TrustForm User Guide
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  • Getting Started
    • Introduction
    • Your team in TrustForm
    • Invite users
    • Two-Factor Authentication (2FA)
    • Support
  • Navigate the platform
    • Accounts
    • Account profile
  • Onboard new clients
    • Onboarding via Client Area
    • Add accounts – Manual onboarding
    • Adding Attorneys and Nominated Accounts
    • Add relationships
    • Send to review
  • Review clients
    • Perform customer due diligence
    • Run KYC/AML checks
      • ID verification
      • Screening and monitoring
    • Review ownership structure
      • Define UBOs
  • Case management
    • Overview
    • Case attributes
    • Information request
    • Identity verification
    • Events and Notifications
  • Customer Risk Assessment
    • Overview
    • Managing CRA templates
    • Automatic risk assessment
    • Manual re-assessment
    • FAQs and troubleshooting
  • Identity verification
    • Overview
    • Identity check via Client Area
    • Identity check via Case Management
    • FAQs and Troubleshooting
  • Data export
    • Data export
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  1. Getting Started

Invite users

PreviousYour team in TrustFormNextTwo-Factor Authentication (2FA)

Last updated 11 months ago

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.