用户列表概览
View all Back Office users with details like names, emails, and account types.
Assign and manage user roles and statuses according to business needs.
用户
全面概览与管理
借助一系列旨在增强问责与访问控制的功能，高效管理后台用户。
访问控制
Grant and change permissions based on user responsibilities.
Enable or disable user accounts following platform rules.
用户活动日志
Monitor user actions for accountability and transparency.
Track login attempts, setting changes, and other critical activities.
详尽资料
Edit user details such as contact information and assigned groups.
Reset passwords and update status more effortlessly.
分组
组织与委派
创建并管理分组，更有效地简化权限并控制运营。
分组角色与权限
Define specific permissions for groups (Admin, Support, Finance).
Limit access to sensitive data based on roles.
分组成员分配
Assign users to one or more groups for efficient task delegation.
Monitor task progress and streamline activities in the Back Office.
权限模板
Use predefined templates to quickly set up group permissions.
Customise templates for unique business needs.
客户标签
增强客户分类
为客户打标签并分类，以实现个性化互动与更好管理。
标签管理
Create, edit, and delete tags to reflect client attributes or statuses.
Set tags like VIP, High-Risk, and Newly Registered, for personalised offerings.
标签分配
Create automatic or manual tag flows for clients.
Use tags to filter and sort clients in the Back Office.
基于标签的报表
Generate reports and insights based on client tags.
Create targeted marketing or operational strategies based on tags.
运作方式
01
用户管理
添加并修改用户详情、分配分组并设置权限。
02
分组设置
定义访问级别，并将用户分配至分组与层级。
03
客户标签
利用标签更好地组织客户并提供定向服务。
为何选择 B2CORE 做用户管理？
01
增强安全
控制权限以降低未授权访问风险。
02
简化运营
分配分组与标签以简化并组织工作流。
03
可行动洞察
借助标签探索详尽客户细分与报表。
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.
