1. Dashboard: Your Account Overview

When you log in, you'll land on the Dashboard. It provides a real-time snapshot of activity across your account, including sales volume, purchase volume, total transaction value, and available credit (if trade finance has been approved).

Think of the Dashboard as your control panel — it gives visibility, not workflow. Use it to monitor active trading activity, check overall transaction performance, confirm available financing capacity, and track platform usage at a glance.

If you are brand new and have not yet transacted, your Dashboard may appear empty. This is normal — it will populate automatically once activity begins.

2. Contacts: Organizing Your Trading Relationships

The Contacts section shows the businesses you work with on Alethium. From here you can view connected counterparties, track who you have traded with, and manage ongoing relationships.

If a customer isn't yet on Alethium, you can invite them directly from the Contacts section — enter their email address and they'll receive an invitation to register. Once they complete registration, they'll appear as a connected contact and become eligible to use trade financing on invoices you send them.

3. Settings: Configure Your Account Details

The Settings section contains important account-level information. This is where you manage bank account details, payment information, and company-level configuration. Before issuing invoices or receiving funds, confirm your bank details are accurate and any required company information is complete. Only company admins can update Settings.

4. Team: Add Colleagues and Assign Permissions

Alethium allows multiple team members to operate under one company account. In the Team section, you can add colleagues, assign roles and permissions, and control who can issue, approve, or manage transactions.

If you are the first person from your company to register, you are automatically an administrator. As an admin, you are responsible for managing access and ensuring permissions are correctly assigned.

What to do next

  • Confirm bank details in Settings
  • Add relevant colleagues in Team
  • Ensure trading partners appear in Contacts

You are then ready to begin issuing or approving invoices using the Buying and Selling modules.

Common questions

Who can update Settings?
Only company admins can update bank details and payment information in Settings. If you need to make a change and don't have access, ask your company administrator.
Can I add multiple admins?
Yes. As an administrator, you can assign the admin role to other team members in the Team section.
Why is my Dashboard empty?
If you're new and haven't completed any transactions yet, your Dashboard will appear empty. It populates automatically once trading activity begins.
How do I invite a colleague to join my company account?
Go to the Team section, click Manage Your Team, then Invite a New Team Member and enter their email address. They'll receive an invitation to register and will automatically be linked to your company once they complete sign-up. See the Adding Team Members guide for a full walkthrough.
What permissions can I assign to team members?
As a company admin you can assign roles and permissions to each team member — controlling who can issue invoices, approve orders, manage contacts, and access settings. Permissions are managed from the Team section.

Still need help? Our team is happy to walk you through any questions you still have.

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