Getting started with Trustero begins with setting up your account and inviting users. Let’s walk you through the steps to onboard your team and manage user roles effectively.
Admin Account Setup
- Trustero invites the initial account owner as an admin user.
- The account owner receives an email invitation.
- Log into app.trustero.com.
- If your SSO is not available, request it via a support ticket.
Inviting Users
- Navigate to Users Page:
- Once logged in, open Settings from the left navigation bar.
- Select Users to view access and roles.
- Anyone can view users, but only admins can add or change user permissions.
- Adding a New User:
- In Settings > Users, click Invite New User (top-right corner).
- Choose the appropriate role.
- Enter the user’s email address.
- Click Submit to send an email invitation.
For more details on roles and permissions, refer to: Understanding User Roles and Permissions.
With the right users and roles in place, you can now effectively manage your GRC program and workflows within Trustero.
Experience a demo of these instructions: