A Team Member is any user who has been invited to have access to the TrustLayer platform. When a Team Member is granted access to the platform, it allows them to access an individual Organization from which the request was sent. Only existing Team Members have the ability to invite a new Team Member to an Organization. Outlined below is how to complete the invitation process.
Adding a Team Member (Step by Step)
1 Using the sidebar on the left side of the screen, click Workspace Settings.
2 Then, click on Team Members.
3 Next, click the blue + Invite user button located towards the top right of the screen.
4 The Invite users to join your team window will open. Please be sure to fill out the Email, Role, and Name of the Team Member you are inviting to the Organization.
5 Select a Role (Admin Owner, Admin, Team member, Observer, Viewer) from the dropdown menu:
Admin (Owner) - Full Privileges
Required for each Organization.
Receives Document Upload emails.
Can create reports.
Has the ability to both Add & Remove Team Members.
Can make changes to an Organization.
Admin - Full Privileges
Receives Document Upload emails.
Can create reports.
Can make changes to an Organization.
Has the ability to both Add & Remove Team Members.
Team Member
Receives Document Upload emails.
Can create reports.
Can make changes to an Organization.
Has the ability to both Add & Remove Team Members.
Cannot upgrade the privileges of another user to higher than their own permissions.
Observer
Does not receive Document Upload emails.
Can create reports.
Can make changes to an Organization.
Has the ability to both Add & Remove Team Members.
Cannot upgrade the privileges of another user to higher than their own permissions.
Viewer - Read Only Permissions
Can only view information
Does not receive Document Upload emails.
Can send and receive chat messages.
Cannot send document requests.
Cannot open existing documents.
Cannot create reports.
Cannot make any changes to an Organization
Cannot Add or Remove Team Members.
6 Enter the Name of the user in the text box.
7 Once done, click the blue Invite button towards the bottom right of the window.
Deleting a Team Member
To delete a Team Member from the TrustLayer platform, click the Trash Can icon located to the right of the Activity Log button.
Viewing Activity Log
To view what any user has been doing within the TrustLayer platform, simply click the Clock icon located to the right of the user’s Name and Role.
Here is an example of what's listed in an activity log:
Changing of Compliance Profile
Added Flag to document
Marked document as Reviewed
Uploaded document
Message sent