Client labels

On this page, you can view the client labels available in your system and manage your own.

Labels are markers attached to clients. They appear as colored chips in the client list and on a client's profile, and you can filter the client list by them.

There are two kinds of label:

System

Maintained automatically by B2CORE. System labels are attached and removed for you as a client's situation changes, and they cannot be renamed, recolored, deleted, or assigned by hand.

Custom

Created by administrators for your own segmentation. You choose the name and color, and you decide which clients carry them.

System labels

Deposited records something that happened, so it stays on the client once earned — it is never removed, even if the client makes no further deposits.

It is attached only for a completed deposit. Internal transfers, bonus payouts and exchange top-ups do not count as deposits and do not attach it.

Information on this page

ID

The identifier of the label.

Name

The label name, shown on the chip.

Code

The machine name of the label. Integrations should match on the code rather than the name.

Kind

Either System or Custom.

Color

The chip color, as a hex value.

Creating a custom label

1. Click Create.
2. Enter a Name. This is what the chip shows, and it must be unique.
3. Pick a Color from the palette.
4. Click Save.

The Code is generated from the name and shown once the label exists. It never changes afterwards, so integrations that match on the code keep working when you rename a label.

Editing and deleting a custom label

Use the buttons in the first column of the row:

• Pencil — change the name and color. The code stays as it is.
• Bin — delete the label. It is removed from every client that carries it, so the chip disappears from the client list, from client profiles, and from the label filters.

System labels have no buttons: they are maintained by B2CORE and cannot be changed or removed.

Assigning labels to clients

You can only assign custom labels. System labels are attached and removed automatically, so a manual change to them would be undone the next time the rule ran.

One client at a time

1. Open the client's profile.
2. In Custom Labels, select the labels the client should carry, or remove the ones it should not.
3. Save the profile.

If Custom Labels shows chips instead of a selector, your group can assign labels but not edit clients — use the client list instead, as described below.

The Client Labels field beside it lists the system labels the client carries. It is read-only.

Several clients at once

1. In the client list, switch on selection mode and tick the clients.
2. Open Edit Selected Clients and choose Assign Client Labels.
3. Select the labels to apply.
4. Leave Replace the existing custom labels instead of adding to them clear to add the labels to whatever the clients already carry, or tick it to replace their custom labels with exactly the set you selected.
5. Click Save.

Filtering clients by label

The client list provides two independent label filters:

• Has all of labels — keeps clients carrying every label you select. Selecting more labels narrows the results.
• Has none of labels — keeps clients carrying none of the labels you select. A single one of them is enough to exclude a client.

You can combine them in a single search. For example, selecting Deposited and a VIP label in Has all of labels and a Watchlist label in Has none of labels returns clients who have both deposited and been marked VIP, minus anyone on the watchlist.

Access rights

Each part of the feature has its own permission, set per group in Groups:

Support and account-manager groups can view labels and assign them out of the box. Managing the list itself is reserved for administrators until you grant it.