📌 Applies to:
TrustLayer users managing team access and permissions.
📌 Issue/Question:
How do I add a new team member in TrustLayer and assign the appropriate role?
1. Quick Answer
✔️ You can add a new team member in TrustLayer by navigating to Workspace Settings, selecting "Team," clicking "New Team Member," entering their details, assigning a role, and sending the invite.
2. Step-by-Step Instructions
1️⃣ Step 1: Access Workspace Settings
Click on your profile or organization icon in the top left corner, then select "Workspace Settings."
2️⃣ Step 2: Navigate to Team Management
Scroll down and click on "Team" in the settings menu.
3️⃣ Step 3: Add a New Team Member
Click the blue "New Team Member" button.
4️⃣ Step 4: Enter Team Member Details
Input the new member’s email address. Select their role and permissions (Admin Owner, Team Member, Observer, or Viewer).
5️⃣ Step 5: (Recommended) Enter Name
Add the team member’s name for better identification and communication within TrustLayer.
6️⃣ Step 6: Send Invite
Click "Invite" to send an email invitation. The new member will appear in your team roster once they accept.
3. Troubleshooting & FAQs
💡 Common Issue 1:
Can't find the "Team" section in settings.
→ Solution: Ensure you are in the correct workspace and have the necessary permissions to manage team members.
💡 Common Issue 2:
Unclear about user roles and permissions.
→ Solution:
Admin Owner: Full privileges, can manage all settings, add/remove members, and is required for each organization.
Team Member: Can receive document upload notifications, create reports, make changes, and manage team members (but not upgrade privileges above their own).
Observer: Can create reports and manage team members, but does not receive upload notifications and cannot upgrade privileges above their own.
Viewer: Read-only access, can view information, upload documents, and comment, but cannot make changes or manage team members.
💡 Common Issue 3:
Name field is marked optional but seems important.
→ Solution: While optional, it is best practice to enter a name so team members can be easily identified and mentioned in activity timelines.
4. Additional Resources
📚 Related Articles:
How to Edit Team Member Roles in TrustLayer
Managing User Permissions
💬 Still Need Help?
Contact your [email protected] or use the in-app chatbot for further assistance.