Banned Users
When to use this screen
Use this when you already know the trader is (or was) banned and you need the ban cohort: who banned them, the note, reason category, and unban. For a live trader who is not banned, start on User Management.
Who can open it / who to ping
- Open: Ban user manage.
- Unban: same family as User Management ban (accounts + ban grants). Ping Risk if the ban was TOS; ping billing if you expect subscriptions to resume after unban.
- Do not use this to discover whether someone is banned — search User Management first.
Find the record
- Open Admin → Account Administration → Banned Users.
- Filter by search, date range, banned by, reason category, sort.
- Open a row for the full ban note and history.
Happy path
- Search email or username.
- Read the ban note — if it is thinner than 10 characters historically, treat it as incomplete and add context before unban.
- Unban only with a second person when TOS is involved.
- Confirm the user appears ACTIVE on User Management after unban.
Action catalog
| Action | When to use | Customer impact |
|---|---|---|
| Update note | Clarify why they were banned | Note only; user stays banned |
| Unban | Term served or wrongful ban | User reactivated; WealthCharts re-enabled; billing may still be cancelled — check with billing |
If this fails
- User not in this list: they are not banned (or never were). Use User Management.
- Unban succeeds but trading is still dead: check lock/pause on Accounts Management and billing.
- You cannot ban from this screen — ban from User Management ⋮.