Configuring Users

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

Click on User Management followed by the add user icon

Fill out the Invite User form: Name (required), Email (required), Role (required — Admin, User, or Officer ID), and Division (optional — enter the officer's division, unit, or precinct for filtering and reporting). An explanation of users and permissions is available here.

Once complete, click the blue INVITE

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 

Managing the Division field

The Division field is optional and admin-editable. It appears in the user edit dialog and in admin logs. Admins can add or update a division for any user by opening that user's profile in User Management.

Division is included in bulk CSV export and can be set during bulk CSV import — add a division column to your import file to set divisions in bulk.

Bulk user management

For large teams, use the bulk CSV workflow:

To export current users: Open User Management, click Bulk Invite Users, then in the Bulk User Management dialog click Download Current Users.

To import or update users in bulk: Open Bulk Invite Users, click Download Example Template to get the CSV format, fill in user details (include a division column to set divisions), then click Upload User File with your completed CSV.

In the CSV, a permission turned off for your organization has "(org disabled)" at the start of its column header.

Permissions

Individual permissions can be turned on or off for a user from the Edit User dialog in User Management. One available permission is Field Notes BWC Report Without Notes — when enabled, that user can generate a Field Notes report from BWC Video Insights even without any written notes, bypassing the usual minimum-notes requirement. This is off by default for all users.

A permission turned off for your whole organization shows as locked and dimmed in the Edit User dialog. Hover it to see why. To turn it on, contact support.

To see how permissions are set, click the help icon (How do permissions work?) in User Management or Organization Settings. The How Permissions Work dialog explains that a permission is on only when both your organization plan (Free, Pilot, or Paid) and the user's license type (Patrol, Investigator, or Command) allow it. Pick a plan and license type to see each permission's default status. Some permissions are Org-only — they're set for the whole organization and can't be changed per user.

User Management table

The User Management table shows each user's name, role, permissions, groups, and invite status. The Permissions column lists only the permissions changed for that user — click it to see each one marked On or Off. A user with no changes shows their license type's default (for example, Investigator Default). For organizations on a free trial, a Trial column also shows each user's trial expiration date. For a user still in their free trial, click the Extend Trial icon next to their row and confirm — TRULEO extends that user's trial by a set number of days, without needing to extend the whole organization's trial.