Users
The Users module is the central hub for managing client accounts on the platform: viewing and filtering users, reviewing KYC documents, managing operator permissions and roles, querying transaction and staking history, and configuring per-user operational limits.
What you can do here
- List and search users — filter by status, CPF/CNPJ, email, registration date, and other criteria; view account health indicators.
- Review KYC documents — check selfies, identity documents, and submitted proof documents; approve or reject account opening.
- View general user details — balance, tokens and NFTs held, active staking positions, token deposits, and registration data.
- Access digital account details — information about the linked bank account (digital banking integrated via BaaS).
- View additional details — extended profile data, address, legal representative (for legal entities), and extra metadata.
- View complete history — transactions, digital account history, and staking history for a user.
- Manage roles and functions — assign roles that define what each team member can access in the BackOffice.
- Configure access modules — enable or disable dynamic DB modules for a role, controlling which pages and actions are visible.
- Manage limits — set operational limits per user (deposit, withdrawal, transfer).
- Configure user permissions — fine-tune individual permissions that differ from the role's default.
Prerequisites
| Requirement | Detail |
|---|---|
| User view permission | See user listing and basic details |
| User management permission | Edit data, approve KYC, manage limits |
| Role management permission | Create and edit operator roles |
Target user with status === 'APPROVED' | Required for financial operations on behalf of the user (staking, deposits, etc.) |
The permission is dual: CPM enum on the backend and a dynamic module in the DB. Both must be registered for the operator's role.
Subsections
| Page | What it covers |
|---|---|
| User List | Main listing with filters, search, and access to each user's details |
| General User Details | Balance, tokens, NFTs, registration data, and main actions |
| Add Staking (user) | Link a staking position directly to a user |
| Token Deposits (user) | Token deposit history for a specific user |
| Digital Account Details | Digital bank account data (BaaS) for the user |
| Additional Details | Extended profile, address, and complementary metadata |
| Documents (KYC) | Review of identity documents and selfies submitted by the user |
| User History | History overview (transactions, digital account, staking) |
| History — Transactions | Full transaction statement for the user |
| History — Digital Account | Digital bank account movements |
| History — Staking | History of staking applications and redemptions |
| Roles (Functions) | Creation and editing of BackOffice operator roles |
| Modules | Enabling/disabling dynamic modules per role |
| Manage Limits | Setting operational limits per user |
| User Permissions | Fine-grained individual permission adjustments |
Next steps
- To approve a new user, go to User List, locate the user, and review their documents in Documents (KYC).
- To add a new BackOffice operator, create or assign a role in Roles and enable the corresponding modules in Modules.
- To query a specific client's movements, go to History — Transactions.
- To adjust a user's withdrawal or deposit limits, use Manage Limits.