사용자 목록 개요
View all Back Office users with details like names, emails, and account types.
Assign and manage user roles and statuses according to business needs.
사용자
종합 개요 및 관리
책임성과 접근 통제를 강화하도록 설계된 다양한 기능으로 백오피스 사용자를 효율적으로 관리하세요.
접근 통제
Grant and change permissions based on user responsibilities.
Enable or disable user accounts following platform rules.
사용자 활동 로그
Monitor user actions for accountability and transparency.
Track login attempts, setting changes, and other critical activities.
상세 프로필
Edit user details such as contact information and assigned groups.
Reset passwords and update status more effortlessly.
그룹
정리 및 위임
그룹을 생성·관리해 권한을 간소화하고 운영을 더 효과적으로 통제하세요.
그룹 역할 및 권한
Define specific permissions for groups (Admin, Support, Finance).
Limit access to sensitive data based on roles.
그룹 할당
Assign users to one or more groups for efficient task delegation.
Monitor task progress and streamline activities in the Back Office.
권한 템플릿
Use predefined templates to quickly set up group permissions.
Customise templates for unique business needs.
고객 태그
고객 분류 강화
개인화된 상호작용과 더 나은 관리를 위해 고객을 태그하고 분류하세요.
태그 관리
Create, edit, and delete tags to reflect client attributes or statuses.
Set tags like VIP, High-Risk, and Newly Registered, for personalised offerings.
태그 할당
Create automatic or manual tag flows for clients.
Use tags to filter and sort clients in the Back Office.
태그 기반 리포팅
Generate reports and insights based on client tags.
Create targeted marketing or operational strategies based on tags.
작동 방식
01
사용자 관리
사용자 상세를 추가·수정하고, 그룹을 할당하며, 권한을 설정하세요.
02
그룹 설정
접근 레벨을 정의하고 사용자를 그룹과 티어에 할당하세요.
03
고객 태그
더 나은 고객 정리와 타깃 서비스 제공을 위해 태그를 활용하세요.
사용자 관리에 B2CORE를 선택해야 하는 이유
01
강화된 보안
무단 접근 위험을 줄이기 위해 권한을 통제하세요.
02
간소화된 운영
그룹과 태그를 할당해 워크플로를 간소화하고 정리하세요.
03
실행 가능한 인사이트
태그로 상세 고객 세분화와 리포팅을 살펴보세요.
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.
