Dashboard

Work queue

Lead pipeline

Clients

ClientStatusCountryKYCAgentBalanceNet depositsOpen pos.Joined

Team

MemberRoleClients assignedSince

Add a team member

Agents see only the clients assigned to them and can comment on them. Admins see their own book plus unassigned clients — never another admin's — and approve transactions and assign agents within it. Only the super admin sees everyone, assigns clients to admins and manages this team list.

Access log — log in as client

WhenStaff memberOpened the terminal of

Open positions — all clients

#ClientSymbolSideLotsLevOpenCurrentS/LT/POpenedP/L

Deposits & withdrawals

RefClientTypeMethodAmountRequestedStatusAction