Adding a New User to Trunk Tools
This article shows how to invite a brand-new person to Trunk Tools from Business settings. Once invited, the user can be added to more projects and tools (agents).
Note: If the person already has a Trunk Tools account and just needs access to a project, see Adding a User to a Project instead.
Who Can Do This
✅ Business Admin — can invite new users from Business settings, as shown below.
✅ Project Manager — can invite new people to their own projects from the Invite tab on the Project access page. See Adding a User to a Project.
— Project Member — cannot invite users.
How to Add a New User to Trunk Tools
Step 1: Open Business Settings
In the left sidebar, under Admin, click Business settings.
Step 2: Open the Users Tab
On the Business settings page, open the Users tab.
Step 3: Click Invite User
Click the Invite user button.
Step 4: Enter the User's Email
Enter the user's email address, then click Continue.
Step 5: Fill Out User Details
Fill out the user's details:
First name
Last name
Phone number
Job title (optional)
Business role (required) — Member or Admin
Note: The Business field only appears if you belong to more than one business, and it's already filled in for you.
Step 6: Choose a Project
Pick the project the user should join. In the same step, set their project Role and Document access. You can add them to more projects after they've been invited.
Step 7: Send the Invite
Click Send invite to finish adding the user.
Once invited, the new user can be added to more projects and tools. To give them access to another project, see Adding a User to a Project. If you have any questions, please reach out to support@trunk.tools for additional help.