Trader dashboard
The trader product is the Obsidian shell: left rail on desktop, hamburger More on small screens. This section is for employees who support traders (what the customer can do), not a second admin console.
:::warning Superusers
A superuser who opens /dashboard is redirected to Admin → Settings. Support a trader by impersonation policy / sitting with their account, not by using this UI as staff.
:::
Rail (top to bottom)
| Item | When the trader sees it | SOP |
|---|---|---|
| Dashboard | Always | Home |
| Messages | Always (badge = unread firm notices) | Messages |
| Accounts | Always | Accounts |
| Plans | Always (badge = cart units when cart checkout is on) | Plans |
| Payouts | Only if they have a broker account | Request, History |
| Certificates | Feature flags for payout and/or achievement certificates | Certificates |
| Performance | Always (Calculator view needs a broker account) | Performance |
| Coach | Always (subscribe to unlock chat) | Coach |
| News | Economic calendar enabled for the environment | News |
| Billing | Always | Billing |
| Affiliates | Only if the user is affiliated | Affiliate overview |
| Compliance | Always (badge = outstanding requests) | Notices |
| Settings | Always | Settings |
| Help & support | Footer | Support |
Top bar also has account selector, Logins (broker password), calendar, redeem/giveaway code, launch platform, cart, and + Get funded.
Related screens not on the rail
Buy reset credit, Order details, Compliance requests, legacy Achievements and Change password.