> ## Documentation Index
> Fetch the complete documentation index at: https://tbignite.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# 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 (Know Your Customer - the identity checks a trader completes with your firm's verification provider.). Most user-level actions happen here.

> [!NOTE]
>
> **How to get here:** on the [Users](https://tbignite.mintlify.site/users.md) 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:

> [tab] Overview
>
> ![Edit user Overview tab](https://mintcdn.com/tbignite/OlHmB8MlUnxshCJj/images/users/edit-user-overview.png?fit=max\&auto=format\&n=OlHmB8MlUnxshCJj\&q=85\&s=87a422c8cabf80cddb24d470f3a37b57)
>
> 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 (A market-data classification each trader self-certifies. Both get real-time data - Pro (licensed or institutional) also pays exchange professional fees. Shared across all Tickblaze firms.)), **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. |
>
> > [!NOTE]
> >
> > **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** (Know Your Customer - identity verification handled by your firm's KYC provider (optional).) toggle.
>
> **Entitlements** - market-data entitlements (Per-user authorization to receive a specific exchange's market data (CBOT, CME, COMEX, NYMEX or Nasdaq), at level L1, L2, or both.) per exchange. Each row shows the exchange (for example CBOT, CME, Nasdaq) and its authorization state - **Authorized**, **Revoked**, or **Pending**.
>
> ![Self-certification and entitlements](https://mintcdn.com/tbignite/OlHmB8MlUnxshCJj/images/users/edit-user-self-cert.png?fit=max\&auto=format\&n=OlHmB8MlUnxshCJj\&q=85\&s=0e274702050d340bf3f2ef98c9660a72)
>
> 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 (A market-data classification each trader self-certifies. Both get real-time data - Pro (licensed or institutional) also pays exchange professional fees. Shared across all Tickblaze firms.) on their next login.
>
> > [!WARNING]
> >
> > 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.
>
> > [!NOTE]
> >
> > A **Pending changes** panel on the right lists any edits you have made - review them there, then **Save**, **Discard all**, or **Close**.

> [tab] Accounts & notes
>
> ![Edit user Accounts and Notes tab](https://mintcdn.com/tbignite/OlHmB8MlUnxshCJj/images/users/edit-user-accounts-notes.png?fit=max\&auto=format\&n=OlHmB8MlUnxshCJj\&q=85\&s=37f15f91c686f145f63906a107202c33)
>
> 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 (The evaluation program an account is created under - its starting balance, profit target, and risk rules.), drawdown type (Which maximum-loss rule the account uses: a fixed limit, or a trailing limit that moves up as the account makes new highs.), balance, and a status badge - **Active**, **Passed**, **Failed**, **Phase verification reqd ('reqd' is short for 'required' - the account has met its target and is waiting on verification before it advances.)**, 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.
>
> > [!TIP]
> >
> > Keep operational context on the user record here - not in Slack or email - so the next operator sees the full history.

> [tab] KYC
>
> ![Edit user KYC tab](https://mintcdn.com/tbignite/OlHmB8MlUnxshCJj/images/users/edit-user-kyc.png?fit=max\&auto=format\&n=OlHmB8MlUnxshCJj\&q=85\&s=f5bc93260f41326abb14dd5c608cb474)
>
> 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.

## Common actions

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


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