Advanced
Admin Controls Reference
What fields, buttons, filters, and page actions do across the admin dashboard
This reference explains the visible fields, table columns, filters, and action buttons in the current admin dashboard. It is organised by admin page.
Admin Controls Reference is a field guide for the admin dashboard. Use it when a user needs to understand what a visible table column, filter, button, or page action means before changing data.
Most list pages use the same table toolbar:
| Control | What it does |
|---|
| Refresh | Reloads the table data from the server. Use after another admin changes data or after a background job completes. |
| Show/Hide search | Opens or hides the table search box. Use it for text lookup within the current table. |
| Show/Hide filters | Opens or hides column filters. Use it for exact column filtering such as status, email, account type, or date. |
| Show/Hide columns | Chooses which columns are visible in the table. This does not change the underlying data. |
| Toggle density | Switches table row spacing between compact and comfortable views. |
| Toggle full screen | Expands the table to fill the page. |
| Move | Drag handle for reordering table columns. |
| Column Actions | Per-column menu for sorting, hiding, pinning, or filtering that column. |
| Rows per page | Controls how many records display per page. |
| Go to first/previous/next/last page | Pagination controls. |
| Export page as CSV | Downloads only the currently loaded table page. |
| Export all as CSV | Downloads all rows matching the current table query/filter. |
| Field or action | What it is for |
|---|
| Total Users | Shows total, active, and inactive users. |
| Total Accounts | Shows total, active, and inactive accounts. |
| Total Support Tickets | Shows open and closed support volume. |
| Upcoming Economic News | Lists high-impact market events when available. |
| World clocks | Shows current time for New York, London, Tokyo, and Sydney. |
| Pending Tasks links | Opens filtered task queues for Withdrawals, Reviews, Awaiting Live, or KYC Pending. |
| Changelog | Shows recent platform release notes. |
| Field or action | What it is for |
|---|
| AI Resolution Statistics | Opens the billing/reporting panel for tickets resolved by AI. |
| This Month / Last Month | Changes the AI resolution reporting period. |
| Export CSV | Downloads the AI resolution report. |
| Show Archived | Includes archived tickets in the ticket table. |
| Ticket ID | Unique support ticket identifier. |
| User / Login | Trader identity and linked trading login. |
| Subject | Ticket topic. |
| Status | Current ticket state. |
| Open Time | Time since ticket was opened. |
| Messages | Message count inside the ticket. |
| Assignee | Admin or team member responsible. |
| Client | Tenant/client context. |
| Ticket System Manager | Opens support configuration for chat colours, AI support, and auto-archive rules. |
| Field or action | What it is for |
|---|
| Review Pending | Accounts awaiting review approval after passing a phase. |
| Activation Fees | Accounts waiting on fee confirmation. |
| Withdrawals | Withdrawal requests requiring processing. |
| KYC Pending | Identity checks awaiting review. |
| Contract Sent | Sent contracts that need tracking. |
| Awaiting Live | Accounts ready for live provisioning. |
| Login | Trading account login. |
| Name / Email | Trader identity. |
| Initial Balance | Starting account size. |
| Account Type | Plan/account type. |
| Phase / Next Phase | Current and target progression phase. |
| Pass Date | Date the account passed the relevant phase. |
| Field or action | What it is for |
|---|
| Start Date / End Date | Limits analytics to a custom date range. |
| 7D, 30D, MTD, 3M, 6M, YTD, ALL | Quick date presets. |
| Currency | Chooses reporting currency. |
| Export Data | Downloads statistics data for offline analysis. |
| Overview & Accounts | Account totals, active accounts, growth, and pass/fail overview. |
| Sales & Monthly | Daily/monthly sales, comparison, and plan sales. |
| Trading Phases | Phase pass/fail, breach reasons, and phase performance. |
| Withdrawals | Forecasts, top payout users, and geography. |
| Customer Funnel | Lifecycle and plan funnel analysis. |
| Profit | Broker split and profit export view. |
| Retention | Repurchase, LTV, and dormant-trader metrics. |
| Add-ons | Add-on popularity, revenue, and adoption. |
| Phase 1/2/3 tabs | Switch phase-specific pass/fail analysis. |
