Settings Guide

The Settings panel holds your account and organisation configuration. Use it to keep details current, manage the legal entity that files your DDS in TRACES, invite colleagues, and connect integrations.

Accessing Settings Open Settings via your avatar in the top-right, and click 'Settings' in the drop down menu.

Profile details

Your personal account information shown across the platform and in supply-chain connections.

You can

• Review your name and email

• Edit profile when details change

Business information

Your organisation’s registered details used when creating and submitting DDS. Keeping these accurate avoids friction at submission time.

You can

• Maintain Company name, VAT, EORI, address and country

• Copy your Business ID (account identifier) when needed for support

Legal Entities

Register the legal entities (subsidiaries/branches) that may file DDS on behalf of your business. Selecting the correct legal entity per transaction ensures the right business details are sent to TRACES.

You can

• Create a legal entity (name, address, postcode, city, country code, EORI and/or VAT, optional email)

• Edit or remove an entity when details change

• In Create a transaction, choose Select legal entity to decide who files the DDS

• See the responsible entity in the Legal entity column of the Transactions table

Notes

• If no entity is selected, the system defaults to the first legal entity you registered for your business

• EORI is required for Import/Export; VAT can be used for Domestic/Trade

Team members

Invite colleagues to work with you in TradeAware.

You can

• Invite new users and manage their status (Active/Cancelled)

• Remove access when someone leaves

Workspaces

Separate business areas under one login. Each workspace has its own suppliers, plots, transactions, and documents—data is not shared between them. Ideal for multi-brand or multi-region operations.

You can

• Create a new workspace when you need an isolated data area

• Switch between workspaces

• View each workspace’s EORI, VAT and Country

Tip: Make sure you are in the correct workspace before creating or submitting transactions. More details: Managing Workspaces → https://docs.live-eo.com/tradeaware/using-the-tradeaware-web-app/managing-workspaces

API access

Credentials for integrating your systems with TradeAware. Enables secure automation of supplier sync, plot uploads and transaction flows.

You can

• View / copy your Client ID and Client Secret

• Rotate credentials if required

• Open the API documentation to implement or update your integration

Webhooks

Outbound notifications for events in TradeAware (e.g., transaction status changes). Keep your ERP or messaging tools in sync without polling.

You can

• Add a webhook URL

• Monitor Status and Error rate

• Replace or pause endpoints during maintenance

FAQs (additions)

What’s the difference between my Business and a Legal Entity? Your Business is your TradeAware account. A Legal Entity is a registered record (name, address, EORI/VAT) that can file a DDS in TRACES. One business can contain multiple legal entities.

Why do I need a Legal Entity on a transaction? TRACES requires the exact legal entity responsible for the filing so the correct name, address, and EORI/VAT appear on the DDS. Each transaction must specify one legal entity (the DDS primary actor).

Do I need a separate supplier list per legal entity? No. Suppliers and transactions are shared at account level. You simply choose the filing legal entity per transaction.