Panoramica elenco utenti
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
Organizza e potenzia il team del Back Office
Gestisci utenti, gruppi e tag clienti con strumenti robusti per snellire le operazioni e potenziare la sinergia del team.
Users
Panoramica e gestione complete
Gestisci in modo efficiente gli utenti Back Office con una gamma di funzionalità pensate per potenziare accountability e controllo degli accessi.
Controllo accessi
Grant and change permissions based on user responsibilities.
Enable or disable user accounts following platform rules.
Log attività utente
Monitor user actions for accountability and transparency.
Track login attempts, setting changes, and other critical activities.
Profili dettagliati
Edit user details such as contact information and assigned groups.
Reset passwords and update status more effortlessly.
Groups
Organizza e delega
Crea e gestisci gruppi per snellire i permessi e controllare le operazioni in modo più efficace.
Ruoli e permessi dei gruppi
Define specific permissions for groups (Admin, Support, Finance).
Limit access to sensitive data based on roles.
Assegnazioni di gruppo
Assign users to one or more groups for efficient task delegation.
Monitor task progress and streamline activities in the Back Office.
Template di permessi
Use predefined templates to quickly set up group permissions.
Customise templates for unique business needs.
Tag clienti
Migliora la categorizzazione clienti
Tagga e classifica i clienti per interazioni personalizzate e una gestione migliore.
Gestione tag
Create, edit, and delete tags to reflect client attributes or statuses.
Set tags like VIP, High-Risk, and Newly Registered, for personalised offerings.
Assegnazione tag
Create automatic or manual tag flows for clients.
Use tags to filter and sort clients in the Back Office.
Reporting basato sui tag
Generate reports and insights based on client tags.
Create targeted marketing or operational strategies based on tags.
Come funziona
01
Gestione utenti
Aggiungi e modifica i dettagli utente, assegna gruppi e imposta i permessi.
02
Setup dei gruppi
Definisci i livelli di accesso e assegna gli utenti a gruppi e tier.
03
Tag clienti
Usa i tag per una migliore organizzazione dei clienti e un’erogazione di servizi mirata.
Perché scegliere B2CORE per la gestione utenti?
01
Sicurezza potenziata
Controlla i permessi per ridurre il rischio di accessi non autorizzati.
02
Operazioni snellite
Assegna gruppi e tag per semplificare e organizzare i workflow.
03
Insight azionabili
Esplora segmentazione clienti e reporting dettagliati usando i tag.
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.
Inizia
Potenzia il team del Back Office
Prova la demo B2CORE per prendere il controllo di gestione utenti, gruppi e clienti come mai prima!