User List Overview
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
Organise and Empower Your Back Office Team
Manage users, groups, and client tags with robust tools to streamline operations and enhance team synergy.
Users
Comprehensive Overview and Management
Efficiently manage Back Office users with a range of features designed to enhance accountability and access control.
Access Control
Grant and change permissions based on user responsibilities.
Enable or disable user accounts following platform rules.
User Activity Logs
Monitor user actions for accountability and transparency.
Track login attempts, setting changes, and other critical activities.
Detailed Profiles
Edit user details such as contact information and assigned groups.
Reset passwords and update status more effortlessly.
Groups
Organise and Delegate
Create and manage groups to streamline permissions and control operations more effectively.
Group Roles and Permissions
Define specific permissions for groups (Admin, Support, Finance).
Limit access to sensitive data based on roles.
Group Assignments
Assign users to one or more groups for efficient task delegation.
Monitor task progress and streamline activities in the Back Office.
Permission Templates
Use predefined templates to quickly set up group permissions.
Customise templates for unique business needs.
Client Tags
Enhance Client Categorisation
Tag and classify clients for personalised interactions and better management.
Tag Management
Create, edit, and delete tags to reflect client attributes or statuses.
Set tags like VIP, High-Risk, and Newly Registered, for personalised offerings.
Tag Assignment
Create automatic or manual tag flows for clients.
Use tags to filter and sort clients in the Back Office.
Tag-Based Reporting
Generate reports and insights based on client tags.
Create targeted marketing or operational strategies based on tags.
How It Works
01
User Management
Add and modify user details, assign groups, and set permissions.
02
Group Setup
Define access levels and assign users to groups and tiers.
03
Client Tags
Utilise tags for better client organisation and targeted service delivery.
Why Choose B2CORE for Users Management?
01
Enhanced Security
Control permissions to reduce the risk of unauthorised access.
02
Streamlined Operations
Assign groups and tags to simplify and organise workflows.
03
Actionable Insights
Explore detailed client segmentation and reporting using 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.
Get started
Empower Your Back Office Team
Try B2CORE Demo to take control of user, group, and client management like never before!