# Explore the Web interface

## Main menu

Use the main menu displayed on the left to navigate across platform pages and access the Helpdesk.

Use the **Collapse**/**Expand** button to adjust the main menu display.

<figure><img src="https://274670522-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFzdls19jGf97ThDIA7gS%2Fuploads%2Fgit-blob-2d868835efb5c50421b87baf3b8269b80b25a982%2Fmain-menu.png?alt=media" alt="Main menu"><figcaption><p>Main menu</p></figcaption></figure>

## Topbar options

In the upper part of the page, you can see a topbar that provides access to the following functions:

* the **Legal entity** dropdown — to switch between Sandbox and Production environments as well as different legal entities where you hold membership. Access permissions vary across legal entities based on your assigned user roles within each organization. Through this dropdown, users can also create new Sandbox environments to initiate KYB processes for their own businesses.
* the **Dark/Light theme** switch — to adjust the B2BINPAY Web UI to your preferences.
* the **Language** dropdown — to select a preferred language for the B2BINPAY Web UI.
* the **Notifications** page — to view and manage system notifications.
* the **User profile** icon — to access the **Profile menu** (see below).

<figure><img src="https://274670522-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFzdls19jGf97ThDIA7gS%2Fuploads%2Fgit-blob-84d9ad1ab424deca5813665644921be54be4a531%2Ftopbar.png?alt=media" alt="Topbar"><figcaption><p>Topbar</p></figcaption></figure>

## Profile menu

### Custom tokens

On this page, you can view a list of your [custom tokens](https://docs.b2binpay.com/references/key-terms#custom-token) and their settings.

{% hint style="info" %}
Currently, new custom tokens can't be created. Existing custom tokens continue to be supported.
{% endhint %}

### Testnet faucet

On this page, you can deposit test funds to your Sandbox wallets for testing purposes.

See [Set up integrations](https://docs.b2binpay.com/quick-start-guide#step-5-set-up-integrations) for more details on using Sandbox.

### Logins and sessions

On this page, you can find a log of user sessions, which includes the user email and location, along with the device fingerprint data and exact date and time of each login.

The *Owner* sees all sessions of all users.

### Access list

{% hint style="warning" %}
Only users with the *Owner* role can access this section.
{% endhint %}

On this page, you can manage user access to your wallets, API credentials, and IP whitelists.

The page is divided into two tabs:

{% tabs %}
{% tab title="Staff" %}
On this tab, you can add new users to your legal entity, assign roles, and grant or restrict access to specific wallets.

See the following guides for step-by-step instructions:

* [How to grant access to your wallet](https://docs.b2binpay.com/how-tos/manage-your-wallets/how-to-grant-access-to-your-wallet)
* [How to manage user roles](https://docs.b2binpay.com/how-tos/manage-your-wallets/how-to-manage-user-roles)

{% hint style="info" %}
In the wallet details, you can find the **Access rights** tab featuring a list of users who have access to this particular wallet.
{% endhint %}
{% endtab %}

{% tab title="API" %}
On this tab, you can manage API access, as well as bulk grant or restrict API access to your wallets.

See the following guides for step-by-step instructions:

* [How to access API](https://docs.b2binpay.com/how-tos/manage-your-profile-and-system/how-to-access-api#obtain-api-credentials)
  {% endtab %}

{% tab title="IP whitelist" %}
*Available on Production environments only.*

On this tab, you can manage IP whitelists for your legal entity to allow access it from trusted IPs only. This setting will apply to all users under this particular legal entity, including the *Owner*.

See the following guides for step-by-step instructions:

* [How to whitelist IP addresses](https://docs.b2binpay.com/how-tos/manage-your-profile-and-system/how-to-whitelist-ip-addresses)
  {% endtab %}

{% tab title="Callback secret" %}
On this tab, you can generate the Callback secret for callback verification.

See the following guides for step-by-step instructions:

* [How to access API](https://docs.b2binpay.com/how-tos/manage-your-profile-and-system/how-to-access-api#obtain-a-callback-secret)
  {% endtab %}
  {% endtabs %}

### Address whitelist

On this page, you can create and manage address whitelists for blockchains and wallets.

The page is divided into two tabs for whitelists at the blockchain and wallet levels respectively. Here you can manage your whitelists centrally: view, add, delete, or bulk delete addresses. You can also whitelist addresses for a specific wallet on the **Address whitelist** tab in the wallet details.

See [How to whitelist a payout address](https://docs.b2binpay.com/how-tos/manage-your-assets/how-to-whitelist-a-payout-address) for step-by-step instructions.

### Bank details

On this page, you can add and manage your bank details saved for [bank withdrawals](https://docs.b2binpay.com/references/key-terms#bank-withdrawal).

The following types are supported:

* IBAN
* SWIFT
* IFSC
* A/C No.

Once you add a new bank account, an approval request is automatically created and sent to the B2BINPAY Compliance team. After that you can monitor the status:

* **Pending**: The bank details were sent to the Compliance office for approval.
* **Approved**: The bank details were approved by the Compliance office, you can use it for bank withdrawals.
* **Declined**: The bank details were rejected by the Compliance office and can't be used for bank withdrawals.

### Reports

On this page, you can generate and download wallet reports.

