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 ![]()
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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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