When a user requests a pre-clearance, the administrators will be notified by a message in their trading channel. The admin can also see open items in the to-do section of the tasks page.
To review a trade request from the dashboard:
- Click the trade requests card in the pending column. If the card is not there, that means there is nothing to review.
- The tasks page will have a list of items awaiting review, click on the trade request that you'd like to research.
- A card will be displayed with all pertinent information about the trade. Review the request, and click approve or deny, and optionally enter a note. The user will receive a notification that the trade request has been reviewed and approved or denied.
- To view the full list of messages in the trading channel, click the 'x' on the filter above the channel.
- Messages are displayed in the order they are received. Any pre-clearance requiring review will be marked with an action required message in red text.
To review a trade request from messages:
- Click messages in the navigation pane on the left of the screen
- Click on the trading channel
- Messages are displayed in the order they are received. Any pre-clearance requiring review will be marked with an action required message in red text.
- Click on a card requiring attention. The card will expand, displaying all pertinent information about the trade. Review the request, and click approve or deny, and optionally enter a note. The user will receive a notification that the trade request has been reviewed and approved or denied.