How to Manage Teams - Admin Only

This how-to is created for team admin users.

Adding a user to your team

To add a new user to your team, follow these steps. Please note that you must be the "Admin" to add new users.

  1. Navigate to the User page. Click on "Invite new user" on the top right corner.

  1. A pop-up window will appear, allowing you to input the new user's details. Enter the new user's email address and choose their role. The invitation will only be sent successfully to a business email address.

  1. Click the "Invite" button. The new user will receive an email from the Trusli team, inviting them to sign in. Once the invitation has been successfully sent, the new user's information will be visible on the user page.

Team user permissions

In Trusli, there are two distinct roles: "Admin" and "User," each with specific permissions:

Admins have the following permissions:

  • Upload templates 
  • Add fallbacks to the template
  • Upload documents
  • Review markups in the document
  • Manage the team's users. For additional user management abilities, please refer to this  article.

Users have the following permissions:

  • View templates created by admins
  • Add fallbacks on the template
  • Upload documents
  • Review markups in the document

User management

Team admins have the ability to manage users within their own team, enabling them to perform the following actions on User page:

  • Add new users to the team
  • Remove users from the team
  • Suspend user permissions
  • Activate user permissions
  • Reset user passwords

Additional resources