Browse help guides
Daily work
Manage users
Create customer records, keep review context together, and close records correctly.
Create a user
- Choose Users in the sidebar. The primary action changes to New user.
- Choose the record type and enter a display name and the details required by your current pack.
- Review residency, contact and risk information before saving. Open the saved row to see its record details.
Review and update
Use Edit to change supported user fields. The detail view groups overview information, KYC files, wallets, transactions and notes. Link an existing wallet rather than copying its address into an unrelated note. A manually recorded KYC status is not proof of provider verification. If you connect Sumsub, review the linked verification result and method.
Close a user
Use Close user when the record should no longer be active. Closing preserves historical context; it is not a promise to erase every reference, attachment, backup or export. Review your record-retention obligations before removing personal data.
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