# Change Status

In the **Accounts Overview** page, each trading account includes an **Actions** dropdown. For accounts with eligible statuses, the **Change Status** button is available to allow admin-initiated status updates based on specific operational needs.

<figure><img src="https://835503362-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZxKMBw1IB53ZJ2sltFPC%2Fuploads%2FSc5YGaXsBfDjhbVq5lfl%2FMenu%20-%20dropdown.png?alt=media&#x26;token=9a81526e-1eab-4249-8e68-9b548aba4484" alt=""><figcaption></figcaption></figure>

The **Change Status** option only appears if the account is currently in one of the following statuses:

* **Active**
* **Upgraded**
* **Breached**
* **Upgrade Rejected**

## Change Flow by Current Status

From **Active**, administrator can change the account status to:

* **Breached**
  * Admin must provide:
    * **Breach Rules** (free text)
    * **Reason** (text field)
  * A **notification email** will be sent to the user, and the breach information will also appear on the user's **Objective Dashboard**.

<figure><img src="https://835503362-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZxKMBw1IB53ZJ2sltFPC%2Fuploads%2FA10g2KKO8oa484OrVQS5%2FDialog%20-%20change%20status%20(breached%20selected).png?alt=media&#x26;token=44c501ae-4b50-41c8-8497-c7c5b0d3dd2c" alt=""><figcaption></figcaption></figure>

* **Upgraded**
  * Admin has the option to:
    * Select a **Trading Program** for the user's **next account level**, or
    * Select **None** to skip account creation
  * If a program is selected:
    * A new account will be created.
    * A **notification email** will be sent to the user.
  * if **None** is selected:
    * No new account is created.
    * No email is sent to the user.

<figure><img src="https://835503362-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZxKMBw1IB53ZJ2sltFPC%2Fuploads%2FujpJ4bPGA0gNG0G35RkU%2FDialog%20-%20change%20status%20(upgraded%20selected).png?alt=media&#x26;token=23cad1f4-92ec-4ac5-977f-0b294f1b67d0" alt=""><figcaption></figcaption></figure>

From **Breached**, administrator can change the account status to:

* **Active**
  * Admin must choose one of the following balance restoration options:
    * **Reset to Initial Balance**
    * **Latest Balance**
    * **Custom Balance** (manual input)
  * This action **does not** reset the entire account. Other data such as history and objectives will remain unchanged.

<figure><img src="https://835503362-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZxKMBw1IB53ZJ2sltFPC%2Fuploads%2FcfTCLb0mD7HmgMQ9qtbK%2Fupgraded%20rejected)).png?alt=media&#x26;token=2d771f4a-c5be-4a9a-83c1-465c304852f1" alt=""><figcaption></figcaption></figure>

From **Upgraded**, administrator can change the account status to:

* **Active**
  * No additional fields or options are required.

<figure><img src="https://835503362-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZxKMBw1IB53ZJ2sltFPC%2Fuploads%2FcBjGcx9k1ntU8t7wY2Fa%2Fupgraded%20to%20active.png?alt=media&#x26;token=e02bc4d9-8921-438f-a236-1723aedd16f1" alt=""><figcaption></figcaption></figure>

From **Upgrade Rejected**, administrator can change the account status to:

* **Active**
  * No additional fields or options are required

<figure><img src="https://835503362-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZxKMBw1IB53ZJ2sltFPC%2Fuploads%2FjQoVnaqY28fuBkQWqB7K%2Fupgraded%20upgrade%20rejected.png?alt=media&#x26;token=ce8bcaa4-775c-47dd-a67a-cc80143d6170" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
**Notes & Considerations**

* This feature does **not allow arbitrary status jumps** - only permitted transitions based on the rules above.
* Changing to **Breached** or **Upgraded** from **Active** has implications for user experience and downstream automation, such as account creation and email notifications.
  {% endhint %}

This tool empowers admins to flexibly manage user account lifecycle transitions while maintaining controlled logic and audit trails.
