Accessing User Settings
Go to Organization Settings.
Select Firm Users at the top of the page.
Adding or Viewing Users
To invite a new user, click Invite Users in the top right.
To view deactivated users, select the Show Deactivated option.
Managing Existing Users
To remove access for a user or resend an invitation, click the three dots (⋮) next to their name and choose the appropriate action.
Limiting User Access
Firms can assign different access levels to control what users can see and do in Truss.
Under the Role column, select Limited Access.
Click the three dots (⋮) for that user under Actions.
Choose Permissions to customize access.
Editing Permissions
From the Edit Permissions screen, you can choose which features or actions to restrict for each user. Simply check the boxes for any restrictions you want to apply, then click Update Permissions to save.
Available restrictions include:
Making files visible to clients
Downloading files
Editing projects
Creating projects
Generating reports (Excel downloads for Contacts, Entities, and Projects)
Access is limited only to projects they own (and related contacts, entities, and drive folders)
Deleting files
Deleting projects, contacts, and entities
