⚫
NewUX Broker Admin
  • Welcome!
  • Dashboard
    • Dashboard
    • Widgets
    • Navigation
  • Introduction
    • Get started
    • Functionality
    • Users
    • Access Levels
    • Investment Accounts
    • Investment Products
    • Financial Operations
    • Allocations
    • Fees and Charges
  • User Management
    • Customers
    • Pending User notification
    • Leads
    • Clients
    • Tickets
    • Online users
    • Blocked IPs
    • User CRM
  • Investing and Trading
    • Trading
    • Accounts
    • Profiles
      • Risk profile
      • Commission profile
      • Feed profile
      • Rebate profile
    • Reports
      • Open positions
      • Closed positions
      • Account operations
      • Trade Report
    • Customer Groups
    • Create Customer Group
  • Products and Funds
    • Funds Management
    • SMA funds
    • Strategies
    • Create fund
    • Basket funds
    • Create Basket fund
  • Reporting
    • Reports
    • Allocations
      • Active allocations
      • Under progress allocations
      • Inactive allocations
    • Introducer
      • All intoducer
    • Revenues
      • Fees
      • Trade charges
      • Summary
    • Requests
    • Live account request
    • Deposit request
    • Withdrawal request
  • Settings and Control
    • Control panel
    • Customer settings
      • Account settings
      • Registration settings
      • Blocked customers
    • Trading settings
      • Investor trading settings
      • Routing settings
      • Instrument list
      • Instrument mapping
    • API settings
      • Reporting API
      • Settings
      • API logs
    • Platform settings
      • Platform site info
      • Mail server settings
      • Manage email templates
    • Product settings
      • Strategies settings
      • SMA settings
      • Terms and conditions
      • Power of attorney
      • Compliance settings
      • Fee calculation settings
    • Queue management
      • All queue managers
      • Create queue manager
    • Assignment management
      • All assignment
      • Create assignment
    • Workstations
      • Workstations
      • Add workstation
    • Gateway settings
      • All gateway
      • Create gateway
    • Goal management
      • Mapping list
      • Risk type list
      • Goal list
Powered by GitBook
On this page

Was this helpful?

  1. User Management

Online users

TradeSocio NewUX - Broker Admin manual

PreviousTicketsNextBlocked IPs

Last updated 4 years ago

Was this helpful?

Online users is a report of the users that are currently logged in to the platform

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:

  • 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

You can perform following management actions from the report:

  • View CRM - redirect to user CRM page

  • Assign Client owner- assign client/lead 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