| Field or action | What it is for |
|---|
| Create Account | Opens manual account creation. |
| Bulk Import CSV | Starts CSV account import from the create-account screen. |
| Send bulk email to filtered accounts | Sends email to accounts matching the current filter. Use carefully. |
| CFD / Futures | Filters accounts by platform family. |
| Live | Whether the account is live/funded. |
| Name / Email / Login | Trader and account identity. |
| Order Number | Linked purchase/order reference. |
| Status | Account lifecycle state. |
| Profit Consistency | Shows whether profit consistency applies/passes. |
| Initial Balance / Balance / Equity | Starting capital, current balance, and equity. |
| Phase / Account Type | Challenge phase and plan type. |
| Broker / Platform / Currency | Execution venue and currency. |
| Start Date / End Date | Account lifecycle dates. |
| Create Account fields | Account Type selects the plan, Platform selects the server, Live Account marks funded/live status, Phase sets starting phase, Email and Full Name identify the trader. |
| Field or action | What it is for |
|---|
| Filter From Day | Limits detection results to a start date. |
| Clear Date Filter | Removes the date filter. |
| Copy Trading | Shows accounts with similar same-direction trades. |
| News | Shows news-rule detections. |
| Weekend Trading | Shows weekend/flat-Friday violations. |
| No Stop Loss | Shows accounts trading without protective stops. |
| Hedging | Shows opposite-position patterns. |
| Duplicate IPs | Shows shared IP detections. |
| IP / Detected / Associated Emails | Duplicate-IP evidence columns. |
| Field or action | What it is for |
|---|
| Search Accounts by login or email | Selects accounts to compare. |
| Add Account | Adds another account panel to the comparison. |
| Copy Trade | Highlights same-direction matching trades. |
| Hedge Trade | Highlights opposite trades. |
| Show Highlighted Only | Hides unhighlighted trades. |
| Match Settings | Opens matching thresholds. |
| Time Window | Maximum trade-time difference for a match. |
| Normalize Symbols | Strips broker suffixes before symbol comparison. |
| Volume Tolerance | Allows small lot-size differences. |
| Open Price Tolerance | Allows small entry-price differences. |
| SL/TP Tolerance | Allows small stop-loss/take-profit differences. |
| Match Number | Links corresponding trades across accounts. |
| Field or action | What it is for |
|---|
| Name / Email / Country | User identity and location. |
| KYC / Contract | Verification and contract status. |
| Last Accessed | Last client-dashboard activity. |
| Exclusive Member | Whether the user has exclusive membership status. |
| Export controls | Download user lists for reporting. |
| User links | Open the full user profile. |
| Field or action | What it is for |
|---|
| Bulk Add Operations | Opens a dialog to paste many emails and a shared reason. |
| Bulk Remove Operations | Opens a dialog to remove many emails from blacklist. |
| Remove from Blacklist | Removes one listed email. |
| Email | Blacklisted address. |
| Reason | Why the address was blocked. |
| Date Added | When the blacklist entry was created. |
| Paste email list here | Bulk input, one or many emails. |
| Reason | Required explanation for bulk blacklisting. |
| Field or action | What it is for |
|---|
| Actions | Approve/reject or inspect request actions when available. |
| Status | Current request state. |
| Tenant | Tenant receiving the request. |
| Requested By | Admin or user who submitted it. |
| Recipient / Email | Giveaway account recipient. |
| Account Type / Balance / Platform / Live | Requested account configuration. |
| Submitted At | Request timestamp. |
| Field or action | What it is for |
|---|
| Order Number | Store order identifier. |
| Customer Name / Email | Purchaser. |
| Account Type / Balance / Price | Purchased product details. |
| Date | Purchase timestamp. |
| Status | Payment/order state. |
| Coupon | Coupon applied to the order. |
| Account/User links | Jump to the linked account or user. |
| Field or action | What it is for |
|---|
| View Withdrawal | Opens read-only withdrawal details. |
| Edit Status | Opens status override dialog. This changes only status, not broker payouts or notifications already sent. |
| Date / Updated Date | Created and last-updated timestamps. |
| Login / Order Number / Email | Account and trader identity. |
| After Profit Split / Amount | Amount after split and requested payout amount. |
