Learn how to add and manage users in your Trustform account.
Only teammates with the User Management capability can add new users to Trustform.
Adding a new users
To add a new user, follow these steps:
1
Open workspace settings
Click your name in the top right corner of the screen, then choose Workspace settings from the dropdown menu.
2
Select Invite users.
In the panel that opens, select Invite users.
From this panel, you can also view the full list of existing users and sent invitations.
You can open each user’s page to see detailed information about them – including their assigned capabilities.
3
Invite team members
Fill in the required fields (name and email address), then assign the right capabilities. Need to invite more than one person? Just click Add invite to include additional users.
When you’re ready, click Invite users.
4
Send invitations
Each new teammate will automatically receive an email invitation with a link to set up their Trustform access.
