Visão geral da lista de utilizadores
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
Organize e capacite a sua equipa de Back Office
Faça a gestão de utilizadores, grupos e tags de clientes com ferramentas robustas para otimizar operações e reforçar a sinergia da equipa.
Utilizadores
Visão geral e gestão abrangentes
Faça a gestão eficiente de utilizadores do Back Office com um conjunto de recursos pensados para reforçar a responsabilização e o controlo de acesso.
Controlo de acesso
Grant and change permissions based on user responsibilities.
Enable or disable user accounts following platform rules.
Logs de atividade dos utilizadores
Monitor user actions for accountability and transparency.
Track login attempts, setting changes, and other critical activities.
Perfis detalhados
Edit user details such as contact information and assigned groups.
Reset passwords and update status more effortlessly.
Grupos
Organizar e delegar
Crie e faça a gestão de grupos para otimizar permissões e controlar operações de forma mais eficaz.
Funções e permissões de grupo
Define specific permissions for groups (Admin, Support, Finance).
Limit access to sensitive data based on roles.
Atribuições de grupo
Assign users to one or more groups for efficient task delegation.
Monitor task progress and streamline activities in the Back Office.
Templates de permissões
Use predefined templates to quickly set up group permissions.
Customise templates for unique business needs.
Tags de clientes
Melhorar a categorização de clientes
Etiquete e classifique clientes para interações personalizadas e melhor gestão.
Gestão de tags
Create, edit, and delete tags to reflect client attributes or statuses.
Set tags like VIP, High-Risk, and Newly Registered, for personalised offerings.
Atribuição de tags
Create automatic or manual tag flows for clients.
Use tags to filter and sort clients in the Back Office.
Relatórios baseados em tags
Generate reports and insights based on client tags.
Create targeted marketing or operational strategies based on tags.
Como funciona
01
Gestão de utilizadores
Adicione e modifique detalhes de utilizadores, atribua grupos e defina permissões.
02
Configuração de grupos
Defina níveis de acesso e atribua utilizadores a grupos e níveis.
03
Tags de clientes
Utilize tags para melhor organização de clientes e prestação de serviço segmentada.
Porquê escolher o B2CORE para gestão de utilizadores?
01
Segurança reforçada
Controle permissões para reduzir o risco de acesso não autorizado.
02
Operações otimizadas
Atribua grupos e tags para simplificar e organizar fluxos de trabalho.
03
Insights acionáveis
Explore segmentação detalhada de clientes e relatórios com 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.
Começar
Capacite a sua equipa de Back Office
Experimente a Demo do B2CORE para assumir o controlo da gestão de utilizadores, grupos e clientes como nunca!