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.

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.