3 Launching Thredd Portal: Cards and Transaction Management

The Thredd Portal: Cards and Transaction Management application runs in the browser. The browser displays the Thredd Portal: Cards and Transaction Management Log In page when you first enter the Thredd Portal: Cards and Transaction Management URL.

To start Thredd Portal: Cards and Transaction Management:

  1. Open a browser and navigate to the Thredd Portal URL (https://console.thredd.cloud)

  2. Enter your email address into the field provided.

    If your company has set up SSO, you will not need to enter a password and will be logged into Thredd Portal.

 

3.1 View the Thredd Portal: Cards and Transaction Management Home Page

The home page is displayed when you first login to Thredd Portal: Cards and Transaction Management.

Figure 2: The Thredd Portal: Cards and Transaction Management home page

You can access the following functions, when you are logged in to Thredd Portal: Cards and Transaction Management:

  • Home - Search for cards or transactions using Card Tokens or Transaction IDs.

  • Cards and Transactions - Use additional criteria to search for cards and transactions, view card details and manage cards by performing card actions.

  • Quick Links - Quick access to other services and resources, such as our Customer Support portal and REST API documentation.

  • Feature Request - Create a feature request to remedy an existing issue. Provide supporting material and a description of both the problem and the feature.

  • Documentation Portal - Navigate to the Thredd Documentation Portal to access all the latest Thredd documentation.

  • Log Out - Click the User icon at the top right of the screen to log out.

3.2 User Details

Click on the icon in the top-right corner to view your user details. A drop-down window displays the name and email address of the currently logged in user, as well as the server you're currently on.

3.2.1 Region

If you have administrator rights, you can configure the server for providing search results relevant to your region. To change the region:

  1. Click on your user profile icon.

  2. Expand the Configure Region option from the pop-up menu and click the current region.

  3. Click Default. The Configure Region screen appears with the currently selected region as the Active region.

  4. In the Configure Region screen, select the region that you want to connect to.

  5. Click Save.

To ensure that you remain in the same region for the login session, make sure you use the same browser session and do not clear the browser cache.

3.2.2 Configure PM Code

You can select which Product Manager you use in Thredd Portal. If you have more than one programs you can select a different Program Manager ID from this section.

To change the default PM code:

  1. Click on your user profile icon.

  2. Click the Configure PM Code button. The Configure PM code window displays.

  3. Click Configure as default PM code for the PM you want to use.

  4. Click Save.

3.3 Next Steps