Watch our video walk-through:
Step-by-step instructions
On the left side of the Truss dashboard, click 'Settings'.
Select 'Team'
In the top right corner, select 'Invite User'.
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. This can be changed at any time immediately by clicking the user's name in the same "Team" page after they've been invited.
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.
Finally, if you opt to send a card, select or add a new address, then click 'Invite'.
The user you invited will receive an email with a link to setup their Truss profile on your account.
Note: if you're unable to find the email, check your email folders as it may have landed in their Junk or Spam folders.






