Customer Operations Screen: Full Access and Execution Guide | Bloquo

Guide: Customer Operations Screen

📊 Guide: Customer Operations Screen

This guide explains how to use the Customer Operations Screen, including operational context, interface components, and how to perform transactions on behalf of a specific customer.

Step 1: Accessing the Customer Operations Screen

1.1: Initial navigation

  1. Go to the desired customer's profile

  2. Click the “Operations” tab
    📌 The screen will load with the customer's specific configuration

Step 2: Understanding the Operational Context

2.1: Identifying the context

⚠️ IMPORTANT: Make sure you're operating on behalf of the selected customer
✅ Confirm the customer’s name at the top of the screen
❌ Ensure you're not operating from your personal account

2.2: Role separation

  • Operations: All actions will apply only to this customer

  • Billing: The customer is responsible for all costs

  • Data: Only the customer’s data is shown

Step 3: Getting Familiar with the Interface

3.1: Interface overview

  • The interface is identical to the main dashboard

  • You’ll find the same tools and components

  • ✅ The only change is in the operating context

3.2: Key components

  • Operation Component: Used to perform actions

  • Accounts Area: Displays accounts configured for the customer

  • Operations Table: Shows history and operation status

  • Action Controls: Buttons to execute, cancel or modify

Step 4: Operation Configuration

4.1: Checking the customer's accounts

  1. Go to the Available Accounts section

  2. Confirm that the accounts belong to the selected customer

  3. Check that they are active and properly configured

Step 5: Performing Operations

Operations are performed the same way as on the main dashboard.
📌 Use the operations component as usual — all actions will apply to the selected customer.


    • Related Articles

    • Guide: Financial Screen - Treasury

      ? Guide: Financial Screen – Treasury This guide explains how to use the Financial screen, under the Treasury section, to view and manage all financial movements related to your own account and your clients'. Step 1: Accessing the Financial Screen ...

    • Guide: Customer Financial Tab

      ?Guide: Customer Financial Tab This guide explains the Financial > Customer section, where you can access and manage the financial data of all your registered clients on the platform. Step 1: Accessing the Customer Tab Step 1.1: Initial navigation ...

    • Guide: Trading Paths

      ? Guide: Trading Paths This guide walks you through the process of configuring trading paths for customer pairs, including quoting and trade paths, spread settings, provider prioritization, and operational controls. Step 1: Viewing the Pairs Table ...

    • Guide: Account Creation - Step by Step

      ?Guide: Account Creation - Step by Step This guide explains how to create a customer account (FIAT or CRYPTO) in the platform. Step 1: Accessing the Account Creation Feature Step 1.1: Navigate to the Customer Go to the "Customers" tab. Locate the ...

    • Guide: Customer Screen

      Guide: Customer Screen This guide covers all features of the Customer screen, including viewing, managing, and interacting with customer data. Step 1: Viewing the Customer Table Step 1.1: Accessing the Screen Upon accessing the Customer screen, ...