Go to the dropdown menu in the top left, then click Workspace Settings.
Then, click the Team tab.
Click the blue + New team member button.
Enter:
User’s Email Address.
Select Role (explained below).
User Role Definitions:
Admin Owner – Full platform control, including adding/removing users.
Admin – Can manage teams, settings, and processes but cannot remove the Admin Owner.
Team Member – Can fully interact with the platform, including document requests and party management.
Observer – Can see and interact with most functions but does not receive email notifications.
Viewer – Read-only access; cannot make any edits.
User’s Name (Optional, but highly recommended! If a name is not added, the user won’t have full communication functionality in the platform.)
Click Send Invitation.
STEP 9: Add/Manage Team Members (Users)
(NOTE: This is where you add and remove TrustLayer users providing them access to the Platform.)
Updated over 10 months ago