Accounts
When to use this screen
Trader list of their trading accounts (All / Funded / Evaluation / Passed / Closed). Row actions: details, reset, cancel, activate, delete (guarded). Staff per-account ops: Admin Accounts Management.
Who can open it / who to ping
Every trader. Payouts rail still hidden until they have a broker account.
Find the record
Rail Accounts. Filters at top. + New account goes to Plans.
Happy path
- Pick the account in the filter/row.
- Open details before reset/cancel.
- Reset: they may need a reset credit (Buy reset).
- Activate / cancel follow billing rules — if payment is required, they leave this page.
Action catalog
| Action | When to use | Customer impact |
|---|---|---|
| Details | Rules, balance | Read |
| Reset | Blown eval with credit | New state per product rules |
| Apply reset coupon / subscription reset | Paid reset | Uses ecom reset paths |
| Activate funded | Passed eval | May charge activation |
| Cancel / delete | Guarded | Cannot undo if the product forbids it |
| Revoke own trading permission | They stop themselves | They cannot trade until staff restore |
If this fails
- Reset button missing: no credit, account not resettable, or vacation/lock.
- Delete refused: funded/live rules.
- Staff should not use this as admin — use Admin Accounts Management.