Inviting team members to your Truv account enables collaboration, shared access to resources, and role-based permissions for secure, streamlined teamwork.
To invite team members to your account in Truv, follow these general steps:
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Log into Your Account:
- Navigate to the Truv dashboard and sign in with your credentials.
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Access the Team Settings:
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After logging in, scroll down and find the Settings section on the left side of the screen. Under Settings, click on the "Team" section.
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Invite or Add Team Members:
- In the "Team" section, you'll find an option to add team members. Enter their name, email address, and role to send an invitation.
- Each role comes with a predefined set of permissions. Click "View Permissions" to see the access levels assigned to different roles before selecting one.
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Send Invitations:
- Click the "Invite" or "Send Invitation" button to send email invites to your team members.
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Team Member Acceptance:
- Your team members will receive an email with an invitation link. They need to click the link and follow the instructions to join your Truv account.
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Confirmation:
- Once they accept the invitation, their status will update in your team settings, and they'll gain access to your account based on their assigned permissions.