Users

The main directory of every user in your firm - search, review, and manage customer and internal user records.

The Users tab is the main directory of every user in your firm - the first place support, risk, compliance, and operations staff go to search, review, and manage records.

Where it lives: Sidebar → Tickblaze Manager → Users. A similar Users tab exists under User Configuration - use it to browse and add users, export the list, and reach per-user actions such as Block user - but day-to-day operational changes happen here.

The Users tab - searchable, filterable columns, with Export CSV at the top right.

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What the grid shows

Right-click any column header to add or remove columns. The default columns:

Column	Meaning
Creation date	When the user record was created.
User	The user’s email - the primary identifier.
Related emails	Another email for the same person that the Tickblaze team has merged into this profile.
Status	Enabled or Disabled.
First / Last name	The user’s name.
Type of user	Pro or Non-Pro.
Trading status	Whether the user can trade right now - separate from Status.
Market data entitlements	Which exchanges the user is entitled to (for example CME or Nasdaq).

A counter at the bottom of the grid shows how many users are loaded.

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Key definitions

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Status vs Trading status

• Status - the user-record state: Enabled (active) or Disabled (deactivated; the user cannot operate).
• Trading status - whether the user can place trades right now. A user can be Enabled but still unable to trade.

Trading status is a roll-up, not a field anyone sets. It is Yes only when every one of the signals on Status definitions allows it - the same list, maintained there so the two pages cannot drift.

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Type of user (Pro / Non-Pro)

A market-data classification the trader chooses by self-certification at first login. Both classes receive real-time data - the difference is professional fees. Non-Pro is the retail classification (personal use, no financial license). Pro is for licensed or institutional users, who pay professional fees for L1 + L2 data.

Cross-firm rule: Pro/Non-Pro propagates across all Tickblaze partner firms. If a user is Pro on one firm, they are Pro on every firm, and cannot revert without a Reset self-certification on the Edit user popup. See the Glossary.

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Related emails and merged profiles

The Related emails column shows when a user has another email that belongs to the same person - for example a second sign-up with a similar address - that has been merged into this profile.

• Who merges profiles - only the Tickblaze team. Operators can’t merge users themselves.
• Need two profiles merged? If you find the same person under two emails (or a similar duplicate) that should be a single customer, reach out to the Tickblaze team to have them merged.
• Why it matters - merging keeps one person as one customer for billing and entitlements.

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Search

Search at the top of the grid to find a user by user ID, username, or email.

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Export users

Click Export CSV at the top right of the Users tab to download the current user list as a CSV file.

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Row actions

Right-click a user row (or use the three-dot menu) for Edit user, Disable user, and Reset password.

Open a row’s three-dot menu, or right-click the row, for the same three actions:

Edit user

Open the full user record.

Disable user

Sets the user’s Status to Disabled and blocks their trading accounts for your firm.

Reset password

Resets the user’s password from here. The trader is not emailed when your firm does it this way - tell them yourself. If the trader instead resets their own password on the Tickblaze website, they do get an email.

Disable and re-enable are not symmetrical. Disabling a user also blocks their trading accounts. Re-enabling the user restores their profile only - it does not unblock those accounts. If a user comes back and still cannot trade, that is why: their accounts are still blocked, and each one has to be cleared by right-clicking it on Accounts and choosing Enable / unblock account.

Disable does not stop billing on its own: billing follows the user’s market-data entitlement, not their Enabled/Disabled status, so a disabled user who still holds an entitlement keeps billing until the entitlement is revoked.

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Column controls

Right-click any column header - in any grid across Tickblaze Manager - for Sort ascending / descending, Pin column, Autosize this / all columns, Choose columns, and Reset columns. You can also drag columns to reorder them.

Column settings are per operator. Customizing your view affects only you; Reset columns restores your own default, not anyone else’s.

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Operational notes

• Internal staff records can also appear here - open Edit user and check the Role field on the Overview tab to tell them apart from customers.
• This is often the first stop for support or risk when starting a review.