Quick Start Guide

Registration and Log in

To get access to B2BinPay functions you must register into the system and get basic KYC verification (verify your email and mobile phone number).

You can find a step-by-step description of the registration and verification processes in How to Register in B2BinPay.

Operating & Security

User access to the system is based on roles. The first user account registered in the system is automatically assigned the Owner role. The owner invites other members of the team to the system to manage their access rights. The owner also receives API keys to email after registration.

User Roles

Action

Owner

Admin

Withdrawals with approval

Read only

View all

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Create a new deposit/payout

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Create a new exchange

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API access

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Managing users

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You can grant access to your wallet to several people. These may be the members of your team or company employees.

Access to the wallet is granted in accordance with the roles of users (ref. to User Roles for details). The Owner and Admin roles are added to the new wallet automatically when created. The first registered user has the Owner and Admin roles. Owner of the wallet cannot be changed. Admin role has an API access. API credentials are sent to the owner’s email after registration in B2BinPay. For more details on configuring access to API ref. to How to Manage API Access.

To get information on how to grant access to a new user, ref. to How to Grant Access to Your Wallet.

We, as part of B2BinPAY, provide KYC and AML built-in security and notification systems. However, it is your responsibility to take steps to protect your accounts.

We recommend the use of two-factor authentication. This means that login process will additionally require a unique one-time 2FA verification code. To view options and enable 2FA, ref. to How to Enable 2FA.

To get more information on how to keep your account safe, ref. to How to Protect Your Account.

Signing in

To get access to B2BinPay functions you must register in the system and get basic KYC verification (verify your email and mobile phone number).

You can find a step-by-step description of the registration and verification processes in How to Register in B2BinPay.

To sign in to your account enter your user name and password. If you have enabled 2FA, enter the code sent to your email, or scan the QR code or enter the secret key from your Google Authenticator app.

Note

We strongly recommend the use of 2FA, since it adds an additional layer of security to your account.

There are two confirmation methods for receiving 2FA verification codes available — email and Google Authenticator.

We recommend using Google Authenticator method as it is more reliable and it will be more difficult for attackers to gain access to your device than to your email. However, remember that if you lose your device or forget the secret code, you can restore access to your account only through the account manager and you’ll need to provide all the necessary documents to verify your identity.

To find out more information about enabling 2FA, ref. to How to Enable 2FA.

General Options

When logged in, you’ll get access to the following interface options:

  • Language settings — we support several languages for the interface of B2BinPay system. Click the language menu in the upper right corner of your screen and select the language

  • Main menu — provides an access to the pages of B2BinPay system

  • Export button — available in the upper right corner of your screen on Wallets (for Enterprise users and Merchant users), Transfers (for Enterprise users and Merchant users), Deposits (for Enterprise users only), Invoices (for Merchant users only) and Payouts (for Enterprise users and Merchant users) pages: click the button to export page content to a CSV or XLSX file

You can sort fields by their number or in alphabetical order. To do this, click the arrow near the field.

In the upper right corner of your screen you can find a drop-down menu. Navigate to the drop-down menu to view the following options and settings:

  • Notifications. On this page you’ll see personal and system announcements and update notifications

  • Custom tokens. Available for Enterprise users only. On this page you can see a list of custom tokens (for more details about creating custom tokens ref. to How to Create a Custom Token):

    • Alpha — alpha-code assigned to the custom token

    • Wallet — a wallet from which a monthly payment will be debited (can be changed after the token is created)

    • ISO — numeric code for the token

    • Status — can be active (the payment will be debited automatically) or inactive (the token will not be processed)

  • API Access. On this page you can manage API access to your wallets and transactions. For more details about managing API access ref. to How to Manage API Access

  • Logins and Sessions. On this page a history of users logins to the system is stored. Here you can view a user’s email and the exact time and location of the login, as well as some information about the user’s device. You can also see the status of the login result:

    • OK — success

    • Failed — login attempt failed: invalid credentials

    • Blocked — login attempt failed: user profile is blocked or IP address is not in the white list

  • Access List. On this page you can view a list of users who have access to wallets and their roles. By clicking the user in the list you can view the user’s details, such as wallets the user has access to, the user’s role and log of the user’s actions. For more details ref. to How to Restrict Access to Your Wallet

  • Sync theme with OS settings. The light/dark theme will synchronize automatically to the theme settings of your operating system

  • Dark theme. Activate the switch to enable the dark theme. Note, the dark theme is unavailable when sync theme is enabled

  • Settings. On this page you can manage the security settings of your user profile:

  • Logout. Click this button to log out from the system.

