Users in your admin sidebar lists your traders. Your own staff are not on it: they are managed under Team, with the role that decides what they may do.
You need the view_traders permission to open the screen and
manage_traders to change a trader, write notes or sign them out. Some tabs
need a permission of their own, listed below, and stay hidden without it.
The list
The screen opens on the list alone, across its whole width, and shows nobody in full until you pick them. That is on purpose: the first trader's details on screen for whoever walks past is a privacy problem.
Each row is a trader with their email address, how many accounts they have and where those stand, whether their identity is verified, what they spent in your firm's currency, when they joined and when they were last active. Columns drop off from the right as the screen narrows, and the trader always stays.
The list holds fifty traders to a page. The search box finds a trader by name,
email address, handle, phone number, the start of an account number, their
usr_ id, or an IP address they were ever seen on, which lists everybody who
used that address.
The filter menu narrows the list to traders who can or cannot sign in, who
have a funded account, one in evaluation or none, who have or have not
verified their identity, who are online now, and, with view_fraud, who have
an open fraud flag or a restriction. The same menu sorts by newest, last
active, name, how much they spent, the most accounts, or verified first, and
so does clicking the head of a column.
J and K move through the list and Enter opens the trader they rest on. A right click on a row offers what can be done without opening the trader: give a challenge, activate or deactivate, copy the email address, id or link, and delete.
A trader
Picking a trader folds the list to a column on the left and slides the trader in beside it. From there J and K show each trader they rest on. The cross in the corner or Escape folds the trader away and gives the list its width back, with the same filters and page.
Every trader has their own address, /admin/users/usr_..., and the tab you
have open is part of it. A link to a trader from a payout, a flag or a ticket
opens on them with the list beside them.
The head of a trader says whether they can sign in, whether fraud detection restricts them, how many open flags they are in and when they were last online. Under it are the notes somebody pinned, then the number of accounts, the state of their identity check, when they joined and whether they use two-factor.
| Tab | What it holds | Needs |
|---|---|---|
| Overview | What they spent and were paid, the team notes, their profile, who they said they are with every identity check, and how they sign in | |
| Accounts | Every account, funded first, saying how it came to be: bought, with which coupon and for how much, given by the firm, or the next phase of an earlier one. Below them, what the trading rules caught them doing | view_trading_rules for the rules |
| Money | Every checkout including the ones that failed, every challenge the firm gave them, every payout, and what they earned as an affiliate | view_payouts for payouts, view_affiliates for affiliate earnings |
| Systems | Their machines, the IP addresses they came from, and where they are signed in right now | view_fraud |
| Fraud | What is held back from them now, every flag they are in, and the detectors they are held to differently | view_fraud |
| Support | Their tickets, the ones still waiting first | view_tickets |
| Activity | What they did and what was done to them, without page views, with a link to the full log | view_activity_logs |
Money is added up in the currency your firm sells in. What a trader paid in another currency is listed beside it per currency, never converted. "Kept" is what the firm has left after refunds and payouts, and reads negative for a trader who was paid more than they spent.
Machines
A browser reports a fingerprint per browser and per screen, so the same laptop used in Chrome and Safari shows up twice in the raw data. Systems folds those into one machine by what stays the same: the system, the graphics, the number of processor threads and the memory.
Each machine says what it is as far as the browser lets us see. Graphics are named as the browser reports them, such as an NVIDIA GeForce RTX 5080 or an Apple M4 Pro. On a Mac the graphics are the chip itself, so the chip is the processor too. A MacBook's model and size are read from its built-in screen and marked as such: on an external monitor it reads as a Mac. An iPhone is named by its screen size, since several generations share one. Under each machine are the browsers and screens it was used with, its last IP address, and the other traders of your firm who were seen on the same machine.
Some things a browser does not tell, and the screen says so instead of guessing. Safari names no graphics at all, Firefox rounds to a family, and browsers stop counting memory at 8 GB. Windows 10 and 11 report the same version unless the browser is Chromium, which tells them apart.
Each IP address shows where it is, the network it belongs to, whether it is a VPN, a data centre, Tor or a residential proxy, how often the trader signed in from it, and who else used it. A right click lists everybody on that address.
Where they are signed in now lists every browser and app with its address and how they signed in. Sign out ends one device, Sign out everywhere ends them all. Both are recorded in the activity log as done by your team, and the trader can sign in again straight away with their password.
Notes
Notes are for your team and never reach the trader. Anybody who may manage traders writes them and pins the ones a colleague must not miss. Only the author edits a note, and anybody who may manage traders can delete one. A pinned note shows above every tab, so it is read whichever tab is open.
Nothing in the notes saves on its own. A new note, an edit, a pin and a removal are changes like any field of the profile, counted and saved by the bar at the bottom of the screen. A removed note stays in the list, struck through, until then, so it can be taken back.
Changing a trader
The profile on the Overview tab is edited where it is read: name, email address, whether the address is confirmed, phone number, whether they can sign in, and a new password. The bar at the bottom of the screen counts the changes, the notes included, and saves them together. It asks before you move to another trader or tab, or close the trader, with changes unsaved. A new password signs the trader out on every device, and switching off Can sign in signs them out at their next click.
The menu in the head of a trader holds what acts at once rather than waiting for the bar: sign out everywhere, add to the team with a role, open them as an affiliate, and delete. Give a challenge starts a free account straight away.
New trader opens the same form in the inspector, for somebody who cannot sign up themselves. They get no email, so send them their password yourself.
In the older designs
Propper - OG and Tactical keep a table of every user, staff included, with a page per trader and separate pages to create and edit one. The notes, the Systems tab and signing a trader out are only in the standard design.