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How do I invite my employees and set user permissions & spending limits?
How do I invite my employees and set user permissions & spending limits?

Onboard your employees and set their spend limits in just a few clicks.

Updated this week

Watch our video walk-through:


Step-by-step instructions

  1. On the left side of the Truss dashboard, click 'Settings'.

  2. Select 'Team'

  3. In the top right corner, select 'Invite User'.

  4. Next, enter your employee's email address, select a role, and enter this user's monthly card limit. You can review role permissions by clicking 'User roles' in the top right.

  5. Select if you want 'Ship this user a card' to activate the use of a physical card or unselect if you wish to skip this step for now. You can issue cards for existing users at any time.

  6. Finally, if you opt to send a card, select or add a new address, then click 'Invite'.

  7. The user you invited will receive an email with a link to setup their Truss profile on your account.

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