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NewUX Broker Admin
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  • Settings and Control
    • Control panel
    • Customer settings
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    • Workstations
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      • Mapping list
      • Risk type list
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  1. Settings and Control
  2. Customer settings

Blocked customers

TradeSocio NewUX - Broker Admin manual

PreviousRegistration settingsNextTrading settings

Last updated 4 years ago

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The blocked customers report contains a list of all users that were previously blocked on the platform.

The report has a following functionality to manage the users:

  • View CRM - view CRM page of the user

  • Add Comment - add a new comment to the Comments module on the CRM page

  • Unclock User - unblock the user. Once the user is unblocked, his entry will be moved to Customers - Leads/Clients report

Admin user can block another user from Customers report, by choosing Block function in the action drop down menu.