Introduction
Truvid's platform allows for the creation of multiple user accounts, enabling different team members to have individual logins, each with a unique set of permissions. This flexibility ensures that each team member has access tailored to their role and responsibilities. This guide outlines the straightforward process of adding a new user to your Truvid account.
📙 Please see here for more information on the different types of users and their permissions. What are the different user types?
Steps to Create a User
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Navigate to the Users Item: Start by clicking on your avatar icon (your profile initials or picture) in the top-right corner of the Truvid dashboard and click it. This will open a menu, where you can manage your Profile, Settings, Users, Billing, and more.
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Click on Users: Find and select 'Users'. Here, you will see all existing users.
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Create User: On the top right side, click on 'Create User'. This will open a side panel to create and configure settings for the new user.
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Enter User Details: In the side panel, fill in the required fields:
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First Name: Enter the first name of the new user.
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Last Name: Enter the last name of the new user.
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Email: Provide the email address for the new user.
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Country: Select the user's country from the dropdown menu.
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Language: Choose the preferred language for the user.
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Permission: Assign the appropriate permissions to the user (e.g., Content Editor).
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Toggle User Status: Use the toggle switch at the top right to set the user as 'Active' or 'Inactive'.
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Save Changes: After configuring all settings, click 'Save' to create the new user.
Conclusion
With each user having the ability to perform a variety of tasks, Truvid ensures a versatile and user-friendly experience for all team members, contributing to the smooth management of your digital content strategies.