TradeMaster Transactions supports three types of users: Clients, Collaborators, and Staff. Each user type has specific roles and permissions within the platform.
User Types Overview
TMT manages three distinct user types:
- Clients: Event producers and organizers who create and manage events
- Collaborators: Team members associated with specific clients
- Staff: Internal TMT administrators with system-wide access
Creating a Client User
Clients are organizations or individuals who produce events. They require comprehensive legal documentation and banking information.
Navigate to User Management
From the main navigation, go to Users > Clients > New Client.
In the “Cambiar Foto” section:
Click the Cargar button
Select a JPG, GIF, or PNG image (max 800KB)
Preview the uploaded image
Click Reiniciar to remove and start over if needed
Provide login credentials:
Enter a password (minimum 6 characters)
Confirm the password in the second field
Both passwords must match
Complete the “Detalles Personales” form:
Nombre / Razón Social: Legal or business name
Nombre Comercial: Commercial/trading name
Correo Electrónico: Valid email address
Teléfono: Contact phone number with country code
Provide the client’s business address:
País: Select country from dropdown
Código Postal: Postal/ZIP code
Ciudad: City name
Dirección: Complete street address
Upload Legal Documentation
All four legal documents are mandatory and must be in PDF format.
Upload the following required documents:
Registro Mercantil: Commercial registry certificate
Última Acta de Asamblea: Latest assembly minutes
Registro de Información Fiscal: Tax registration document
Licencia o Patente Comercial: Business license
Click Seleccionar archivo
Choose the PDF file
Use the trash icon to remove if you need to replace it
Choose the appropriate classification:
Persona Natural: Individual/Natural person
Persona Jurídica: Legal entity/Corporation
Provide information about the legal representative:
Nombre: Full name
Cédula: ID/identification number
RIF: Tax identification number (RIF)
Enter details for the primary contact:
Nombre: Contact person’s full name
Cédula: Contact person’s ID number
Add at least one bank account for payouts:
Fill in the first account:
- Tipo de Cuenta: Nacional or Extranjera
- Banco: Bank name
- Número de Cuenta: Account number
- Moneda: Currency (USD, EUR, or VES)
Click Agregar Cuenta to add additional accounts
Use the trash icon to remove unwanted accounts
You must have at least one complete bank account to submit the form.
Click Guardar to open the confirmation dialog
Review all bank account information carefully
Confirm the submission
Verify all bank details before confirming. Incorrect banking information may delay payouts.
After confirmation, the system will:
Create the user account
Upload all documents to secure storage
Generate a unique client ID
Display a success notification
You’ll be redirected to the clients list where the new client will appear.
Creating a Collaborator User
Collaborators are team members who work under specific clients or TMT directly.
Navigate to Collaborators
Go to Users > Collaborators > New Collaborator.
Click Cargar in the “Cambiar Foto” section
Select an image file (JPG, GIF, or PNG, max 800KB)
Use Reiniciar to remove the image if needed
Create login credentials:
Enter a secure password (minimum 6 characters)
Confirm password - must match exactly
Use the visibility toggle to show/hide password as you type
Complete the personal details:
Nombre: Full name
Correo Electrónico: Email address
Tipo de Identificación: Select ID type from dropdown
Número de Identificación: Enter ID number (numbers only)
Teléfono: Phone number with country code selector
Tipo de Cuenta: Select collaborator role from dropdown
Cliente / Productor: Select the client they’ll work under
- If creating as a client, this defaults to your organization
- TMT staff can select any client or “TradeMaster Transactions”
Provide location details:
País: Country selection
Código Postal: Postal code
Ciudad: City
Dirección: Street address
Submit and Send Confirmation
Click Guardar to create the account
The system automatically sends a confirmation email
The collaborator must verify their email before accessing the platform
Collaborators receive an email with an encrypted confirmation link valid for 24 hours.
Creating a Staff User
Staff users are internal TMT administrators with system-wide permissions.
Navigate to Users > Staff > New Staff.
Upload Photo and Set Role
Upload a profile photo (JPG, GIF, or PNG, max 800KB)
Select Perfil del Usuario from the hierarchy dropdown
Choose the appropriate access level for this staff member
Create secure login credentials:
Enter password (minimum 6 characters)
Confirm password in the second field
Provide staff member information:
Nombre: Full name
Correo Electrónico: TMT email address
Teléfono: Contact phone number
Complete location information:
País: Country
Código Postal: Postal code
Ciudad: City
Dirección: Address
Click Guardar to create the staff account. The user can immediately access the platform with their credentials.
Best Practices
Keep information accurate: Ensure all contact details and documentation are current and valid.
Document Management
- Always upload clear, legible scans of legal documents
- Ensure documents are not expired
- Keep a backup of all uploaded documents
- Update documents promptly when they expire or change
Password Security
- Use strong passwords with a mix of characters
- Avoid sharing credentials
- Update passwords regularly
- Never reuse passwords from other systems
- Verify email addresses are correct before submission
- Use business email addresses for clients
- Keep phone numbers updated for important notifications
- Provide alternative contacts when possible
Managing Existing Users
After creation, you can:
- View user details: Click on any user in the table to see their profile
- Edit information: Use the edit button to update user details
- View activity: Check user’s events, contracts, and transaction history
- Manage status: Activate or deactivate user accounts as needed
Troubleshooting
If you see validation errors:
- Check all required fields are filled
- Ensure email format is valid
- Verify phone numbers include country codes
- Confirm passwords match exactly
- Make sure all documents are uploaded
Document Upload Issues
- Ensure files are in PDF format
- Check file sizes are within limits
- Verify documents are not corrupted
- Try using a different browser if uploads fail
Bank Account Errors
- At least one complete bank account is required for clients
- All four fields must be filled for each account
- Currency must match account type and bank