# Clients

### Overview

Clients is a report of the users with live investment accounts associated with them.&#x20;

As soon as user opens a live account, his entry is automatically moved from leads to clients report.

![](https://355209626-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MAyzOiBTtSdMuNp2Qsw%2F-MB_Uis0CkK903iUsEy1%2F-MB_WdlysWicAhgC44c5%2Fimage.png?alt=media\&token=8750693f-193d-45c9-902d-96d04b4ebc4c)

The report consists of navigational toolbar and the table of contents.

Navigational toolbar in the top right corner of clients report has a number of functions:

![](https://355209626-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MAyzOiBTtSdMuNp2Qsw%2F-MB_Uis0CkK903iUsEy1%2F-MB_WybvcdBiGFsVS7hD%2Fimage.png?alt=media\&token=31f3837b-a5e0-447d-8745-2604fa8813f7)

* **Filter** - filter the client report by registration date range
* **Export CSV** - export the list of existing clients in .csv format and save file on your computer
* **Search Keywords** - search for relevant data in the report by using the keywords

By using the navigational buttons you can create a personalized view of report:

* Add and remove the columns from the table of contents
* **Size to fit** - resize columns to fit the current width of the widget
* **Auto-Size All** - resize columns for the optimal view of the data displayed

![](https://355209626-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MAyzOiBTtSdMuNp2Qsw%2F-MB_NCBs-uFEd8I5ehgZ%2F-MB_P7pbwWzSl0Ph8CS6%2Fclient%20report.gif?alt=media\&token=c6e5ffde-08d1-4628-9921-4d08221aefe3)

## Clients management

Clients management actions depend on the current status of the user.&#x20;

### Approved users

![](https://355209626-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MAyzOiBTtSdMuNp2Qsw%2F-MB_NCBs-uFEd8I5ehgZ%2F-MB_OWix2owpKFRqAM_8%2Fimage.png?alt=media\&token=33b03176-6ec0-4fd0-a306-108c8aca9da5)

* **View CRM** - redirect to user CRM page
* **Assign Client owner**- assign client to the admin level user for further handling (as an account manager, for related tasks or similar actions)
* **Add comment** - add a new comment to CRM page Comments section
* **Resend Verification SMS** - resend SMS message to verify mobile number of the user (in case user have specified the mobile number)
* **Change password** - manually change, input and save new password for the user profile
* **Reset password** - send a password reset email to the user's associated email address
* **Block user** - block the user to restrict their access to the platform
* **Send Message** - send an internal message to the user
* **Change Role** - change the access level of the user from investor to admin, or another custom created role

### Blocked users

![](https://355209626-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MAyzOiBTtSdMuNp2Qsw%2F-MB_NCBs-uFEd8I5ehgZ%2F-MB_PmkisILIwMU7cRg4%2Fimage.png?alt=media\&token=2c223054-80b8-4a4b-af2f-6f6ff5f1c2f1)

* **View CRM** - redirect to user CRM page
* **Add comment** - add a new comment to CRM page Comments section
* **Unblock User** – enable access to the platform for previously blocked user
