This document walks you through the functionalities of the CARO app, Spherity's Credentialing Service for Authorized Trading Partners (ATP), to enable you to navigate the user interface. It does neither explain any technical details of the Credentialing Service nor provide guidelines for the technical implementation of CARO.
If you are looking for a high-level overview of CARO, visit our website. You may also want to peruse some Essential Concepts about our app.
All our documents are updated continuously. Please check back frequently, as new features and functionalities will be added to our applications and explained here.
An important step for getting properly set up with CARO is to onboard your organization as an ATP. This involves checking a few documents that prove your organization's details and ATP status. Get a quick overview of the information needed to register your organization in our short onboarding guide below.
CARO Onboarding Preparations.pdf
You must be invited to CARO before you can access it. The web app resides on app.caro.vc.
Once you have received an email invite, accept it by following the link in the email. If you cannot see the invite in your inbox, refer to CARO emails not arriving in your inbox?
On the CARO log-in screen you can check your details and set a password. After log-in, you will be forwarded to the CARO Dashboard.
If you are unsure, you may want to watch our short video that walks you through the onboarding process.
https://www.youtube.com/watch?v=TDEOQFMK-eo
The dashboard provides some useful information about your account activity.
For as long as you are setting up your new CARO Enterprise Account, the dashboard will show you a Getting started section. Simply follow the in-app steps to get set up with your first two essential DSCSA credentials.
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If you cannot see this section, you are not set up with ATP credential access. Contact us to upgrade.
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The search function applies across the CARO app. It groups results into applicable categories, such as reports, events, or credentials. You can access it by clicking on the magnifying glass icon 🔎 in the top right corner of the app screen or by using the keyboard shortcut CTRL+K.
Clicking on the cogwheel icon ⚙️ in the top right corner of the app screen opens the global application settings. Here you can manage the security settings that apply across the entire Enterprise Account. You can check which service providers are integrated with your Enterprise Account. You can also find helpful links.
Clicking on the tile with your name in the bottom left corner of the app screen opens the User Settings.
Here you can manage your profile, your own security settings, and inspect your own user activity logs.
In addition, all Enterprise Accounts to which you have been granted user access are listed in the respective tab. You can move between accounts by clicking on the Switch **button for each. You can also quit any account.
The Partner Management section is where you manage trading partner master data, monitoring, and communications.
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We are rolling out a new feature set for trading partner master data management. Refer to our v1.3 releas notes. Please contact us if you are interested in learning more.
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