Inviting and Managing Users in TrustWorks

Effectively managing users is essential for efficient collaboration in TrustWorks. This guide covers how to invite new users and manage existing ones clearly and simply.

Creating New Users

1. Navigate to Settings > Users.

   Click + Create User .

   Fill in user details:

   • Name and Email address
   • Assign the appropriate Role (Admin, Member, Contributor)
   • Optionally you can mark them as an External user. External users (vendors / partners) can only be Contributors. They get access to the tasks and assessments they're assigned to through a link sent by email. Sending an invite will also be disabled for external collaborators.
   • Select the user's Team(s).
2. Click + Create .

In case you've selected to send an invite, the user will receive an email with instructions to set up their account and create a password (or login via SSO if enabled). This step isn't necessary and is typically used for inviting the core users. For contributor users, these are typically notified once their input is needed on a task.

Managing Invitations

• Invitations can be resent (once per day) or canceled from the Settings > Users page.

Creating Users Without Invitations

You can also add users without immediate invitations:

• From Staging:
  • Go to the data mapping staging area.
  • After importing assets, you can add users directly from detected staging employees.
  • Invitations are not sent automatically but can be triggered later from the Users page.
  • Users added this way will be activated upon their first login or when a task is assigned.

• From Related Entities:
  • Click the object's owner and select the option to add a new user.
  • This method behaves similarly to staging—users will not receive immediate invitations but will activate upon login or task assignment.

Managing Existing Users

Admin users can manage existing user details:

• Go to Settings > Users to:
  • Edit user roles, teams, and details.
  • Remove users from the platform when necessary.

User Activation

• Users created without invitations will become active either:
  • Upon first login.
  • When they receive their first assigned task and access it.

With these easy steps, you'll effectively manage your team's access and responsibilities within TrustWorks!