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.

Inviting New Users

1. Navigate to Global Settings > Users.

   Click + Invite User.

   Fill in user details:

   • Email address and Name
   • Assign the appropriate Role (Admin, Member, Contributor)
   • Select the user's Team(s).
2. Click Invite.

The user will receive an email with instructions to set up their account and create a password (or login via SSO if enabled).

Managing Invitations

• Invitations can be resent (once per day) or canceled from the Global 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 Global 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!