Accounts page

Learn how to view, filter, and manage client accounts in Trustform, customise the table layout, and organise columns to suit your needs.

Overview

The Accounts page is your home base in Trustform. The first page you see after logging in. It helps you view and manage client accounts, track verification statuses, and sort the account list by different attributes like priority, next KYC review date, and more.

Users with Account Management capabilities can see all client accounts, no matter the account status. Users with Account Review capabilities only see accounts with a review status other than Draft.

Account Layout

All client accounts created in Trustform are displayed in a tabular format. Each account includes the following details:

• Name

• Type of account

• Account status – set by the account manager:

  • Prospect

  • Active

  • Suspended

  • Rejected

  • Archived

• Review status – set automatically based on the verification status of forms in the account:

  • Draft

  • Pending review

  • Update required

  • Verified

• Assigned managers – can be assigned by users or set automatically.

• Priority – set to Medium by default but can be changed by the user if needed:

  • Low

  • Medium

  • High

• Next KYC review date – set by the reviewer or compliance officer in the Account Overview.

Table Management

Search

The search feature in the Accounts table allows you to quickly find the required Profile using various parameters. In addition to the Profile name, you can search by Account ID as well as by contact details, including email addresses and telephone numbers.

Filters

You can filter the accounts table by clicking the funnel icon in the top-right corner. You can filter by client status, verification status, priority, and assigned manager. You can also select multiple filters at once.

Customising the Table

You can adjust the table view to display only the columns you need. To do this, click Edit table in the top-right corner of the Accounts page. In the dropdown menu, tick or untick the boxes next to each field name to show or hide specific columns. Your selection will be applied immediately, allowing you to focus only on the most relevant account details.

Sorting and Rearranging Columns

You can organise the table to suit your needs by sorting and rearranging columns:

• To sort the table, click the arrow icon next to a column name — each click toggles between ascending and descending order.

• To rearrange columns, hold the six-dot handle in the desired column header and drag it to a new position.