Selecting a row on the Users list opens that client’s detail page. From here you can review and manage everything held about one person.
The Detail Layout
- Details tab — the client’s profile fields (identity, contact, location, language, status).
- Accounts tab — every trading account that belongs to this client.
Use the breadcrumbs at the top of the page to return to the Users list, and switch between the Details and Accounts tabs to move between the profile and the client’s accounts.
