B2BROKER
B2Core
B2Core IB
B2CONNECT
B2BINPAY
B2BROKERTypes
View and manage client types. See each type ID, name, description, status, default assignment, and the number of assigned clients
On this page, you can view and manage the categories which can be assigned to clients.
The following data is provided about each client category:
ID
The category identifier.
Name
The category name.
Caption
The category description.
Enabled
If Yes, this client category is available for selection.
Default
If Yes, this is the default category that is assigned to new clients.
Num. of clients
The total number of clients in this category.
Last updated on
Managers
View a list of all Back Office managers and control client distribution among them. Set a default manager for automatic client assignment based on location rules
Events log
View and manage all client-related notes and comments from the Event log, including message details, tagged users, authors, and timestamps