向导 | B2BROKER Docs

在 B2CORE UI 中管理和配置用于定义开户注册、授权、密码恢复等各种流程的向导

在此页面上，您可以查看已添加和配置的向导列表。

向导是用于配置和修改在 B2CORE UI 中运行的特定流程的工具，例如客户注册、授权、密码恢复等。

您可以为每个流程配置多个向导。在这种情况下，您应选择用于在 B2CORE UI 中运行流程的默认向导。非默认向导可概述外部系统通过 API 执行特定操作时使用的流程。

常规信息

每个向导均提供以下信息：

向导标识符。

名称

向导名称。

类型

指示向导所概述工作流程对应流程的类型。

已启用

如果为 Yes，则该向导已启用并用于运行流程；否则为 No。

默认

如果为 Yes，则当为同一流程配置了多个向导时，默认使用该向导；否则为 No。

要查看向导详细信息，请点击编辑按钮。

详细信息

详细信息页面分为以下选项卡：

向导选项卡 — 显示向导的主要参数
工作流程选项卡 — 列出流程工作流程中包含的必需步骤和附加步骤

必需步骤无法从流程工作流程中移除。

要在工作流程中添加附加步骤，请点击添加按钮，并从所选向导支持的附加步骤列表中选择一个步骤。

必需步骤和附加步骤都会自动分配指定的优先级索引，该索引定义了在 B2CORE UI 中运行流程时步骤的执行顺序。步骤无法重新排序。

以下列出了一些支持的向导，以及构成流程工作流程的完整必需步骤和附加步骤列表。必需步骤标记为 必需。可根据需要将附加步骤添加到流程工作流程中或从中移除。步骤顺序无法更改。

注册向导

该向导概述了在 B2CORE UI 中注册新客户的流程。

Step	Description
Basic Information `required`	Prompts a client to specify the personal information required for registration, such as their email address, first and last names, phone number, address, and password for accessing the B2CORE UI.
Client Type	Prompts a client to select a profile type, such as individual or corporate.
Email Confirmation	Prompts a client to confirm the email address entered during registration with a verification code sent to that email.
New Phone Confirmation	Prompts a client to confirm the phone number entered during registration with a verification code sent to that number.
Advanced	This step is deprecated and can no longer be added to new Registration wizards. If the Advanced step was previously added to your existing wizard, you can edit or remove it, but you can't add new fields to this step.
User Registration `required`	Registers a client in B2CORE using the provided personal information and assigns the client a specific client type and verification level.

另请参阅

授权向导

该向导概述了登录 B2CORE UI 的流程。

Step	Description
Login `required`	Prompts a client to enter their login and password.
2FA `required`	After entering the login and password, prompts a client to enter a 2FA code depending on which 2FA method is enabled for the client (2FA with SMS codes or 2FA with the Google Authenticator app). If both 2FA methods are enabled, the client can select the desired method.
Email (Reset Password) `required`	Applicable only for the case when a client was forced to reset their password by the admin. Prompts a client to confirm the action by entering a verification code sent to their email address.
Password (Reset Password) `required`	Applicable only for the case when a client was forced to reset their password by the admin. Prompts a client to enter a new password and confirm the new password by entering it again.

密码恢复向导

该向导概述了恢复用于访问 B2CORE UI 的客户密码的流程。

Step	Description
Password Recovery Form `required`	Prompts a client to enter their email address for identification purposes.
New Phone Confirmation	Prompts a client to confirm password recovery by entering a verification code sent to their phone number.
Email Confirmation	Prompts a client to confirm password recovery by entering a verification code sent to their email address.
Successful Password Change `required`	Prompts a client to enter a new password for accessing the B2CORE UI and saves it as the valid password for the client.

密码更改向导

该向导概述了更改用于访问 B2CORE UI 的客户密码的流程。

Step	Description
Email Confirmation	Prompts a client to confirm password change by entering a verification code sent to their email address.
New Phone Confirmation	Prompts a client to confirm password change by entering a verification code sent to their phone number.
Successful Password Change `required`	Prompts a client to enter a new password for accessing the B2CORE UI and saves it as the valid password for the client.

地址更改向导

该向导概述了更改客户地址的流程。

Step	Description
Address Update `required`	Prompts a client to specify new address.

白名单创建向导

该向导概述了创建出金白名单并向该列表添加钱包地址的流程。

Step	Description
Whitelist Creation `required`	Prompts a client to enter a wallet address that the client wants to add to their withdrawal whitelist.
Email Confirmation	Prompts a client to confirm the whitelist creation by entering a verification code sent to their email address.
New Phone Confirmation	Prompts a client to confirm the whitelist creation by entering a verification code sent to their phone number.

白名单删除向导

该向导概述了从客户之前创建的出金白名单中删除钱包地址的流程。

Step	Description
Email Confirmation	Prompts a client to confirm deletion of a wallet address by entering a verification code sent to their email address.
New Phone Confirmation	Prompts a client to confirm deletion of a wallet address by entering a verification code sent to their phone number.

白名单更改向导

该向导概述了禁用客户之前创建的出金白名单的流程。

Step	Description
Email Confirmation	Prompts a client to confirm disabling the withdrawal whitelist by entering a verification code sent to their email address.
New Phone Confirmation	Prompts a client to confirm disabling the withdrawal whitelist by entering a verification code sent to their phone number.
Whitelist Disable `required`	Disables the withdrawal whitelist.

出金向导

该向导概述了在 B2CORE UI 中进行出金的流程。

Step	Description
Withdrawal Creation `required`	Creates a new withdrawal.
Email Confirmation	Prompts a client to confirm the withdrawal by entering a verification code sent to their email address.
New Phone Confirmation	Prompts a client to confirm the withdrawal by entering a verification code sent to their phone number.

另请参阅

如何更改向导工作流

向导

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