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Users Roles, Groups, and Management
Users Roles, Groups, and Management

Learn about user roles, groups, and how to add/remove users in your Trovata account

David Taylor avatar
Written by David Taylor
Updated over 11 months ago

User Roles & Management

Note: The link generated in the email expires after 72 hours, so please ensure that the new user is ready and able to finish the user set up process prior to adding them in the Admin Portal.

Adding Users

  1. Click on the name of your business in the bottom left corner, then click Settings

  2. Click the Users tab, then click New User

  3. In this menu, enter in the corresponding user information (First Name, Last Name, Email, Phone Number, and Job Title), then click select a User Group(s).

    Note: Users can be part of multiple groups. If a user is part of more than one user groups, it can only ADD access and cannot remove access to anything you are entitled to in another group.

  4. Click done

  5. The new user will be sent an email notification that includes a link prompting them to confirm their account and to set a password

Deleting Users

  1. Click on the name of your business in the bottom left corner, then click Settings

  2. Click the Users tab

  3. Click the 3 dots to the right of the user you'd like to delete from your account, then click Delete User

  4. Confirm the users deletion by pressing Delete again, and they will be removed from the account

User Groups

*Please note when editing user groups you are unable to edit the permissions of the default User Groups provided by Trovata

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