Adding a User to a Project
This article shows how to give someone access to a project from the Project access page. You can add people who already have a Trunk Tools account, or invite someone brand-new. Once a person has access to a project, they can use that project's Q&A agent.
Note: The Project access page is turned on per account by the Trunk Tools team. If you don't see it in your left nav, a Business Admin can add people from Business settings instead — see Adding a New User to Trunk Tools.
Who Can Do This
✅ Business Admin — can add or invite people on any project.
✅ Project Manager — can add existing users and invite new people on their own projects.
— Project Member — cannot manage project access.
How to Add a User to a Project
Step 1: Open Project Access
In the left nav, under Project, click Project access.
Step 2: Open the Users Tab
The Project access page has two tabs: Users and Collaborators. Open the Users tab to see everyone who currently has access to the project. (To add external people such as owners or subcontractors, see Collaborators & Document Permissions.)
Step 3: Click Add User
Click the Add user button.
Step 4: Find or Invite People
The window has two tabs:
Find — for people who already have a Trunk Tools account. Type in the Search by name or email address box and select each person. Selected people appear as chips in the search box.
Invite — for someone brand-new. Enter their email address to send them an invitation.
Step 5: Set Role, Tools and Document Access
In the same window, choose:
Role — the person's project role (Manager or Member).
Add to tools — which tools (agents) on this project the person can use.
Document access — how much of the project's documents they can search. See Collaborators & Document Permissions.
Note: Adding someone to a tool shows them that tool's output, even if their document access is Limited.
Step 6: Save
Click Add user to project (or Add N users to project if you selected more than one person). The person will see the project the next time they sign in.
That's it! If you have any questions about adding users to a project, please reach out to support@trunk.tools for additional help.