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Work efficiently with multiple tabs and split view

Soldo is designed to support the way you work, whether that’s multitasking across sections or keeping key information visible while making changes. By using multiple tabs or enabling split screen views in your browser, you can stay organised and get more done with fewer clicks.

Need to manage users while reviewing a wallet, or compare card settings side by side? You can open different areas of the Soldo web app in separate tabs. 

With multiple tabs and split views, you'll be able to:

  • Reference key data while completing other tasks.
  • Switch between sections faster, no back-and-forth navigation.
  • Compare, review, and configure different parts of your account more efficiently.

How to open a section in a new tab

Who: All users
  1. Right-click any item in the main navigation menu (e.g. Home, Cards, Wallets).
  2. Select Open in new tab.
Note: If a navigation item has sub-menu options (like Cards or Wallets), make sure to first expand the menu. Then, right-click one of the sub-menu items. Right-clicking a collapsed menu item won’t open the correct link in a new tab.

WC_MainMenu_NewTab_202512_Surface_EN.png

Note: Your session stays active across multiple tabs in the same browser window. If you open a new browser window (or a different browser entirely), you may need to log in again. This is a standard security measure to help protect your account.

What happens when you switch roles

If you change roles in one tab (for example, from Super admin to Employee), the other open tab will automatically update to your new role on first interaction with it. This helps keep your permissions consistent.

Using split view in Chrome or Edge

Who: All users

If you want to see two Soldo tabs side-by-side, the latest versions of both Google Chrome and Microsoft Edge offer built-in split view options.

Note: Split view isn’t part of the Soldo platform, it’s a browser feature designed to help with multitasking. How it works (or whether it’s available) depends on the browser you’re using. For the best results, check your browser’s official support pages. While split view can be a great productivity tool, please keep in mind that Soldo doesn’t control or support this feature directly.

In Google Chrome

  1. Open two Soldo tabs.
  2. Right-click one tab from the browser bar, then choose Add tab to new split view.
    WC_MainMenu_NewTa_Split_202512_Surface_EN (1).png
  3. Select another open tab to pair with.
    WC_MainMenu_NewTab_ChooseSplitAnnoatated_202512_Surface_EN.png
  4. Both will now display side-by-side in one window.
    WC_MainMenu_NewTab_SplitView_202512_Surface_EN.png

Manage your split view

When you've entered split view, you'll be able to manage the view by:

  • Swapping sides – Reverse left and right views.
  • Close left or right tab – Close tab entirely.
  • Separate views – Return to normal tabs by separating the split layout (both tabs will remain open).

To manage the view:

  1. Right-click the split tab from the browser bar, then choose Arrange split view.
    WC_MainMenu_NewTab_SplitViewArrangeAnnotated_202512_Surface_EN.png

In Microsoft Edge

  1. Open two Soldo tabs.
  2. Select the three dots (more options) in the top-right of the browser window.
    WC_MainMenu_NewTab_SplitEdgeOptions_202512_Surface_EN.png
  3. Choose Split screen from the menu.
    WC_MainMenu_NewTab_SplitEdge_202512_Surface_EN.png
  4. Select a second open tab to display alongside the first.
    WC_MainMenu_NewTab_SplitEdgeTabSelect_202512_Surface_EN.png
  5. Both will now display side-by-side in one window.
    WC_MainMenu_NewTab_SplitEdgeSplitView_202512_Surface_EN.png

Other browsers

Other browsers may also offer similar side-by-side or split-view features. For the most up-to-date instructions, check the official support pages for your browser.

Hints and tips for working across tabs and split views

Refresh tabs after making changes

If you make configuration changes (such as editing users or updating wallets) in one tab, any other open tabs may not reflect the latest updates straight away. Before continuing work in another tab, refresh it to ensure you're working with the most up-to-date data.

Quickly refresh by using the Home button

You don’t need to reload the entire browser window. A fast way to refresh any Soldo tab is to simply click Home in the main navigation menu.

WC_Dahboard_HomeAnnotated_SA_202512_Surface_EN.png

Collapse the navigation menu for more space

When working in split view, collapsing the main navigation menu gives you more space to focus on the content in each view. This is especially useful on smaller screens or when reviewing data side by side.

Learn how to collapse the menu

WC_MainMenu_NewTab_SplitViewCollapsed_202512_Surface_EN.png

Use multiple languages at once

If you're working in split view, you can display each Soldo tab in a different language. For example, view the platform in English on one side and in Italian on the other, perfect for international teams or cross-market reviews. For more information on switching languages, see: Switch the language of your Soldo web app.

WC_MainMenu_NewTab_SplitViewMultiLangauage_202512_Surface_EN.png

Availability

Who: All users
Pricing plan(s): Standard, Plus, Unlimited
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