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
Click on User Management followed by the add user icon
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
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