Users
Managing Users
User administration
Managing Users
The Users page provides tools for managing your trader base at the person level, rather than the account level.
User List
The user list displays:
- User ID
- Name and email
- Registration date
- Number of accounts
- KYC status
- Total spent
- Last activity
Searching Users
Find users by:
- Email address
- Name
- User ID
- Phone number
- Account login (finds the user who owns that account)
User Profile
Click into a user to see:
Overview Tab
- Personal information
- Registration details
- KYC status
- Account summary
Accounts Tab
- All accounts owned by this user
- Quick links to account views
- Account statuses
Orders Tab
- Purchase history
- Payment methods used
- Refunds and chargebacks
Tickets Tab
- Support ticket history
- Open vs closed tickets
- Response times
Activity Tab
- Login history
- Platform activity
- Email engagement
User Actions
Actions you can perform:
- Edit user details
- Update email address
- Reset password
- View/update KYC
- Merge duplicate users
- Ban/unban user
- Send direct message