Navigating the Accounts Table

The Accounts table is where you can search for specific accounts, check balances, or get ready to send payouts.

Finding what you need

Use the search box at the top of the table to look up an account by name, email, or account number. Add filters to narrow the table down further, and save the result as a custom view if it's something you'll come back to often — for example, a view of accounts with a balance above a certain amount.

Taking action on an account

Click into any account to see its full detail page, including balance history and contact information. From there, look for the three-dot menu near the account name to adjust a balance, settle a payout, or deactivate the account. You can also select multiple accounts from the table and use the Bulk Edit feature to update several accounts at once.