Invite users

Add new users

  1. Only users with "User management" capability can add new users to TrustForm.

  2. To add a new user, click on your login name in the top right-hand corner of the screen, and select "Workspace settings" from the drop-down list.

  1. Click "Invite users". Fill in the required fields (name, email address) and choose appropriate capabilities. Note that you can invite multiple users at once by clicking the “Add invite” button.

  1. Once the fields are complete, click the "Invite users" button.

  1. An automated invitation email will be sent to the new email address(es), with a link and prompt to set up access to TrustForm.

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