# Customers

Customers are your end clients and if you have a settlement account under your own partner record, it’s also considered a customer record. In this section, you can see the list of all customers associated with your partner ID.

As a Partner, you can add new customers/individuals/accounts, search and filter, edit existing customers, check detailed information about each customer.

You can see the customer's name and id, registration date, status and balance.

## **Companies**

<figure><img src="/files/8bPCFlOyRRoirf4K79EV" alt=""><figcaption></figcaption></figure>

### **Search and filter**

<figure><img src="/files/NsyUwxQqv9C2aVyKTr2w" alt=""><figcaption></figcaption></figure>

You can filter the user list by the following options:

* registration period
* customer id
* customer name
* status

### Detailed information

<figure><img src="/files/5AZ02VBVu8p9ULl71VHI" alt=""><figcaption></figcaption></figure>

On the top of this page, you will find the main information about the customer record.

* Company name
* Status
* Partner ID
* Balance: active and hold
* Turnover: inflow and outflow

Additional sections below represent:

**Profile**

Application details - information about the company

KYC/KYB profile - general financial information of the company

Transactional profile&#x20;

Investment profile&#x20;

Individuals - people associated with the company and information about them

Documents - all documentation associated with the company and its individuals required for the application approve

**Accounts** - the list of currency accounts (wallets) that was open for the particular company and information about them including account id, creation and update date; balance, turnover and transactions; payment details for depositing; list of transactions associated with each account.

**Transactions** - type, id, customer name & id, status, source amount and wallet, destination amount and wallet, initiation date, execution date.

**Counterparties** - the list of beneficiaries associated with the particular company’s account

**Users** - the list of people with access to this company’s account

**Limits** - limits set for this customer’s financial operations

**Fees** - commissions set for this particular customer

## Application statuses

Statuses for the clients in the BaaS admin panel are: New, Submitted (=Ready for moderation), Moderated, Awaiting approval (=Verify), Active (=Accepted).

Meanwhile, end clients will see this in UI like so for the New status:

<figure><img src="/files/F53XW67J632k8l0uvEyU" alt=""><figcaption></figcaption></figure>

And like so for all the other statuses:&#x20;

<figure><img src="/files/Mve9msy5eD7KPkGbkxR7" alt=""><figcaption></figcaption></figure>

Our onboarding team will be in touch during the procedure.&#x20;

Once the client gets Accepted, they don't see anything related to application since they can't change anything there.

## **Individuals**

Same as with the Companies section, here you can find the overall list and also detailed information about each particular individual. There will be slight differences in the application details, but generally the section structure is the same.

## **Accounts**

In this section, you will find the list of payment wallets associated with customers. It is associated with a particular currency but in terms of payment rails, if there are several options for the same currency, they can be used from within the same account. The credentials associated with the payment account are for deposit only.

<figure><img src="/files/Sd2Lrl908z65gpNeFOzf" alt=""><figcaption></figcaption></figure>

### **Search and filter**

You can filter the user list by the following options:

* registration period
* customer id
* customer name
* account id
* account name
* account number
* account status
* account currency
* account balance

### Detailed information

By clicking the eye icon, you will be able to see the detailed information about particular account, including

* account name
* account status
* account id
* creation date
* update date
* customer name
* customer status
* customer id
* balance: active and hold
* turnover: inflow and outflow
* transaction amounts based on type
* еransactions (type, id, customer name & id, status, source amount and wallet, destination amount and wallet, initiation date, execution date).

Using the eye icon, you can check detailed information about particular transaction. You can also access overall transaction list from this section. By clicking the Edit button, you will be able to change account name, status and default/non default property.

You can download the statement of the particular account by setting the time period and clicking Download.

<figure><img src="/files/jTdo1kVDU2PUezvgJ1EZ" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/gdNK45KE8rALeAxq1mIi" alt=""><figcaption></figcaption></figure>


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