Using Team Members page

Within Settings (sidebar), you will find the Team Members page. This is where you can Add/Delete New Users, Adjust User Access, and view an Activity Log of Users in the TrustLayer platform.

This article contains the following: 

Adding New Users

Viewing Activity Log

Deleting Users

Related Article: 

User Role Permissions

Adding New Users

1 Click the blue + Invite User button located towards the top right of the screen.

2 The Invite users to join your team window will pop open. Enter a valid Email in the text box.

3 Select a Role (Admin Owner, Admin, Team member, Observer, Viewer) from the dropdown.

• 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.

4 Enter the Name of the user in the text box.

5 Once done, click the blue Invite button at the bottom right of the window to finish this process.

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 

Deleting Users

To delete a user from an organization within the TrustLayer platform, click the Trash Can icon located to the right of the Activity Log button.