Interface overview
Explore the B2CORE IB Back Office interface, navigate key sections and tools to quickly access your favourite features and functionalities
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Explore the B2CORE IB Back Office interface, navigate key sections and tools to quickly access your favourite features and functionalities
Last updated
Was this helpful?
The Back Office user interface is uniform across all pages, ensuring consistent look and feel and featuring a common set of basic options.
At the top of a typical Back Office page, you can find a top bar with the following elements:
— click it to expand or collapse the main menu.
— click it to see the events that were scheduled for Admins in the Event Calendar. The number of upcoming events is displayed on a counter badge.
— click it to see pending client requests. The number of new requests is displayed on a counter badge.
Language menu — click it to select the interface language.
User profile pane — click this panel to access the Log out button.
The following buttons can be found on most Back Office pages.
the Create button — used to add a new entry.
the Export button — used to export table data to a CSV file.
the Import button — used to import an XLSX or a CSV data file.
— used to apply custom filters.
— used to reset custom filters.
— used to access details.
— used to delete an entry.
Page elements may serve as hyperlinks which can be clicked to drill down to details. Access to this data is maintained based on the permissions assigned to a particular user group.
Throughout the Back Office, the data is typically organized in tables that can be filtered.
You can specify multiple criteria for filtering column data.
When filtering is available, the appropriate input fields are displayed in column headers. The inputs vary depending on a data format, such as text, number, date, time, or list.
To facilitate filtering by date, two fields for the start and end dates may be displayed so that you can define a time period.
In the Back Office, you can sort the data available in tables.
You can display table data across multiple pages and specify how many records to display on a page. You can also view the total number of records found.
To open the previous or next page, click the left or right arrow.
Some Back Office pages support data export to CSV files. This option is available on pages that contain an Export button above the data table.
The data in a resulting file matches the applied sorting and filtering criteria.
To export page data to a CSV file, click the Export button.
Some Back Office pages also support importing of CSV and XLSX files. This option is useful when you need to update the symbol settings for a partnership program.
To import data, click the Import button, choose the file that you want to import and click Open.
In the B2CORE Back Office, you can configure fields that support localizations to have multiple language options in the B2CORE UI.
Using the localization buttons, you can set translations for these fields into different languages.
To set localizations, click the Localization button next to the field, enter the translation in the supported languages and click OK.
Note that only enabled localizations are displayed. You can enable or disable localizations in the System > Localizations section.
To enable or disable filters, click and buttons.
The columns by which you can sort data are marked with displayed in column headers (no arrows are displayed when sorting isn't available). You can click these arrows to sort data in an ascending () or descending () order, by a single column at a time.
