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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 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

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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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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.

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.

User Management table

The User Management table shows each user's name, role, permissions, groups, and invite status. 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.