Inviting new users.
Let's first quickly cover user roles, as these play a key role in inviting new users to your account. At TruePay, we have different ‘user roles', which determine what level of access someone has in your account. We have 6 levels.
Each TruePay account can have 1 creator (or owner) who manages other users.
User role |
What they can do |
Owner |
|
Admin |
|
Developer |
|
Analyst |
|
Support |
|
View Only |
|
Only creators can manage other users. Here's how it works:
To invite a new TruePay user (someone who has never used TruePay before), enter their email address and mobile number. They'll receive an email invite with a link to create an account.
All new users need to create their own TruePay profile and verify their identity before accessing your account. However, they are not required to open an account of their own.
If the person you're inviting is already using TruePay, make sure you send the invite to the email address connected to their existing profile. We only allow one profile per person – and new users have to verify their identity, so there's no way around this.
This person will receive an email and be able to log in to your account with their existing TruePay profile. They will not need to reverify their identity, as long as their existing login details are still valid.
Invites expire after 14 days. You can resend an invitation after the original one expires.
When you invite someone, they'll automatically be added to your account as editors. Before you can change their user role and grant them more account access, they'll need to verify their identity. Once verified, you can change their role to admin and manage user roles.
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