# Functionality

In case you already have a user with Broker Admin access, you can login to the platform and proceed to use your Broker Admin panel.

By default upon login you will access the **Dashboard**.&#x20;

![](https://355209626-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MAyzOiBTtSdMuNp2Qsw%2F-MAzvaYqWIS6Yl-M5sGN%2F-MAzvl4ziNJ4cYyFLBZ-%2Fimage.png?alt=media\&token=0757a98e-68bf-45aa-8dba-4d335b8a803e)

### Main menu

![](https://355209626-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MAyzOiBTtSdMuNp2Qsw%2F-MAzrZPBwtO7pWW_seMM%2F-MAzvPkEY61XBDz7kf2X%2Fimage.png?alt=media\&token=fa5c1095-5d5f-4b2b-a409-b410e839635f)

| Menu item        | Functionality                                                                                |
| ---------------- | -------------------------------------------------------------------------------------------- |
| Dashboard        | Main control page of the Broker admin with quick access to all basic reporting and functions |
| Customers        | Management and reporting module of users of the platform                                     |
| Trading          | Management and reporting of all accounts, trading activities and settings                    |
| Funds Management | Management of all funds and investment products of the platform                              |
| Reports          | Management and control of investments (allocations) and requests                             |
| Control Panel    | Settings of the platform                                                                     |

### Toolbar

![](https://355209626-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MAyzOiBTtSdMuNp2Qsw%2F-MAzyvf6X0A_kHsNiBIA%2F-MAzz25Fxwe_ga5d-yHr%2Fimage.png?alt=media\&token=44af54ab-aa80-4562-8145-3b130d2883de)

| Toolbar item | Functionality                                                                                   |
| ------------ | ----------------------------------------------------------------------------------------------- |
| Change theme | Switch between day and night modes                                                              |
| Messages     | Send and receive internal emails, notifications and updates                                     |
| Wallet       | Deposit/withdraw to your investor accounts (if any accounts are associated with your user id)   |
| Manage       | Manually create users, open new accounts, deposit/withdraw, review pending compliance documents |
| More         | Switch between the modules, manage user settings and logout                                     |

### More

![](https://355209626-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MAyzOiBTtSdMuNp2Qsw%2F-MAzz4-103isymyBpm77%2F-MB-0NeKIldT65NZ86gO%2Fimage.png?alt=media\&token=3af92eef-8619-402a-9c38-748b3ba20b82)

| Menu item     | Functionality                                                         |
| ------------- | --------------------------------------------------------------------- |
| Broker admin  | Access Broker admin module                                            |
| Investor      | Access Investor module                                                |
| User settings | Complete, modify your user settings and upload verification documents |
| Log out       | Sign out from the platform                                            |
