> ## 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.

# 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.

> [!NOTE]
>
> **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.

![Users tab grid](https://mintcdn.com/tbignite/OlHmB8MlUnxshCJj/images/users/users-grid-export-csv.png?fit=max\&auto=format\&n=OlHmB8MlUnxshCJj\&q=85\&s=f76e490fb69eee6ec2d3f26898bd8781)

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

## 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.

## Key definitions

### 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](https://tbignite.mintlify.site/status-definitions.md#trading-capability) allows it - the same list, maintained there so the two pages cannot drift.

### 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 (Retail / personal use. L1 (top-of-book) data is included at no professional fee; L2 can be purchased separately.) is the retail classification (personal use, no financial license). Pro (Licensed or institutional users. Requires both L1 and L2 and pays professional fees; the firm sets the customer price.) is for licensed or institutional users, who pay professional fees for L1 + L2 data.

> [!WARNING]
>
> **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](https://tbignite.mintlify.site/edit-user.md) popup. See the [Glossary](https://tbignite.mintlify.site/glossary.md).

### 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.

## Search

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

## Export users

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

## Row actions

![User row right-click menu](https://mintcdn.com/tbignite/OlHmB8MlUnxshCJj/images/users/users-right-click-menu.png?fit=max\&auto=format\&n=OlHmB8MlUnxshCJj\&q=85\&s=1662acd75b1c88d7efc24e7e6b74499e)

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:

> [card] [Edit user](https://tbignite.mintlify.site/edit-user.md)
>
> Open the full user record.

> [card] Disable user
>
> Sets the user's Status to Disabled **and blocks their trading accounts** for your firm.

> [card] 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.

> [!WARNING]
>
> **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](https://tbignite.mintlify.site/accounts.md) and choosing **Enable / unblock account**.

> [!WARNING]
>
> **Disable** does **not** stop billing on its own: billing follows the user's [market-data entitlement](https://tbignite.mintlify.site/billing.md), not their Enabled/Disabled status, so a disabled user who still holds an entitlement (Permission for one user to receive a particular exchange's market data.) keeps billing until the entitlement is revoked.

## 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.

> [!NOTE]
>
> Column settings are **per operator**. Customizing your view affects only you; Reset columns restores your own default, not anyone else's.

## 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.


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