Access and client

To work with TRADElube you need two things, and they come from different directions: a user account, which you create yourself, and a client, which we set up for you. This page takes you from the first visit to the signed-in interface and then shows where your client, your colleagues and the language settings live.

Getting access

TRADElube runs as a service at app.tradelube.com. There is nothing to install, a browser is all you need.

The first step is yours: you create a user account through the link Register in the header. You enter an email address, a postal address, a VAT ID, a phone number and a password. A mail with a confirmation link follows, and only that click makes the account valid.

Between the two sits the software license agreement. You conclude it online, in your user account, and the section "Your own user account" below describes how. No appointment and no signed sheet of paper are needed for it.

The second step is ours: we create the client, once the agreement is in place. Along with it we set up the initial configuration, meaning the channels you actually want to work with. So those are usually there by the time you sign in for the first time. The introduction describes what that service covers.

A user account without a client is a normal in-between state: you are registered, and once the client is set up you will find it under the same sign-in.

Signing in

On the sign-in page you fill in the fields Email and Password.

Sign-in form with the email and password fields

Tick the checkbox Remember Me to stay signed in after closing the browser, so the next visit takes you straight into your client without a password. On a shared machine, please leave it unticked. Whoever opens the browser after you would otherwise be standing in your client, and with full rights at that: there is no gradation of them inside a client.

If you have forgotten your password, follow the link Reset Password: you enter your email address and receive a mail with a link for setting a new one.

After signing in you land on the Dashboard of your client. You can sign out at any time through the link Logout at the top right.

The client

Once signed in, you always work in exactly one client. A client is your own set of data: products, orders, channels, settings. It has a database of its own, and nobody outside it sees what it holds.

The client you are working in is shown at the top left, below the product name and version. The Dashboard names it again explicitly and shows what belongs to it: which functions your license covers, who has access, and which further clients you can open.

Dashboard with the current client, the licensed features and the users who have access

One account may hold several clients, for instance to keep two companies apart. All of them are available under the same sign-in, and the dashboard links them under More Clients. You switch by opening the other client there.

What stays separate is not only the data but the version: every client carries its own, so two clients under the same sign-in may well run on different ones. The only place you notice it is the version number at the top left, because both are operated through the same interface.

Users in the client

Several people may work in one client, each with a user account of their own. The dashboard lists them under User Access, together with who owns the client and who receives which notifications.

All of them see the same things and may do the same things. There is no gradation of rights inside a client, no role that limits a colleague to the product list. If you need separate rights, you work with separate clients.

A further user first registers on their own, exactly as you did. That also holds for somebody outside your company, a service provider maintaining your product range for instance. Attaching them to your client is then ours to do, at your express request, and taking them out again likewise.

That is why User Access is worth a look even when you have nobody to add: it tells you who currently reaches your data. Because everyone may do the same things, the colleague who left the company long ago is not an edge case but the case the list exists for. Let us know, and they are out.

Your own user account

Your user name at the top right, usually your email address, doubles as the link to your User Account. It holds the details about you and your company, and next to them your contracts and your invoices.

The field User Name is the email address you sign in with, and the form will not let you overwrite it. You can still change it: under More Functions you find the links Change Email and Change Password, both confirmed by mail.

Below it sits the Time Zone, the local time you work in. TRADElube converts every time it shows into that zone, from the points in time in the traces to the hours at which your tasks run.

Next to the profile sits what is agreed between you and us. Under Contracts one row per contract leads to the document, with the Status reading Confirmed and Verified or Not Confirmed or Verified. On the contract page you download it through the link Download document, tick the two boxes below it and conclude it with the button Make This Contract Binding. A mail with the contract attached follows, and only the click on the link inside makes it binding. You know that two-stage confirmation from registering already.

Under Invoices sit your invoices with Invoice No., Date and Amount, each one a link to the document. Both blocks appear only once there is something to show.

Switching the language

The language sits in two places, and the two do different things:

The language of the current session is yours to switch with the buttons DE and EN at the top right. It applies immediately and until you sign out. The same switch appears on the sign-in page and in this documentation.
Your default language is what you choose in the field Language of your user account. It is stored permanently and covers the interface as much as the mails TRADElube writes to you. That it exists on top of the switch comes down to those mails: one of them may be written while you are not signed in and no session dictates a language.