Customizing Your Profile

When logged in, you can customize your profile according to your preferences.

You can select the interface language by clicking Language settings. B2BinPay supports several languages so there will be no problem choosing the most convenient one.

You can also customize the appearance of the interface by selecting the dark theme or synchronizing the theme with your OS.

To configure the appearance of your profile, navigate to Control panel, then select the desired option:

  • Check Sync theme with OS settings — the light/dark theme will synchronize automatically to the theme settings of your operating system

  • Activate Dark theme switch to enable the dark theme. Note that the dark theme is unavailable when the sync theme is enabled.

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If You are the Owner

Creating a Wallet

To start using your B2BinPay, you have to create at least one wallet. For more details on wallet creation ref. to How to Create a Wallet.

Note that immediately after the wallet has been created it has the In progress status which will be changed to Active (usually within a couple of minutes).

Once your first wallet is active, you can create an unlimited number of wallets in any currencies.

Do not forget to manage access rights and security options for every wallet. For the detailed information about the security of your wallets ref. to Managing Security and Managing Access.

If you are an Enterprise user:

  • Your first created wallet must be a coin wallet.

  • You can create a custom token and then create a custom token wallet. For more information about creating a custom token ref. to How to Create a Custom Token.

  • If you want to create a wallet in tokens, you have to link it to a parent wallet in coins.

  • To activate a wallet with ETH, XRP, XLM, BNB or BNB-BSC currencies, you have to make a deposit to your wallet. The deposit address is available in the Wallet address field in wallet settings. The deposited amount will be blocked and your wallet will be assigned with Active status. The amount being deposited depends on the chosen currency and can be changed.

Managing Security

Important

We strongly recommend that you manage access to your wallet and configuring API access immediately after your wallet is created and before you deposit funds to your wallet.

To protect your account, make sure to set the notification addresses for each wallet and white list of IP addresses. For more details about white list of IP addresses ref. to How to Restrict Access by IP.

To find out more methods of protecting your account, ref. to How to Protect Your Account.

Managing Access

You can grant or restrict access to your wallets to several people, for example, to the members of your team or company employees.

For more details about granting access ref. to How to Grant Access to Your Wallet. For more details about restricting access ref. to How to Restrict Access to Your Wallet.

All users are assigned with a certain roles, which are described in User Roles.

You can manage access rights for a selected wallet in the Access rights section. It is possible to set up user rights here while creating the wallet or after it has been created. Note that a user, added to the wallet from the Access rights section, is assigned with the Read only role by default.

To see the list of all your wallets and users, who have access to them, manage rights for the users, view users’ logs or even delete a user, navigate to the Access list section.

Important

Be very careful while granting access to your wallets and make sure the person you are granting access to is reliable.

Also be aware that restricting access to a wallet is a safe but not the ultimate way to protect your account. That’s why we strongly recommend following all the instructions from the Managing Security and Managing Access chapters. Also, carefully read our How-to Articles and make sure that all users, who have access to your wallets with any role assigned, have strong passwords and 2FA enabled.

Integrating B2BinPay

API credentials are sent to your email after registration in B2BinPay. Give the credentials to your responsible developer for setting up integration. Note that the developer must be assigned with the Admin role.

Note

We recommend using our sandbox for API integration. It is safe and convenient, and you don’t have to pay blockchain fees for your test payments. After API is set up on the sandbox, you can start the integration on the production server. You can find our sandbox URL in the Base URL section of our API Guide guide.

After integration is set up, you must regenerate API access key to ensure the security of your account:

  1. Navigate to Control panel > API access.

  2. Enter your password in the Password field.

  3. Click Regenerate — new API credentials will be sent to your email and old credentials will no longer be valid.