| Status | Pending, approved, rejected, or paid state. |
| Account Type / Account Size | Linked funded account details. |
| Total Withdrawals / Total Sales | Trader/account financial context. |
| Method / Network / Wallet | Payout destination details. |
| Profit Split / Currency | Split percentage and currency. |
| Status selector | Manual status override value. |
| Field or action | What it is for |
|---|
| Plans | Standard plan list. |
| Optimization Review | AI optimisation results for plans. |
| Show Archived Plans | Includes archived plans. |
| Archive | Archives a plan. |
| Key / Name / Phases | Plan identifier, display name, and number of phases. |
| Create/Edit Plan wizard | Eight-step editor: Plan, Financial, Phases, Rules, Risk, Advanced, Groups, Products. |
| Plan Name / Leverage | Basic plan label and leverage. |
| Instant Plan / Test Plan / HFT / EA Enabled / Competition | Plan feature toggles. |
| Field or action | What it is for |
|---|
| Create Product | Opens product creation. |
| Parent ID | Groups product variations. |
| Enabled | Whether product can be sold/displayed. |
| Variation ID | Store variation identifier. |
| Account Type / Category | Product challenge type and grouping. |
| Balance / Price | Account size and price. |
| Platform / Broker / Currency | Account creation target and currency. |
| Swap Free / Is Activation Fee | Product flags. |
| Tenants | Tenant restriction. |
| Grouped by Parent ID | Groups related variations into expandable parent rows. |
| Field or action | What it is for |
|---|
| Create Marketplace Product | Adds a marketplace add-on/action product. |
| Name / Description | Admin and customer-facing product text. |
| Type | Marketplace product behaviour, such as reset or top-up. |
| WooCommerce Product ID | Store product mapping. |
| Applicable Plans / Account Size | Restricts where the product can be used. |
| Price | Marketplace product price. |
| Show On Dashboard If Applicable | Displays product to eligible traders. |
| Enabled / Toggle Status | Controls availability. |
| Delete | Deletes a marketplace product. |
| Field or action | What it is for |
|---|
| Create FAQ | Opens FAQ creation. |
| Question | FAQ prompt. |
| Answer | Rich-text answer content. |
| Category | Groups FAQs for display. |
| Display Order | Sort order. |
| Tags | Search/classification labels. |
| Active | Whether the FAQ is live. |
| Field or action | What it is for |
|---|
| Create Addon | Opens add-on creation. |
| Name / Description | Add-on identity and explanation. |
| Type | Add-on pricing/behaviour type. |
| Tax Status | Taxable/non-taxable setting. |
| Amount | Add-on price or value. |
| Display Order | Sort position. |
| Addon Types | Supported add-on behaviour. |
| Product IDs | Product restrictions. |
| Enabled | Whether the add-on is available. |
| Delete | Deletes an add-on. |
| Field or action | What it is for |
|---|
| Bulk Update | Updates selected coupons in bulk. |
| Affiliate coupons only | Filters to affiliate-created/affiliate-linked coupons. |
| Coupon Code | Discount code. |
| Discount % | Percentage discount. |
| Affiliate ID | Affiliate link, if any. |
| Email Restriction | Limits redemption to a specific email. |
| Tenant | Tenant scope. |
| Usage Limit / Times Used | Redemption cap and usage count. |
| Expiry Date | Expiration. |
| Applicable Addons | Add-on restrictions. |
| Status / Created | Availability and creation date. |
| Field or action | What it is for |
|---|
| Create Marketing Flow | Starts an email marketing flow. |
| Name / Description | Flow identity and purpose. |
| Target Segments | Purchase behaviour, performance, and engagement filters. |
| Active | Enables or disables the flow. |
| Add Email | Adds an email step to the flow. |
| Save | Saves the flow. |
| Actions / Active / Created By / Created At | Flow table controls and audit columns. |
| Field or action | What it is for |
|---|
| Title | Notification heading. |
| Message | Notification body. |
| Icon URL / Badge URL | Notification image assets. |
| Link URL | Destination opened when trader clicks. |
| Custom Data JSON | Extra payload sent to the client. |
| Require interaction | Keeps notification visible until user interaction. |
| Renotify existing tag | Re-alerts users when replacing a notification with the same tag. |
| Notification Tag | Groups/replaces related notifications. |
| All / Selected subscribers | Target audience. |
| Send Notification | Sends the notification. |
