> For the complete documentation index, see [llms.txt](https://reference-guide.gitbook.io/prop-trading-back-office-user-guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://reference-guide.gitbook.io/prop-trading-back-office-user-guide/9.-participants.md).

# 9. Participants

### <mark style="color:red;">1. Participants Report</mark>

You can view participant details and their respective challenge progress through the Participants section in the side menu.

<figure><img src="/files/tLqMZL0jai1GUYCFX9kA" alt=""><figcaption></figcaption></figure>

You will be able to see the names of participating clients, the selected challenges, their current progress within the challenge, their trading account number and many more:&#x20;

* Equity - Updated at every 10-minute interval.
* Max Daily Loss Progress Bar - Updated at every 10-minute interval.
* Max Loss Progress Bar - Updated at every 10-minute interval.
* Profit Target Progress Bar - Updated on a daily basis.

You can also refine your search by selecting a speific challenge from the dropdown menu provided.&#x20;

<figure><img src="/files/FuC1AsUIZFxm665c96Ru" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">2. Participant Details</mark>

To delve deeper into a specific participant's details, simply click on the "View" icon.

<figure><img src="/files/zqclvfQyXfL6lEUUDCHk" alt=""><figcaption></figcaption></figure>

You'll be directed to a detailed page offering an overview of the participant's progress. Here, you can also access profit sharing and trade history reports for the participant.

<figure><img src="/files/Sm2Nfm0B74CRfKp4NxsC" alt=""><figcaption></figcaption></figure>

<details>

<summary>Overview</summary>

1. Under the Overview tab, you gain a comprehensive view of your prop challenge statistics, including profit targets, maximum losses, and more.
   1. Max loss and max daily loss are updated every 10 minutes.
   2. The rest of the data are updated once a day.
2. Additionally, you can access your account information, encompassing:
   1. Trading Status: Indicates whether the trading account status is enabled or disabled.
   2. Start Date: Marks the challenge's initiation, signaling when you receive your trading account credentials.
   3. End Date: Indicates the challenge's conclusion. If ongoing, "N/A" will be displayed.
   4. Initial Balance: Represents the starting balance of the trading account.
   5. Current Stage: Identifies the current stage of the challenge.
   6. Status: Depicts the challenge status, such as failed, in progress, completed, and so forth.
3. Additionally, you can view a graph illustrating the fluctuations in your balance and equity over time. You can filter the graph via Last 24 Hours, Last 7 Days or Last 30 Days.<br>

   <figure><img src="/files/ioCd00M6RWJDMYvpJyZ3" alt=""><figcaption></figcaption></figure>
4. Furthermore, you have the option to select the trading accounts you wish to view details for. If your client has progressed to the second stage, you can still access their stage 1 details by selecting the corresponding trading accounts.

   <figure><img src="https://reference-guide.gitbook.io/~gitbook/image?url=https%3A%2F%2F1627048263-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FqTJvzfBkUrBZGLJjkfAN%252Fuploads%252FKxrgWwGeaijiatfrfQhz%252Fimage.png%3Falt%3Dmedia%26token%3Dabbb7f25-a51a-41b4-be62-7c19a1afe05c&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=d4b4ac08&#x26;sv=2" alt=""><figcaption></figcaption></figure>
5. You can also easily identify your challenge progress with color-coded indicators that adjust based on key thresholds, offering a clear visual of your client's standing.
   1. **Profit Target, Minimum Trading Days, Minimum Trading Volumes**:
      1. **Gray**: 0 < progress < 50%
      2. **Yellow**: 50% ≤ progress < 100%
      3. **Green**: Progress = 100%
   2. **Max Daily Loss, Max Loss, Trading Period, Free Repeat**:
      1. **Gray**: 0 < progress < 50%
      2. **Yellow**: 50% ≤ progress < 100%
      3. **Red**: Progress = 100%<br>

         <figure><img src="https://reference-guide.gitbook.io/~gitbook/image?url=https%3A%2F%2F1627048263-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FqTJvzfBkUrBZGLJjkfAN%252Fuploads%252FrqZZ3xuIejkgXIeg5P7F%252Fimage.png%3Falt%3Dmedia%26token%3Df09a6462-1535-4c18-ad91-cd51f564e379&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=25fa6811&#x26;sv=2" alt=""><figcaption></figcaption></figure>
6. Each challenge parameter also features on-hover explanations and underlying logic, providing you with clarity on every criterion.<br>

   <figure><img src="/files/oHLReJkdpzI0qwNMtqbF" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Profit Sharing</summary>

1. In the Profit Sharing tab, you can view the amount your clients receive from profit sharing and their respective payout status.<br>

   <figure><img src="/files/fjN7Fr3In4gnC8ay9zrn" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Trade History</summary>

1. In the Trade History tab, you can access a record of the trades your client has executed for the challenge, along with their respective details.<br>

   <figure><img src="/files/6smUZ5K9j3g2ZeOajPtw" alt=""><figcaption></figcaption></figure>

</details>

### <mark style="color:red;">3. Data Type Functionality</mark> <a href="#id-3.-data-type-functionality" id="id-3.-data-type-functionality"></a>

You can tag your prop traders as "Real" or "Demo" to ensure your Prop Challenge Dashboard reflects only live client data, providing cleaner and more actionable insights for effective decision-making.

{% stepper %}
{% step %}

#### Navigate to Participants

1. Navigate to Prop Trading > Participants.<br>

   <figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F05YoQWKM2MpixhD8oeZm%2Fimage.png?alt=media&#x26;token=e902671e-ad74-4d35-ba63-8edd24cc0600" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Amend Data Type

1. Locate the client you want to amend Data Type for.Comment
2. Click the "Edit" icon.<br>

   <figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FfRBddU5f5qVtjnjF47tp%2Fimage.png?alt=media&#x26;token=a7822c5b-4421-4023-8089-cadd4ea6fe17" alt=""><figcaption></figcaption></figure>
3. Select "Real" or "Demo".<br>

   <figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FdIRmAv2m3AoxMag8RqYq%2Fimage.png?alt=media&#x26;token=4034d6b0-6460-4301-99e5-96021998ce4d" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Save Your Changes

1. Click "Save". \
   \
   ![](https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FjDyNTPD9SHl1Umbmq83s%2Fimage.png?alt=media\&token=2160a17a-09d2-4f27-852a-5e9e9111192c)<br>
2. The Data Type will be updated accordingly and the data from this participant will no longer be considered or displayed in the Prop Dashboard.​<br>

   <figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FcBS8L4g7eJcFgG8h69ey%2Fimage.png?alt=media&#x26;token=89800992-3ffc-4392-af81-20ac559e5800" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://reference-guide.gitbook.io/prop-trading-back-office-user-guide/9.-participants.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
