How to Invite Users from Your Trustmetrics Account?

You can easily access multiple Trustmetrics.io accounts using the same email and password, allowing you to switch between accounts without any hassle.

Requirements

Trustmetrics.io account on Startup plan or Above

How it works:

Trustmetrics.io Our system allows you to use a single email address and password to access multiple accounts. This means that once your email address is added as a user to an account, you can easily switch between multiple accounts.

To switch to a different account, simply click on the "Account" dropdown menu located in the upper left corner of the page. From there, select the desired account from the "Other Account" dropdown menu. It's that easy!

In addition, Trustmetrics.io offers support for different levels of permissions for a single email address across multiple accounts. This means that an individual could hold Administrator privileges in one account, while simultaneously being an account owner in another, and a manager in yet another.

To send an invitation request to other users, you must have an existing account on Trustmetrics.io.

There are three types of users: Owner, Admin, and Manager.

An Owner is able to send requests to any user (whether they are existing or not on TM) as either an Admin or Manager. The Owner also has the ability to delete sent requests to Admins and Managers from Users.

An Admin can send requests to any user (whether they are existing or not on TM) as either an Admin or Manager. The Admin also has the ability to delete their own request and the Manager from Users.

A Manager does not have the ability to add any users or send requests.

How can I send invitation requests to the Users?

To send invitation requests to users, follow these steps:

STEP 1: To get started, log in to the application and navigate to the dashboard.

STEP 2: To access the settings, first click on the dashboard. From there, click on the settings icon in the top right corner. Then, navigate to the user's tab.

STEP 3: To add a user, simply click on the "ADD USER" button. This will bring up the add user form.

STEP 4: Now enter your credentials and select either the Admin or Manager role.

STEP 5: To add the user, simply click on the "SEND INVITE" button located under the "Users" tab.

See the steps in below Youtube video linked: