Create or edit a client account

Use **Clients > List > Add client** for a new account. To update an existing client, open their row and choose **Profile & Addresses**. Confirm the account email before editing.

Create an account

1. Select **Add client**.

2. Enter **Client name**, **Country**, **Mobile**, and **Email**. These are required.

3. Choose the intended **Group** and **Status**. Available states include Active, Pending, Banned, and Rejected.

4. If you enter an initial Password, use 8–50 characters with uppercase, lowercase, a number, and a symbol.

5. Enable **API access** only if the client needs a reseller integration.

6. Add appropriate notes and address details, then submit the form.

7. Reopen the record and check email, group, and status.

Edit the profile

Change only the intended fields in Profile & Addresses and use its save action. The sheet tracks unsaved changes when closing or changing tabs. Save or discard edits before using financial or account-status actions.

Check the result

A saved client record does not establish that their email or phone is verified, that they passed KYC, or that money was received. If validation fails, correct the highlighted field. If creation times out, search for the email and inspect the destination before creating a second account. Existing password and session controls are under Security and Login Sessions.