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.
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
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.
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