Welcome to Soldo! Whether you're new to our platform or just looking for a quick refresher, this orientation video is designed to make your experience as smooth as possible.
In just a few minutes, you'll gain a clear understanding of how to navigate the Soldo web app and discover useful tools that help you manage your account with ease.
Watch the orientation video
Play the short video below for a guided tour of the web app, including:
- Landing on the Home screen
- Using the main navigation menu
- Accessing your personal user menu
- Collapsing the menu for more space
- Working with data tables
Prefer a quick look instead?
Here are a few key things to know if you’d rather scan through or come back later:
The navigation menu
Use the menu on the left to move between Home, Wallets, Cards, Users, Expenses, and more.
Your user menu
Select the three dots (more options) from the main navigation menu to access your user menu. You can:
- Switch roles or accounts
- Change your password
- Switch language preferences
- Access My information
- Set your Out of Office (if enabled on your plan)
- Log out
Availability
Who: All users
Pricing plan(s): Standard, Plus, Unlimited