Creating a new user
Navigation
Customer Account -> Team Members
Steps
Click on the Create new user button on the upper right.
Click on the Roles tab and select Admin
Click on the User information tab and enter first name, last name, telephone number and email address
After selecting Save, an email will be sent to the user, where it will ask them to validate their email and create their password in the Troverlo Portal.
Edit an existing user
Navigation
Customer Account -> Team Members -> Actions -> Edit
Change the First name, Last name, Telephone number or Role (flip to Roles tab)
Deactivating a user
Navigation
Customer Account -> Team Members -> Actions -> Edit
Remove access to the Troverlo Portal for a user by selecting the Deactivate User button
Resend invitation to a new user
Navigation
Customer Account -> Team Members -> Actions -> Edit
Resend the invitation by selecting the Resend Invite button