This document covers the following topics:
Navigate to a Wallet
- Enter the 'Name' or 'ID Number' of the member or employee you'd like to review into the search bar:
- As you type, Trades Wallet will search within the system for Wallets that best match your query.
Upon selecting a relevant Wallet entry, you will be presented with the following tabs with which you can refine how you would like to interact with the Wallet.
Wallet Details - Account Tab
The 'Account' tab of the Wallet will present general details, including the Wallet holders full name as well as the organization that owns the Wallet.
If a 'Profile Picture' has been established for the Wallet it will also be presented here to view.
NOTE: As a 'Basic' member, you will not be permitted to edit or modify any information for the Wallet holder.