Table of Contents
User Roles & Management
Admin: This role has the highest permissions level as it allows the user to engage with all functions in Trovata and grants access to the admin portal.
User: This is the default role which allows the user to engage with all functions in Trovata, but does not grant access to the admin portal.
Reader: This role is read only and can be used to allow individuals specific visibility to whitelisted resources. Whitelisted resources include Accounts, Tags, Reports, Classic Reports, and Forecasts. By default, readers will have access to all of these resources and Admins can later specify, if needed, which of these resources should be accessible.
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
Click on the name of your business in the bottom left corner, then click Settings
Click the Users tab, then click New User
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.
Click done
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
Click on the name of your business in the bottom left corner, then click Settings
Click the Users tab
Click the 3 dots to the right of the user you'd like to delete from your account, then click Delete User
Confirm the users deletion by pressing Delete again, and they will be removed from the account
Trigger a Password Reset
First, ensure you are an Account Admin or Owner.
Go to Settings and select the Users tab.
Find the user whose password you want to reset, and click the three dots icon to the right of their status.
Click “Reset Password” and then “Send.”
User Groups
Create and manage user groups, their permissions, and data resources.
Click New Group
Enter the Group Name and Description, then click Next
Toggle the relevant feature permissions for the user group. Use the search bar to quickly find the objects & modules that you'd like to select. When done, click Next
Add data resources to provide the user group with access. When done, click Next
Assign Users to the group by toggling the slider, then click Next
Review your selections, then click Confirm
