Adding Users to Agents
As a Business Admin in Trunk Tools, you can add users to your Q&A agent within specific projects. When a new user is added to your Trunk Tools instance, they are automatically available to be added to projects.
Because a user must exist in Trunk Tools before they can be added to a project, start by adding the user to Trunk Tools, then give them access to the relevant project.
Who Can Do This
✅ Business Admin — can add users to any agent and is the only role that can invite brand-new users.
✅ Project Manager — can add existing users within their assigned projects; cannot invite brand-new users.
— Project Member — cannot manage user access.
How to Add a New User to Trunk Tools
If you're adding a brand-new person who doesn't have a Trunk Tools account yet, see Adding a New User to Trunk Tools for step-by-step instructions.
How to Add an Existing User to a Project
If the user already has a Trunk Tools account and just needs access to a project, see Adding a User to a Project for step-by-step instructions.
How to Give a User Access to an Agent
Agent access in Trunk Tools works in two ways:
General Q&A agent — access follows project membership. Once you've added a user to a project using the steps above, they can automatically use that project's Q&A agent. To add or remove their access, manage their project membership.
Specialized agents (such as TrunkSubmittal, TrunkRegister, TrunkReview, TrunkRFI, TrunkBid, TrunkBrowse, and Custom Agents) — access is managed on a per-agent basis, so you can add or restrict a user on each agent individually within the project.
That's it! If you have any questions about adding users to the Trunk Tools platform, please reach out to support@trunk.tools for additional help.