?
01
Sécurité renforcée
Contrôlez les permissions pour réduire le risque d’accès non autorisés.
02
Opérations fluidifiées
Assignez groupes et tags pour simplifier et organiser les workflows.
03
Insights actionnables
Explorez une segmentation clients détaillée et le reporting via les tags.
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.
Commencer
Renforcez votre équipe Back Office
Essayez la démo B2CORE pour prendre le contrôle de la gestion des utilisateurs, groupes et clients comme jamais auparavant !