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3. How to Edit a Client

After creating a client, the Edit window will open automatically.

In the Edit window, you can:

    • Edit the client’s information that you entered during the creation stage (except for type and project). This also includes reassigning clients to another desk or status.

    • Add or edit Actions: comments, notes, and other relevant information within the CRM.

    • Add or edit Requests: for instance, support tickets, call requests, etc.

    • Upload Documents: passport or ID, and bank card (front and back).

    • Check the client’s Transactions.

    • Add or edit client’s Accounts with Assets (currency and balance on this account).

Note: Information about current client’s Requests, Transactions and Accounts pull up automatically from relevant modules.

  1. Open the Client’s Record

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In the Clients list, locate the row for the client you want to edit (Look at #1 on the image below).

Click the Edit (pencil) icon in the Actions column (Look at #2 on the image below).

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2. Navigate the Tabs

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At the top of the client’s detail view you’ll see these tabs:

  • General (default) (1)
  • Actions (2)
  • Documents (3)
  • Requests (4)
  • Transactions (5)
  • Accounts (6)
  • Agreements (7)
  • Logs (8)

General Tab

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  • Personal (1): Edit first/last name, phone, date of birth, passport, nationality, risk level, AML notes, etc.
  • Billing (2): Update country, region, city, address, postcode.
  • Affiliation (3): Change Project, Desk, Manager or Company fee group; update verification level/status.
  • Credentials (4): Modify email or password (use the sparkle icon to generate and the eye icon to show/hide).
  • Additional (5): Use the JSON tree picker to add or remove custom metadata fields.
  • Two-Factor Authentication (2FA) (6): View existing methods; hover over a method to Make default or delete non-default entries.
  • Description (7): Add or edit free-form comments.
  • State (8): Use the dropdown at top-right of the form to change the client’s status (e.g. Active, Deactivated, Suspended).
  • Click Save when you’re done (9).

Actions Tab

1. Click Add action in the top-right.

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2. Choose a Type (Note / Call / Comment). (Step 1)

If Call, set an Action Date.

3. Enter the Text of your action.

For Call or Comment, select a Manager. (Step 2)

6. Click Save. (Step 3)

Note: You can edit any action later, but you cannot delete it or change its Type.

Documents Tab

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Upload or replace verification documents by dragging or browsing to add images for:

  • Bank card (front) (1)
  • Bank card (back) (2)
  • Passport or ID (3)
  • Source of funds (4)

Files save automatically.

Requests Tab

1. Click Add in the top-right.

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2. Fill in:

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  • Name (1)
  • Time range (start/end) (2)
  • Type (3)
  • Description (4)
  • Additional information (free text) (5)
  • Attach files if needed (6)

3. Click Save (7).

New requests will appear in this list with status and creation date.

Transactions Tab

  • View all financial transactions associated with this client.
  • No editing here—transactions are pulled from the Transactions module.

Accounts Tab

1. Click Add account.

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2. Select the Account Type (e.g. Fiat, Crypto) (1).

3. Optionally enter an External ID to link to a bank or external system (2).

4. Choose Platform (3).

5. Click Save (4). 

Agreements Tab

  • View any contractual agreements or signed documents linked to this client.

  • No direct editing—agreements are managed in the Agreements module.

Logs Tab

  • See a timestamped audit trail of all changes made to this client record.
  • Perfect for tracking who did what, and when.

Once you finish editing in any tab, be sure to click Save (where available) to commit your updates.

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