# 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 button in the top-right <img src="https://1342046618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbenSEfMyYbRWLaKU6iTs%2Fuploads%2Fgit-blob-29c88b446338179ac44141ec1e2246fe902742ea%2FScreenshot%202025-12-01%20at%2023.00.49.png?alt=media" alt="" data-size="line">, and click 'Settings' in the menu. Once open, depending on your account's entitlements, you will see the following options:

* [#profile-details](#profile-details "mention")
* [#contract-and-usage](#contract-and-usage "mention")
* [#business-information](#business-information "mention")
* [#team-members](#team-members "mention")
* [#workspaces](#workspaces "mention")
* [#api-access](#api-access "mention")
* [#webhooks](#webhooks "mention")

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### Profile details

This section contains your personal account information shown across the platform and in supply-chain connections.

**You can**

* Review your **name** and **email**
* **Edit your name**

<figure><img src="https://1342046618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbenSEfMyYbRWLaKU6iTs%2Fuploads%2Fgit-blob-3f6ecd6fa57479055b763f0c594d21e60ee1da6c%2FScreenshot%202025-09-15%20at%2016.53.59.png?alt=media" alt=""><figcaption></figcaption></figure>

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### Business information

This section shows your organisation’s business information that is shared with connections and used for submitting due diligence statements to TRACES.

**You can**

* Edit and update **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**

<figure><img src="https://1342046618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbenSEfMyYbRWLaKU6iTs%2Fuploads%2Fgit-blob-fe09c9bb93b5e2d76a858207acefb32039784f34%2FScreenshot%202025-09-15%20at%2016.54.45.png?alt=media" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1342046618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbenSEfMyYbRWLaKU6iTs%2Fuploads%2Fgit-blob-c78b0946ca8aed3693cad8c6c0bebb4e587a8008%2FScreenshot%202025-09-15%20at%2016.56.13.png?alt=media" alt=""><figcaption></figcaption></figure>

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### Contract and Usage

This section shows details of your contract and usage of Precision Analytics, where relevant.

<figure><img src="https://1342046618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbenSEfMyYbRWLaKU6iTs%2Fuploads%2Fgit-blob-49629e770bec01b37eb36180cb10c6bd84cdebd8%2FScreenshot%202025-11-25%20at%2009.48.54.png?alt=media" alt=""><figcaption></figcaption></figure>

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### Team members

This section allows you to manage the team that you work with in TradeAware.

**You can**

* **Invite** new users and manage their **status** (Active/Invited)

<figure><img src="https://1342046618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbenSEfMyYbRWLaKU6iTs%2Fuploads%2Fgit-blob-ad7d8bfdf7b507f3d2ce8786ecd693145435a176%2FScreenshot%202025-09-15%20at%2016.54.54.png?alt=media" alt=""><figcaption></figcaption></figure>

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### Workspaces

This section shows separate business areas under one login. Each workspace has its own suppliers, plots, transactions, and documents—data is not shared between them. For more information see [managing-workspaces](https://docs.live-eo.com/tradeaware/using-the-tradeaware-web-app/settings-guide/managing-workspaces "mention")

**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>

<figure><img src="https://1342046618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbenSEfMyYbRWLaKU6iTs%2Fuploads%2Fgit-blob-fde1d1b573e6b287cad35320df96d2e056fb3105%2FScreenshot%202025-09-15%20at%2016.55.06.png?alt=media" alt=""><figcaption></figcaption></figure>

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### API access

This section shows credentials for integrating your systems with TradeAware. For more information see [api-access-and-business-account-registration](https://docs.live-eo.com/tradeaware/using-the-tradeaware-api/api-access-and-business-account-registration "mention")

**You can**

* View / copy your **Client ID** and **Client Secret**
* **Rotate** credentials if required
* Open the **API documentation** to implement or update your integration

<figure><img src="https://1342046618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbenSEfMyYbRWLaKU6iTs%2Fuploads%2Fgit-blob-526503d6833fbbb5c6a55b4ab2b4aad0d3960098%2FScreenshot%202025-09-15%20at%2016.55.17.png?alt=media" alt=""><figcaption></figcaption></figure>

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### Webhooks

This section shows outbound notifications for events in TradeAware. For more information see [webhooks](https://docs.live-eo.com/tradeaware/using-the-tradeaware-api/api-reference/webhooks "mention")

**You can**

* **Add** a webhook URL
* Monitor **Status** and **Error rate**
* **Replace** or **pause** endpoints during maintenance

<figure><img src="https://1342046618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbenSEfMyYbRWLaKU6iTs%2Fuploads%2Fgit-blob-be4c43a9cb99e2e31f6833b24c5e5b1c618171a8%2FScreenshot%202025-09-15%20at%2016.55.28.png?alt=media" alt=""><figcaption></figcaption></figure>

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### 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.
