Обзор списка пользователей
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
Организуйте и усиливайте команду Back Office
Управляйте пользователями, группами и клиентскими тегами с надёжными инструментами для оптимизации операций и усиления командной синергии.
Users
Комплексный обзор и управление
Эффективно управляйте пользователями Back Office с набором функций для усиления подотчётности и контроля доступа.
Контроль доступа
Grant and change permissions based on user responsibilities.
Enable or disable user accounts following platform rules.
Логи активности пользователей
Monitor user actions for accountability and transparency.
Track login attempts, setting changes, and other critical activities.
Детальные профили
Edit user details such as contact information and assigned groups.
Reset passwords and update status more effortlessly.
Groups
Организуйте и делегируйте
Создавайте и управляйте группами, чтобы эффективнее оптимизировать права и контролировать операции.
Роли и права групп
Define specific permissions for groups (Admin, Support, Finance).
Limit access to sensitive data based on roles.
Назначения групп
Assign users to one or more groups for efficient task delegation.
Monitor task progress and streamline activities in the Back Office.
Шаблоны прав
Use predefined templates to quickly set up group permissions.
Customise templates for unique business needs.
Client Tags
Улучшите категоризацию клиентов
Тегируйте и классифицируйте клиентов для персонализированных взаимодействий и лучшего управления.
Управление тегами
Create, edit, and delete tags to reflect client attributes or statuses.
Set tags like VIP, High-Risk, and Newly Registered, for personalised offerings.
Назначение тегов
Create automatic or manual tag flows for clients.
Use tags to filter and sort clients in the Back Office.
Отчётность по тегам
Generate reports and insights based on client tags.
Create targeted marketing or operational strategies based on tags.
Как это работает
01
Управление пользователями
Добавляйте и изменяйте данные пользователей, назначайте группы и задавайте права.
02
Настройка групп
Определяйте уровни доступа и назначайте пользователей в группы и уровни.
03
Client tags
Используйте теги для лучшей организации клиентов и адресного сервиса.
Почему для управления пользователями выбирают B2CORE?
01
Повышенная безопасность
Контролируйте права, чтобы снижать риск несанкционированного доступа.
02
Оптимизированные операции
Назначайте группы и теги, чтобы упрощать и организовывать процессы.
03
Практичная аналитика
Изучайте детальную сегментацию клиентов и отчётность с помощью тегов.
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.
Начало работы
Усильте команду Back Office
Попробуйте демо B2CORE, чтобы взять управление пользователями, группами и клиентами на новый уровень!