In this page, user will find more information about the Admin module and more specifically on : 

• GlobalTrade modules

• Common components
• How to log in    
• Sign out
• Reset a password        
• Navigation & Menu   

Overview of Globaltrade modules

The @GlobalTrade platform is a corporate multi-bank trade finance web-based software application that enables corporates to connect with multiple financial institutions and consolidating all trade finance instruments. The platform consists of various Systems and each system has distinctive features, which users can avail based on their requirements.

 The systems of the @GlobalTrade platform are shown in the following image: 

• GTI (Guarantee Issuance System) is a corporate multi-bank web tool, which helps you to handle issuance of different types of guarantees: Standby Letters of Credit, Bank guarantee, Corporate guarantee, Surety bond, and Comfort letter. GTI System allows corporations to improve management of Standby Letters of Credit and Guarantees across all their business units and banks. It simplifies allocation and monitoring of credit facilities.
• GTR (Guarantee Receipt System) is a corporate multi-bank web tool, which helps you to handle different types of guarantees: Standby Letters of Credit, Bank guarantee, Corporate guarantee, Surety bond, and Comfort letter. GTR System enables treasury to monitor all received guarantees and allocate them to respective business units.
• DCE (Export Documentary Collection System) is a corporate multi-bank web tool, which helps user to capture DCE information in the System, update this information in the real time, collaborate with internal and external parties on document preparation, make paper and/or electronic presentations, record acceptance information and payments.
• RFM (Receivables Finance Management System) 
• DCI (Import Documentary Collection System) 
• LCI (Import Letter of Credit System) is a corporate multi-bank web tool, which helps Corporate Customers to improve Import Documentary Credit management across all their divisions and multiple banks and simplifies the allocation and monitoring of credit facilities.
• LCE (Export Letter of Credit System) is a corporate multi-bank web tool, which helps user to capture LC information in the System, update this information with accepted amendments, collaborate with internal and external parties on document preparation, make paper and/or electronic presentations and record acceptance information, discrepancies and payments.
• Market (RFQ module)

Common Components

• Company and User Profile – user lists, user management, company lists, company management
• System Tools - Address Book of company business partners, Clause list of frequently used text entries and Activity log feature recording all system activities
• System Configuration & Set-up - allows setting various tasks and alarm notifications, replacement of contact e-mails, fee calculation set up, automatic allocation, document template set up, updating BIC data, configuration of internal information data and approval module set up
• Reports - includes set up of different report templates, report schedules and generated reports
• Message Box – incoming and outgoing SWIFT and DTA messages as well as free format message handling
• Activated Alarms list – view and update generated alarms related to your user
• Activated Tasks list – view and update generated tasks related to your user

How to log in

User can connect simply by having an Internet connection and by opening a web browser such as Microsoft Edge or Google Chrome.

Connect easily with your email address & password or using SSO if set up with the user’s company.

The “Request Guarantee” is a one time link for unregistered user to request a guarantee only, no other functionalities available.

If you are registered with more than one company, you will be directed to the page to choose the correct company. Select & Click the company from the drop‐down list of companies. This option to switch between different entities is also available on the master page on the top right.

You will enter the Master Home page of the selected company .This is your dashboard, where you can see a summary of all transactions.

Top Left: At any page, you can click the @GlobalTrade to go back to the Master Home Page.

Top Right, you will see a multi-color icon, Click to access the different systems, specified in your profile.

• GTI      Guarantee Issuance
• GTR    Guarantee Receipt
• LCI     Letter of Credit Import
• LCE     Letter of Credit Export

Sign out

User clicks Sign Out to log off from the system

Reset a password

Click on the user list on the right to display the list of all the users.

Once on the user list, click on the line of the user that needs to reset password.

• If it is for the user connected, he will be able to change it directly in the UI" by clicking on "Change password"
• If it is for another user, it will say “reset password” and the user will receive an email to reset password

Navigation & Menu explication

System buttons are in grey color that you see on the pages, for example, “Edit Details”, “Save”, “Cancel”, “Set to New”, etc. For user convenience, the buttons are displayed both at the top and at the bottom of the page.

Always use the buttons on the page. Do not use “Enter”, “Back” and “Forward” buttons of your internet browser. This will interrupt your transaction.

You may not be able to see or select all the available options. It is determined by your user's access rights. Once you click on “Menu”, the following options are available:

• Company and User Profile : Company listings, Company management, User lists, User management…
• Transactions: To display messages based on the type of messages: issuance, amendment…
• Facilities : Credit lines list and set up
• Tools: Address Book of company business partners and Clause list of frequently used text entries
• Settings: System Configuration and setup. This allows setup for various Tasks and Alarm notifications, Automatic allocation, Field configuration of internal information data, Template library setup, Approval module setup (WAM), Automatic status change & System prompt setup.
• Reports ‐ Setup of different Report templates, report schedules and generated reports