| Push Subscriptions table | Shows subscribed users/devices. |
| Notification History table | Shows sent notification results. |
| Field or action | What it is for |
|---|
| Create Push Notification Flow | Starts an automated push flow. |
| Name / Description | Flow identity. |
| Flow is active | Enables the flow. |
| Re-entry cooldown days | Minimum days before a user can enter again. |
| Target Segments | Purchase, performance, and engagement filters. |
| Add | Adds notification steps. |
| Create Flow | Saves the new flow. |
| Field or action | What it is for |
|---|
| Truncate body | Limits notification body length. |
| Email type toggles | Controls which email events trigger push notifications. |
| Icon fields | Optional icon URL per email type/group. |
| Account & Authentication | Registration, login, and password email events. |
| Trading & Performance | Account completion, drawdown, review, and pass/fail events. |
| Risk Management | Risk warning and breach events. |
| KYC & Verification | KYC pending/failed events. |
| Withdrawals & Payments | Withdrawal request/approval/rejection events. |
| Account Management | Activation fee, reset account, second chance, inactivity events. |
| Competitions | Competition signup/winner events. |
| Save Settings | Saves email-to-push sync settings. |
| Field or action | What it is for |
|---|
| Overview | Segment performance summary. |
| Users | Browse users by segment. |
| Management | Configure segmentation rules. |
| Last Calculated | Last segmentation job run. |
| Total Users | Number included in segmentation. |
| Engagement / Performance / Purchase Behaviour | Segment distribution charts. |
| Field or action | What it is for |
|---|
| Select Month | Billing period. |
| Free Tier Usage | Email sends included without charge. |
| Total Emails Sent | Monthly marketing email count. |
| Price per 1,000 | Overage pricing. |
| Total Due | Amount due for the selected period. |
| Usage Breakdown | Free vs billable email totals. |
| Field or action | What it is for |
|---|
| Create Competition | Opens competition setup. |
| Competition Name | Public/admin competition name. |
| Plan | Plan used for competition accounts. |
| Max Entries | Participant cap. |
| Competition Type | Free or paid style. |
| Allow Late Entry | Allows entry after start. |
| Start Date / End Date | Competition window. |
| Name / Status / Participants / Prizes / Type | List columns for existing competitions. |
| Field or action | What it is for |
|---|
| Rank | Current placement. |
| Login / Name / Email | Trader identity. |
| Account Type | Competition account type. |
| Balance / Equity | Current account values. |
| Growth % | Performance ranking metric. |
| Currency / Initial Balance | Account currency and starting size. |
| Field or action | What it is for |
|---|
| Total Coins in Circulation | Outstanding coin supply. |
| Total Earned / Spent / Expired | Coin economy totals. |
| Active Traders | Traders engaged with rewards. |
| Engagement Rate | Reward usage rate. |
| Tasks | Discrete coin-earning actions. |
| Quests | Multi-step reward journeys. |
| Submissions | Proof requiring review. |
| Milestones | Threshold achievements. |
| Campaigns | Time-boxed reward events. |
| Reward Store | Items redeemable with coins. |
| Redemptions | Purchase/fulfilment records. |
| Coin Management search | Finds a trader to inspect or adjust coin balance. |
| Gamification Settings | Global coin name, icon, earn-rate, and social caps. |
| Field or action | What it is for |
|---|
| Start Date / End Date | Affiliate reporting window. |
| Clear Filters | Resets date filters. |
| Total Clicks / Conversions / Commission / Conversion Rate | Affiliate KPI totals. |
| Active Affiliates | Count of active affiliates. |
| Search by Click ID | Finds an affiliate conversion by click ID. |
| Create Affiliate | Manually creates an affiliate. |
| Status filter | Filters commissions by state. |
| Campaign Create | Starts affiliate campaign creation. |
| Payout bulk select | Selects affiliate payouts for approval/processing. |
| Affiliate Settings | Registration, commission, coupons, MLM, payout, methods, and integration settings. |
| Download Plugin / View Documentation / Copy Script | Integration assets for tracking. |
| Field or action | What it is for |
|---|
| Active Modules | Number of available modules. |
| Total Completions | Module completion total. |
| Achievements Earned | Number of achievements unlocked. |
