ユーザー一覧の概要
View all Back Office users with details like names, emails, and account types.
Assign and manage user roles and statuses according to business needs.
ユーザー
包括的な概要と管理
説明責任とアクセス制御を高める機能群で、バックオフィスユーザーを効率的に管理します。
アクセス制御
Grant and change permissions based on user responsibilities.
Enable or disable user accounts following platform rules.
ユーザー活動ログ
Monitor user actions for accountability and transparency.
Track login attempts, setting changes, and other critical activities.
詳細プロフィール
Edit user details such as contact information and assigned groups.
Reset passwords and update status more effortlessly.
グループ
整理と委任
グループを作成・管理し、権限と運用制御をより効果的に効率化します。
グループのロールと権限
Define specific permissions for groups (Admin, Support, Finance).
Limit access to sensitive data based on roles.
グループ割り当て
Assign users to one or more groups for efficient task delegation.
Monitor task progress and streamline activities in the Back Office.
権限テンプレート
Use predefined templates to quickly set up group permissions.
Customise templates for unique business needs.
クライアントタグ
クライアント分類を強化
パーソナライズされた接点とより良い管理のため、クライアントにタグを付けて分類します。
タグ管理
Create, edit, and delete tags to reflect client attributes or statuses.
Set tags like VIP, High-Risk, and Newly Registered, for personalised offerings.
タグ割り当て
Create automatic or manual tag flows for clients.
Use tags to filter and sort clients in the Back Office.
タグベースのレポート
Generate reports and insights based on client tags.
Create targeted marketing or operational strategies based on tags.
仕組み
01
ユーザー管理
ユーザー詳細を追加・変更し、グループを割り当て、権限を設定します。
02
グループ設定
アクセスレベルを定義し、ユーザーをグループとティアに割り当てます。
03
クライアントタグ
タグを活用し、より良いクライアント整理とターゲティングされたサービス提供を実現します。
ユーザー管理にB2COREを選ぶ理由
01
強化されたセキュリティ
権限を制御し、不正アクセスのリスクを低減します。
02
効率化された運用
グループとタグを割り当て、ワークフローをシンプルに整理します。
03
実行可能なインサイト
タグを使った詳細なクライアントセグメンテーションとレポートを活用できます。
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.
