This document covers the following topics:
The Web Admin Portal
Trades Wallet is comprised of a robust Web Admin Portal (www.tradeswallet.com), as well as two companion mobile applications that interface with the Web Portal to share information in real time.
The Web Admin Portal is used by your Administrators to manage the day-to-day operations of your Trades Wallet account and includes functionality the enables your Admin to:
- View Wallet Details
- Complete Pre-Qualifications
- Export Reports
When you 'Sign In' to the Web Admin Portal you will land on the Trades Wallet 'Home Page', also known as the 'Dashboard':
Learn about new functionality...
You can also visit our support portal's 'Release Notes' section, found here, to learn more about what we're working on for you.
Filter your Results!
Use this toolbar to search for, or create a NEW, Trades Wallet on behalf of your Union or organization:
To the right of the Trades Wallet Global Search Bar you will find a slider button labelled "Trusted?".
Toggling this allows a user to filter search queries to return results for Wallets owned and managed by your organization only (Trusted set to No), or expanded to include those Wallets owned and managed by members of your Trades Wallet network (Trusted set to Yes).
Selecting this icon will return you to the Home Page, otherwise known as the Dashboard.
Selecting this icon will navigate you to the 'Help' page. Here you can submit a support request, access our support portal or view tutorial videos.
Settings Secondary Toolbar
Selecting this icon will reveal a secondary toolbar used to complete administrative tasks:
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