| Module list fields | Title, description, order, status, and created date. |
| Achievements fields | Title, description, module, reward type, and status. |
| User Progress fields | User, module, lesson, progress, status, started, last accessed, completed. |
| Field or action | What it is for |
|---|
| Trading Rules | Risk and phase advancement rule configuration. |
| Terms & Conditions | Versioned legal content editor. |
| Email Settings | Templates, subjects, BCC, and SMTP. |
| Billing | Usage billing for email, accounts, and AI support. |
| Certificates | Pass/withdrawal certificate configuration. |
| Core Settings | Drawdown, withdrawals, lifecycle, payouts, contracts, auto payout, Discord community. |
| User & Role Management | Admin users and roles. |
| Client Dashboard | Client dashboard config per tenant. |
| Widgets | Social proof, withdrawal feed, pricing table, and live chat widgets. |
| Integrations | Webhooks, Zapier keys, Discord bots. |
| Checkout & PSP Setup | Checkout system, providers, WooCommerce, Fanbasis, Confirmo, Xoala. |
| Rewards | Gamification settings. |
| Developer Tools | CSV import, onboarding, tenants, modules, test data, server flags. |
| Tracking & Conversions | Server-side conversion API configuration. |
| Infrastructure | Service topology and deployment controls. |
| Page | Important fields and buttons |
|---|
| Trading Rules | Copy Trading, Hedging, News, Time Stopped, HFT Detection; Save Changes persists rule settings. |
| Terms & Conditions | rich text toolbar edits version content; Save Version saves the selected terms version. |
| Email Settings | Template, Country, Email Address; Test sends a test email. |
| Billing | Select Month and Export CSV. |
| Certificates | Create New Tenant Config, Edit Configuration. |
| User & Role Management | Create User, Role, Tenant Access, Delete Admin User. |
| Client Dashboard Manager | Create New Config and Edit Configuration. |
| Widget Manager | Create New/Create First Config for each widget family. |
| Webhooks | Name, Endpoint URL, Status, Events; Create saves a webhook endpoint. |
| Checkout & PSP | Checkout System, provider rows, WooCommerce config, Fanbasis, Confirmo, Xoala, Generate, Save Changes. |
| Developer Tools | Scope, enforcement flags, revocation date, gateway/webhook blocks, Save. |
| CSV Import | Upload CSV, Entity Type, Field Mapping, Value Mapping, Preview & Import, Executing, Results. |
| Onboarding | SMTP Details, Client Dashboard Design, Email Design, Modules, Server Settings, Admin Users, Plans, Products. |
| Tenant Management | Add Tenant creates a tenant identifier. |
| System Modules | Module toggles such as AI Mentor, Auto Contract, Auto KYC, Competitions, Affiliates, Marketing, Checkout, Education, Marketplace. |
| Test Data Generator | Generate Test Data creates staging/demo users, accounts, orders, withdrawals, and risk data. |
| Tracking & Conversions | Create New Tenant Config selects a tenant before tracking setup. |
| Infrastructure | Restart All Deployments restarts runtime services; use only during planned operations. |
| Field or action | What it is for |
|---|
| Platform Settings | List and create platform connections. |
| Platform ID / Broker Name / Platform Type | Platform identity and integration type. |
| Status | Enabled/disabled state. |
| Demo Server / Live Server | Broker server URLs. |
| Demo Login / Live Login | Platform login credentials/references. |
| UTC Offset / Bin Group | Timezone and grouping metadata. |
| Platform Groups | Account routing rules. |
| Group / Server / Account Type / Phase / Size / Currency / Priority | Determines which platform group an account should use. |
| Swap Free / Double | Routing flags. |
| Broker Migration | Source platform, target platform, optional limit, dry-run, and whether to interact with old broker. |
| Account Sync | Platform selector, live environment toggle, Fetch Active Broker Accounts. |
| Sports Betting | Sports betting platform configuration, shown after a sports platform exists. |
| Field or action | What it is for |
|---|
| Admin Logs | Shows admin activity messages. |
| Server Logs | Shows server job/activity messages; Reset Daily Trackers and Restart Server are operational controls. |
| User Logs | Shows user/account lifecycle activity. |
| Job Logs | Shows async jobs with type, key, status, attempts, max attempts, last error, created, updated, and completed timestamps. |
| Refresh | Reloads logs. |
| Rows per page / pagination | Controls log browsing. |
