Configuring Users

How to invite and setup a new user

Inviting a user

When logged into your account and with proper permissions, you can invite new users  

  • Clicking on the gear icon near your name
  • Clicking on Account Settings

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Click on User Management followed by the add user icon image (12)-1

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Fill out the Invite User information and note the * Required fields. An explanation of users and permissions is available here.

Once complete, click the blue INVITE

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The invite has been sent. The user can now enter the inbox of the email address used to retrieve their invite - Welcome to Truleo!

Checking Invite Status

When viewing User Management, please note the Status indications

  • Grey - Invite sent but user has not signed up
  • Green - User has signed up 

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