Prop Accounts

Use this module to manage prop accounts. The module has two pages:

• The Accounts page, which shows all accounts.

• The Account details page, which shows details for one account.

A customer can have more than one account if they join more than one challenge. To view customers, see the Customers module.

Accounts page

Use this page to search and review a list of all accounts.

Search everywhere

1. To search everywhere, click this box.

   

2. Start typing. The results update automatically.

This searches all customers and accounts.

Browse accounts

This page divides accounts by type and phase.

• To browse accounts, scroll left or right and click one of the tabs:

  

Search accounts

• To search for an account, click this Search box:

  

This searches in all columns from Login to Email, as well as Plan.

This searches in one tab at a time. To search all accounts, use the Search everywhere option above.

Sort the table

1. To sort the table, click any heading with this icon:

2. Click more than once to change the sorting:

   • Unsorted

   • Low-to-high

   • High-to-low

Edit an account

1. To edit basic details for an account, click this button:

   

2. Make changes using the fields and dropdowns on this popup:

   

3. Click OK.

You can change more options on the Account details page.

Download accounts

To download data from the table:

1. Use any options on the page to sort and select the data you want to download.

2. Click this button:

   

This downloads the current view as a CSV file.

Get more info

You can get more details on customers or accounts:

• Click an account number in the Login column to go to the Account details page.

• Click a customer number to go to the Customer details page.

Account details page

Use this page to see and change details for an account.

To open this page, click an account number on the Accounts page.

Manage account details

1. To edit an account, click this button:

   

   This offers the same options as the edit button on the Accounts page.

2. Click OK to confirm.

3. To view more details and logs for the customer, click any section at the bottom:

   

Manage trading days

The Trading Days section at the bottom shows the active trading days for the account.

You can add to this record:

1. To add a new trading day, click this button:

   

   This adds a new row:

   

2. Click the dates and times below Trade Date and First Trade Date to change them.

3. Click the checkmark to confirm.

You can also edit records:

1. To edit a trading day, click this button:

   

2. Change the dates and times as needed.

3. Click the checkmark to confirm.

To delete a trading day:

1. Click this button:

   

2. Click Delete to confirm.

Add and view notes

1. To add a note, click this button at the top of the page:

   

2. To view notes, click Notes at the bottom of the page.

You can also add notes for the customer that opened the account. See Customers.

Breach an account

1. To breach an account, click this button:

   

2. Click YES to confirm.

3. You can also unbreach an account. Click this button:

   

4. Click YES to confirm.

Repeat a challenge

1. To repeat the challenge for an account, click this button:

   

2. Click YES to confirm.

Upgrade an account

1. To upgrade an account, click this button:

   

2. Click YES to confirm.

Change the withdrawal date

1. To change the next withdrawal date, click this button.

   

   This opens the date selector dialog:

   

   Dates are in the format Month/Day/Year.

2. Click the box below Next Withdrawal Date. This opens a calendar.

   

3. Click a new date. You can also type a new date below the calendar.

4. Click OK to confirm.

Enable King Program

1. If you see this button, the King's Program is disabled. Click to enable it:

   

2. If you see this button, the King's Program is enabled. Click to disable it:

   

3. Click YES to confirm.

   

Change the plan

1. To change the plan, click this button:

   

2. Click the Change To dropdown to pick a new plan:

   

3. Click OK.

Adjust cash

You can add or subtract cash from the MetaTrader and HUB systems.

1. Click one of these buttons:

   

   This opens a confirmation popup:

   

2. Click to select DEPOSIT or WITHDRAW.

3. Enter a dollar amount.

4. Add a comment.

5. Click OK.

Enable or disable an account

1. If you see this button, the account is enabled. Click to disable it:

   

2. If you see this button, the account is disabled. Click to enable it: