The columns of the users table
The users table lists the platform users and their general information.
Detailed information for each user is accessible from their profile.
The columns
The columns displayed are:
- Reference: for the user's reference number, a unique code for each,
- Registration: for the registration date,
- Registration email,
- Last name of the user,
- Identity card: the current status of the identity card (valid or not)
- First name,
- Phone,
- Type: the user is a legal person, a natural person or that it is not yet defined,
- Status: the user has been validated, refused or awaiting validation.
- Identity card: the status of automatic validation of the identity document (only if the verification of the identity document is activated)
- Last connection: date of the last user connection,
- Creator: the name of the administrator or partner who created the user. If the user created his account alone, this column is empty,
- Wallet: the status of the user's wallet if it has been created or not, validated or awaiting validation or refused,
- Payment of taxes: the payment of the user's taxes is made by the platform or not.
- Professional: the user is a professional investor or not
- Actions: the different actions possible on each user which are detailed in this article.
Visibility of columns
There is a column selector for those to display allowing to display or not all the columns.
The chosen selection is kept even after logging out or changing tabs.
Filters on the users table
Through this table, it is possible to filter the users on the platform according to certain criteria such as:
- The date of registration,
- The type of user,
- The status of the wallet,
- The user's status,
- Payment of taxes (the platform collects taxes on behalf of the user),
- Professional (is the investor a professional investor)
- The validation status of the account within the administrator's teams
