Edit user

The single place where everything about one user lives - account summaries, personal details, status, entitlements, notes, and KYC.

The Edit user popup is the single place where everything about one user lives - account summaries, personal details, status controls, entitlements, notes, and KYC. Most user-level actions happen here.

How to get here: on the Users tab, open a row’s three-dot menu (or right-click) and choose Edit user. The popup opens over the grid, with the user’s email and status at the top.

The popup has three sub-tabs:

Overview

Edit user - Overview: the stats bar, personal details, self-certification, and entitlements.

A header bar of quick stats runs across the top - Total, Active, Failed, Inactive, and Order revenue, plus Role, Type (Pro / Non-Pro), Created, and Last login.

Stat	Meaning
Total	Every account this user has ever had.
Active	Accounts currently in good standing.
Failed	Accounts that hit a failure condition.
Inactive	Accounts an inactivity rule would mark dormant - dormant meaning no activity for an agreed number of consecutive days, where the firm and the Tickblaze team agree both the threshold and what counts as activity. Failed accounts are not counted here - Inactive is about disuse, not about breaching a rule. See the note below: no threshold is applied yet.
Order revenue	Total the user paid the firm - only for firms using their own payment provider.

The inactivity rule is a placeholder - no threshold is applied yet. No firm’s rule is configured, so nothing is currently marked Inactive by a rule. The intended behavior: a firm sets a number of consecutive days without a filled trade, and an account that passes it is marked Inactive. That is meant to become its own status, separate from Blocked, so inactive accounts can be filtered, counted and reported on rather than being mixed in with accounts someone deliberately blocked - and so the data can feed a future reporting dashboard. If your firm wants an inactivity threshold, agree it with the Tickblaze team.

Personal details (editable) - full name, phone, country, state, city, postcode, and address, plus a KYC verified toggle.

Entitlements - market-data entitlements per exchange. Each row shows the exchange (for example CBOT, CME, Nasdaq) and its authorization state - Authorized, Revoked, or Pending.

Self-certification and the per-exchange entitlement states - Authorized, Revoked, or Pending.

Self-certification - a Reset self-certification button re-prompts the user for Pro/Non-Pro on their next login.

Pro/Non-Pro is shared across all Tickblaze firms, so a wrong selection follows the user everywhere. Reset self-certification - performed by your firm or by the Tickblaze team - re-prompts them at next login so they can choose again. Contact Tickblaze to reverse any incorrect Pro charge.

A Pending changes panel on the right lists any edits you have made - review them there, then Save, Discard all, or Close.

Accounts & notes

Edit user - Accounts & Notes: the user's linked accounts and an internal notes panel.

Accounts - every account this user has, with the count in the header (for example “10 linked accounts”). Each row shows the account ID, challenge, drawdown type, balance, and a status badge - Active, Passed, Failed, Phase verification reqd, or Blocked. Use it to review a user’s footprint, find a specific account, or spot patterns such as many Failed accounts in a short window.

Notes - click Add note to record an internal note; each one stores who added it and when. Use it for compliance reviews, suspicious behavior, possible duplicates, and support history.

Keep operational context on the user record here - not in Slack or email - so the next operator sees the full history.

KYC

Edit user - KYC: the verification record and remarks.

KYC is optional and partner-driven - only active if your firm has a KYC partner integrated with Tickblaze.

• KYC verification - Resend KYC sends a new verification request email. The record table shows Provider, Status (for example Approved, Pending, or Rejected), Valid until (expiry), and a View link to the record on the partner’s side.
• KYC remarks - add context with Save remark; each remark stores who added it and when.

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Common actions

Edit personal details · disable the record · reset self-certification · add or read notes · trigger KYC · inspect entitlements · drill into a specific account.