Getting Started
What is TradePourtal?
TradePourtal is a trade asset management platform built for wineries, breweries, distilleries, and beverage brands. It gives you a branded portal to organize and share tech sheets, bottle shots, logos, sell sheets, and other marketing materials with your distributors and trade partners.
How do I access my portal?
Your portal lives at yourcompany.tradepourtal.com. If you're on the Pro plan, you can also connect a custom domain (e.g., assets.yourcompany.com). Log in with the email and password provided during setup.
What file types can I upload?
TradePourtal supports most common file types:
- Images: JPG, PNG, WebP, SVG, GIF, TIFF
- Documents: PDF, DOCX, XLSX, PPTX
- Videos: MP4, MOV, WebM (Starter and Pro plans)
- Design files: AI, EPS, PSD
How do I upload assets?
Log in to your portal as an admin or editor. Navigate to a brand, then drag and drop files directly into the upload area, or click the upload button to browse your computer. You can upload multiple files at once.
Brands & Organization
How do I create a new brand?
Go to your portal dashboard and click "Add Brand." Enter the brand name and an optional description. Each brand gets its own section in your portal where you can organize assets by category.
What are categories?
Categories help organize assets within each brand. By default, your portal comes with categories like Tech Sheets, Bottle Shots, Shelf Talkers, Logos, Sell Sheets, Press Releases, Photography, and Videos. Admins can create custom categories as needed.
Can I control which assets are public vs. trade-only?
Yes. Each asset can be set to public (visible to anyone who visits your portal) or trade (only visible to logged-in trade partners and team members). This lets you share general marketing materials openly while keeping pricing, sales data, and distributor-specific content gated.
Users & Access
What user roles are available?
TradePourtal has four roles:
- Admin: Full access. Can manage brands, assets, users, categories, and portal settings.
- Editor: Can upload, edit, and delete assets. Cannot manage users or portal settings. (Pro only)
- Trade: Can view and download trade-level assets. Intended for distributor and trade partner access. (Pro only)
- Viewer: Read-only access to public assets.
Essentials includes 1 admin user. Starter plans include Admin and Viewer roles for up to 5 users. Upgrade to Pro to unlock Editor and Trade Partner roles for up to 25 users.
How do I invite team members or trade partners?
Admins can invite users from the Users section of the portal settings. Enter their email address and select a role. They'll receive an invitation link to set up their password and access the portal. Essentials includes 1 admin user. Starter plans support up to 5 users (Admin & Viewer roles). Pro plans support up to 25 users with Editor and Trade Partner roles.
Can I deactivate a user without deleting them?
Yes. Admins can toggle a user's active status from the Users page. Deactivated users cannot log in but their account and history are preserved. You can reactivate them at any time.
Plans & Billing
What plans are available?
- Essentials ($275/mo): 1 admin user, branded portal (yourname.tradepourtal.com), unlimited brands, unlimited distributor access, images & documents (no video).
- Starter ($575/mo): Up to 5 users, branded portal, unlimited brands, unlimited distributor access, images & documents, video support, activity tracking.
- Pro ($825/mo): Everything in Starter plus up to 25 users, Editor & Trade Partner roles, custom domain, version history.
Need more? We offer custom plans for large portfolios. Let's Talk.
Can I upgrade or downgrade at any time?
Yes. Contact us to change your plan at any time. Upgrades take effect immediately. Downgrades also take effect immediately — your existing data is preserved, but you may lose access to features not included in the lower tier (e.g., video uploads on Essentials).
Are there any long-term contracts?
No. All plans are month-to-month. Cancel anytime with no penalties.
Custom Domains
How do I set up a custom domain?
Custom domains are available on the Pro plan. Contact us with your desired domain (e.g., assets.yourcompany.com) and we'll configure it for you. You'll need to add a CNAME record pointing to TradePourtal in your DNS settings. SSL is handled automatically.
Can I use my main domain instead of a subdomain?
We recommend using a subdomain (e.g., assets.yourcompany.com or trade.yourcompany.com) so your main website isn't affected. However, you can use any domain you own.
Security & Data
Where is my data stored?
All data is stored on Cloudflare's global infrastructure. Database records are stored in Cloudflare D1 and files are stored in Cloudflare R2. Both are encrypted at rest and in transit.
How are passwords protected?
Passwords are hashed using PBKDF2 with a unique salt per user. We never store plaintext passwords. Sessions are managed with JWT tokens that expire automatically.
Can I export my data?
Yes. Contact us to request a full export of your assets and metadata. We'll provide your files and a structured export of your brand, category, and asset data.
Still have questions?
We're here to help. Reach out and we'll get back to you within 24 hours.
Contact Us