This help article and video guide will show you how you can add and invite a new user to your TrueRev account.
Watch the Step-by-Step Video
For a visual guide, watch this video:
Adding a New User in TrueRev
On the TrueRev dashboard, click on “Settings” in the upper-right corner.
Select “Users” from the left-hand menu. This will display all existing system users and their roles..
Click “+Add User” in the upper-right corner.
Input the email address of the person you wish to add. A TrueRev account will be created for them. The system allows you to add up to 50 users.
To assign admin rights, toggle the “Make Admin?” button. Admins can delete contracts in TrueRev if necessary. You can also deactivate or remove their admin status at any time.
Click “Add User”.
An invitation will be sent to the provided email address. The user can then confirm the invitation and set up their password to access the account.
💡 TrueRev provides 5 users for free. For additional users please contact growth@truerev.com.