---
title: "Clients"
description: "The client working queue, the user directory, and everything you can do from a client's profile."
---

> Documentation Index
> Fetch the complete documentation index at: https://docs.callistocrm.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Clients

Callisto gives you two views of your clients: **"My clients"** — a working
queue of the clients assigned to you — and the **user directory**, the full
list of everyone on the brokerage.

## My clients

Your assigned-client queue, built for working a book across the full client
journey.

- Stat cards up top: **"Assigned clients"**, **"Awaiting KYC"**, **"Funded"**,
  and **"Net deposits (30d)"**.
- A **"Suggested actions"** panel offers one-click nudges for clients who need
  attention; anything you send appears in the client's **"Communications"**
  timeline.
- Filter by chips (**All**, **Newly assigned**, **Awaiting KYC**, **Funded**),
  by journey stage (Registered → Profile complete → KYC approved → Funded →
  Trading), by region group, or by search.
- Each row shows the client's journey as a five-dot progress indicator, plus
  net deposits, assignment date, signup date, and last activity.

Clicking a row opens a drawer with the assignment details (**"Reassign"**
moves the client to another rep, with an optional audit-logged note),
assignment history, the communications log, and a **"View Full Profile"** link.

### Client assignments

The **"Client assignments"** page bulk-assigns clients to reps — filter to
**"Unassigned"** or **"By rep"**, select clients (or all matching a filter),
and confirm. Assignments are audit-logged.

Note: region rules assign reps automatically for **new signups only**.
Existing clients only move through this page.

## User directory

The full directory of every user on the brokerage, with role tabs
(**Traders**, **Managers**, **Owners**). It is read-and-navigate only — click
a row to open the user's profile, where all actions live.

- Header stats: total users, active users (logged in within 30 days), funded
  users, total accounts, and total balance.
- Filters: search by name or email, and risk level (**Low / Medium / High /
  Critical** — a manual tag, set from the profile's AML area, not computed).
- Columns include account **Status** (Active / Inactive / Suspended), KYC
  status, account count, and total balance.

**Status and KYC are independent.** Status answers "can they log in"; KYC
answers "can they fund and trade". A user can be Active with KYC still
Pending.

## The client profile

A client's profile page is where you act on an individual. The header shows
their KYC badge, risk level, and tag; the **"Manager actions"** menu offers:

- **"Add Note"**
- **"Freeze All Accounts"** / **"Unfreeze All Accounts"**
- **"Reset 2FA"** — removes their two-factor setup; they can sign in with
  password only until they re-enroll
- **"Force Password Reset"**
- **"Ban User"** / **"Unban User"**

Tabs cover Overview, Accounts, Transactions, Performance, Documents, Notes,
Audit Log, Overrides, AML, WhatsApp, Partner, and Wallets. The
[Accounts tab](/trading-accounts#acting-on-a-single-account) and
[Wallets tab](/wallet-and-transactions) have their own pages in these docs.

Source: https://docs.callistocrm.io/clients/index.mdx