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'Office Administrator' Role

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This FAQ covers the following topics:

What is an 'Office Admin' within Trades Wallet?

Within Trades Wallet, an 'Office Administrator' is responsible for managing the day to day operations of Trades Wallet on behalf of your organization. 

Office Admins will utilize the Web Admin Portal, and if needed, the mobile Field Scanner app, to view and modify Wallet details for your members or employees. 

What levels of 'Privilege' can be assigned to an 'Office Admin'?

Assigning your administrator 'privileges' will define the level of access that administrator will have access to:

  • Back Office Privilege - This privilege level is used for 'Back Office Administrators' to gain access to the Web Admin Portal and the mobile Field Scanner app. With this level of privilege, and administrator can create new wallets and manage their contents but cannot access the 'Reports' tab nor make any changes to the system on behalf of your organization. 

  • Run Reports Privilege - This privilege level is used for 'Back Office Administrators' who require access to the 'Reports' tab within the Web Admin Portal. An admin must have the 'Back Office Privilege' as a pre-requisite. 

    NOTE: No Privilege is reserved for 'Worksite Administrators' who will not require access to the main Web Admin Portal, but will still have access to view credentials via the mobile Field Scanner app.

Office Admin Functionality (Web Admin Portal)

Using the Trades Wallet Web Admin Portal, an 'Office Administrator' is responsible for the overall management of Trades Wallet on behalf of your organization. Using the Web Admin Portal, administrators have the capacity to complete a multitude of actions including:

Assigning an 'Office Administrator' Role

For more information on how to create an 'Office Administrator' role within Trades Wallet, click here.  

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