# Client Profile https://docs.wisecp.com/de/client-profile Manage a client's identity and contact details, account security, billing exceptions, and saved cards in one record to keep the account current and controlled. ## Opening the Screen Open a client and choose the **Profile** tab: `{admin}/users/detail?id={client}&tab=profile`. Its four inner sections carry their own address, so a link can point straight at, say, the security section. ## What Is on the Screen - **General**: Account details and preferences: name, company, contact details, language, currency, group and billing exceptions. - **Security**: Two-factor authentication, access restrictions and the requirements this client must meet. - **Cards**: Payment cards the client has stored for renewals. - **Custom Fields**: The extra fields your installation asks clients for. ### General The same fields the record was created with, plus what the account has gathered since: the client group, the account status, the registration and last-sign-in dates, and the notification preferences. Switching the account type to corporate opens the company fields. An individual account that already carries company details keeps them visible, so you can correct or clear them. One without any shows a short note in their place. ### Security Everything here applies to this client alone and overrides nothing else on the installation. - **Two-factor authentication**: Shows whether it is on and which method is active. You can switch it off; you cannot switch it on for the client, because some methods can only be set up by the person holding the device. - **Block proxy use**: Refuses access to this client through proxy servers. - **May use proxy/VPN**: The opposite exemption: lets this client through even when the installation blocks proxies. - **Force document verification**: Requires this client to verify their identity with a document before they can carry on. - **Block payment methods**: Removes the selected payment methods for this client only. The list offers the payment methods that are active on the installation, plus any method this client already has blocked or has a saved card with. - **Date of birth required**: Makes the client state a date of birth on their account. ### Cards Cards the client stored themselves, for renewals and one-click payment. The panel never shows a full card number - only what is needed to tell one card from another. A card can be removed from here; it cannot be read out or used on the client's behalf. ### Custom fields The fields defined for your installation, shown as a form you can fill in and save. Each field keeps the type the installation gave it: text, long text, a list, a single choice, several choices or a date. A field hidden from the client or locked for the client carries that mark next to its name. You can still enter a value there; that is how a value the client cannot type themselves gets in. A field marked required must not be saved empty. ## Tasks ### Move a client to another group 1. Open the General section and pick the group. 2. Save. Group pricing and discounts apply from the next order onwards; existing services keep the price they were sold at. ### Turn off two-factor authentication for a client who is locked out 1. Open the Security section and use the disable action. 2. Confirm. The client can sign in with their password alone, and can set the method up again themselves. ### Exempt a client from an automatic action 1. Open the General section and switch on the exception you need: never suspend, never cancel, no late fee, or tax exemption. 2. Save. From then on the automation skips this client for that action. ### Fill in or correct a custom field for a client 1. Open the Custom Fields section and enter or pick the value; clear the field to remove a value. 2. Click **Save Changes**. The client sees the new value under their account settings unless the field is hidden from them. ## Things to Watch > **Exceptions stay until you take them off** > > Never suspend, never cancel and no late fee do not expire with the case that justified them. Set them for the few accounts that need it, and take them off when the reason ends. > **Two-factor can be switched off, not on** > > Some methods need the client's own device to be set up, so the panel can only remove the requirement. Enabling it again is the client's job, from their account settings. > **The e-mail address is the client's identity** > > It is what they sign in with, and no two clients can share one. Changing it here changes their sign-in name. ## Required Privileges Reading the tab comes with the client record. Saving anything needs `USERS_OPERATION`; without it the fields are shown but the form cannot be submitted. ## Related Articles - [Client Detail Overview](https://docs.wisecp.com/en/client-detail-overview) - [Creating a Client](https://docs.wisecp.com/en/creating-a-client) - [Client Contacts](https://docs.wisecp.com/en/client-contacts)