Users Management
Organise and Empower Your Back Office Team
Manage users, groups, and client tags with robust tools to streamline operations and enhance team synergy.
Users
Comprehensive Overview and Management
Efficiently manage Back Office users with a range of features designed to enhance accountability and access control.
Groups
Organise and Delegate
Create and manage groups to streamline permissions and control operations more effectively.
Group Roles and Permissions
Define specific permissions for groups (Admin, Support, Finance).
Limit access to sensitive data based on roles.
Group Assignments
Assign users to one or more groups for efficient task delegation.
Monitor task progress and streamline activities in the Back Office.
Permission Templates
Use predefined templates to quickly set up group permissions.
Customise templates for unique business needs.
Client Tags
Enhance Client Categorisation
Tag and classify clients for personalised interactions and better management.
Tag Management
Create, edit, and delete tags to reflect client attributes or statuses.
Set tags like VIP, High-Risk, and Newly Registered, for personalised offerings.
Tag Assignment
Create automatic or manual tag flows for clients.
Use tags to filter and sort clients in the Back Office.
Tag-Based Reporting
Generate reports and insights based on client tags.
Create targeted marketing or operational strategies based on tags.
How It Works
01
User Management
Add and modify user details, assign groups, and set permissions.
02
Group Setup
Define access levels and assign users to groups and tiers.
03
Client Tags
Utilise tags for better client organisation and targeted service delivery.
Why Choose B2CORE for Users Management?
01
Enhanced Security
Control permissions to reduce the risk of unauthorised access.
02
Streamlined Operations
Assign groups and tags to simplify and organise workflows.
03
Actionable Insights
Explore detailed client segmentation and reporting using tags.
Frequently Asked Questions
Find answers to the most common questions about our products and services.
