⚙️ Accessing User Settings
- Hover over the Profile menu.
- Click on Organization Settings.
- Select Manage Firm Users.
➕ Adding or Viewing Users
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To invite a new user, click Invite Users in the top right.
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To view deactivated users, select the Show Deactivated option.
🫂 Inviting a New User
After clicking Invite New User, fill out their First Name, Last Name, and Email Address. Then click Send Invitation to send a setup link to their email!
📋 Managing Existing Users
To remove access for a user or resend an invitation, click the three dots (⋮) next to their name and choose the appropriate action.
🔒 Limiting User Access
Firms can assign different access levels to control what users can see and do in Truss.
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Under the Role column, select Limited Access.
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Click the three dots (⋮) for that user under Actions.
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Choose Permissions to customize access.
🖊️ Editing Permissions
From the Edit Permissions screen, you can choose which features or actions to restrict for each user. Simply check the boxes for any restrictions you want to apply, then click Update Permissions to save!