See [How to generate a report on wallet balances](https://docs.b2binpay.com/how-tos/manage-your-wallets/how-to-generate-a-report-on-wallet-balances) for step-by-step instructions.

### Settings

On this page, you can configure your profile and system access.

See the following guides for step-by-step instructions:

* [How to change your password](https://docs.b2binpay.com/how-tos/manage-your-profile-and-system/how-to-change-your-password)
* [How to whitelist IP addresses](https://docs.b2binpay.com/how-tos/manage-your-profile-and-system/how-to-whitelist-ip-addresses)
* [How to enable 2FA](https://docs.b2binpay.com/how-tos/manage-your-profile-and-system/how-to-enable-2fa)
* [How to enable additional AML check](https://docs.b2binpay.com/how-tos/manage-your-profile-and-system/how-to-enable-additional-aml-check)

### Legal documents

On this page, you can view and manage legal documents such as policies and contract agreements.

When contract terms and conditions change, the *Owner* of the legal entity sees a notification on their next sign‑in. A modal window opens and requires them to read and accept the new terms.

The *Owner* can also initiate unilateral contract termination by clicking **Terminate** next to the latest contract version. After initiation, your account remains available for withdrawals until the termination is processed by the B2BINPAY Compliance team.

## Configuring columns

Information on most pages and tabs is presented in tables and you can configure columns to display.

If a display setting is available for a given page, you may see the **Configure columns** button above the table. Click it to display the column list:

* Mark or unmark column checkboxes to display or hide them; the column checkboxes highlighted in grey can’t be disabled.
* Drag and drop the columns to adjust their order in the table.

<figure><img src="https://274670522-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFzdls19jGf97ThDIA7gS%2Fuploads%2Fgit-blob-3f0eab0501a82dec11664016b60defc1b9768254%2Fconfigure-columns.png?alt=media" alt="Configuring columns"><figcaption><p>Configuring columns</p></figcaption></figure>

## Quick search

On some pages, you can perform a **quick search** by a certain parameter, such as wallet label or currency.

To perform the quick search, start typing a desired value in the quick search field displayed above the table. Only the records containing the entered value are displayed on the page.

## Sorting

Information in tables can be sorted by certain parameters.

By default, page data is sorted by creation date in descending order. You can sort the page data by other fields.

To find out whether you can sort table data by a particular field, hover over a corresponding column header. If sorting by this field is supported, you will see an arrow next to it indicating the available sorting options:

* Arrow inactive — sorting by this field is disabled.
* Up arrow (active) — descending sorting by this field is enabled (you can click the arrow to enable ascending sorting).
* Down arrow (active) — ascending sorting by this field is enabled (you can click the arrow to enable descending sorting).

{% hint style="info" %}
You can sort table data only by a single field at a time.
{% endhint %}

<figure><img src="https://274670522-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFzdls19jGf97ThDIA7gS%2Fuploads%2Fgit-blob-5370ef6bf83e8a7f81c8c5e78c6cbd306d17c60f%2Fsorting.png?alt=media" alt="Sorting"><figcaption><p>Sorting</p></figcaption></figure>

## Filters

The **funnel icon** displayed on some pages indicates that you can specify custom **search filters**. You can click this icon to open a filter popup and enter desired values.

The set of available filtering parameters varies for different pages. The displayed input corresponds to a parameter type: it can be text, number, date, selector, and so on. Typically, two values are required for filtering by a time interval: the start date and the end date. You can enter these values manually or select them using the calendar tool.

To enable filtering, click the **Apply** button. To disable filtering, click **Reset**.

On some pages, you can choose among predefined **quick filters** to filter data by a specific parameter, such as a wallet or currency type. To enable these filters, use the corresponding buttons displayed above data tables.

<figure><img src="https://274670522-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFzdls19jGf97ThDIA7gS%2Fuploads%2Fgit-blob-b7c2c86fe8520c825c523abbd4945a5fa9c4d221%2Ffilters.png?alt=media" alt="Filtering"><figcaption><p>Filtering</p></figcaption></figure>

## Pagination

Most of the pages support **pagination** and display data on multiple pages.

You can instantly **Jump to** a specific page or use the left and right arrows to switch to the previous or next page. You can also specify the number of rows displayed on each page.

<figure><img src="https://274670522-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFzdls19jGf97ThDIA7gS%2Fuploads%2Fgit-blob-4071e65680d75f79614389cb0b3826260116f80d%2Fpagination.png?alt=media" alt="Pagination"><figcaption><p>Pagination</p></figcaption></figure>

## Copying values

On some pages, the option to copy certain values to the clipboard is provided.

<figure><img src="https://274670522-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFzdls19jGf97ThDIA7gS%2Fuploads%2Fgit-blob-f583c1f779e9cd9c32fdea64b7172ad6e97f0ff3%2Fcopy-value.png?alt=media" alt="Copying values"><figcaption><p>Copying values</p></figcaption></figure>

## Export data

On some pages, the data export option is provided.

You can download the page data in the CSV or XLSX format. The exported file matches the filtering and sorting settings applied to the page.

<figure><img src="https://274670522-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFzdls19jGf97ThDIA7gS%2Fuploads%2Fgit-blob-ef925c450f28ad555df579a6fd5b61806aee0f10%2Fexport-data.png?alt=media" alt="Exporting data"><figcaption><p>Exporting data</p></figcaption></figure>
