Details
- Lena Birath
The Detail tab contains information about the Legal Entity / User / Customer. There are several sections on the tab where you can change and update information on the user. The sections are described below.
Actions
In the action section, you can perform different actions on the user. The actions are described below.
Edit User Type
Navigate to the Action Section and click the button Edit User Type.
Select user type in the drop-down menu.
Customer (customers and companies)
Admin (administrators in Bricknode Broker)
Partner (reseller)
There is also a possibility to change the user name. Click Confirm to change the user type.
We also added a log so you easily can view what has been changed and by who.
Status
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|---|---|
Is Approved | By marking “Is Approved” a user is activated. |
Terminated | By marking ”Terminated” the user is terminated including all the user's accounts |
Is Locked Out | Marking ”Is locked out” disables the users log in. |
Manually Password Reset | If back-office administrators want to manually reset a password. When the user logs in the next time get a ticket to change password. Reset Password |
Natural Person | It is checked if the legal entity is not a company. |
Professional |
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Politicly Exposed |
|
Has Customer Protection |
|
Risk Level |
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Related pages
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