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Adding a User to Your Organization in TRUENDO CMP

Introduction#

Efficient user management is vital for organizations using the TRUENDO Consent Management Platform (CMP). Adding new users to your organization allows for collaborative management of your consent settings and compliance efforts. This guide provides step-by-step instructions on how to invite new users, assign them appropriate roles, and manage their permissions within TRUENDO.

1. Prerequisites#

Before you begin, ensure you have:

  • Administrator Access: Only users with administrative privileges can add new users.
  • Valid Email Address of the New User: You'll need the email address to send the invitation.

2. Steps to Add a New User#

Step 1: Log In and Access Organization Management

  1. Log in to TRUENDO using your administrator credentials.

  2. Access Organization Management:

    • At the top of the window, click on the dropdown next to your organization name.
    • Select Manage from the dropdown menu.

Step 2: Navigate to User Permissions

  1. In the Navigation Menu on the left under the Organization section, click on User Permissions.
  2. This will display a list of current users and their roles within your organization.
  3. Click on Add Member located at the top right corner of the window.

Step 3: Invite the New User

  1. Enter the User's Email Address:

    • Input the email address of the person you wish to add.

  2. Assign a Role:

    • Choose the person's role from the options:

      • Admin
      • Editor
      • Viewer
  3. Click on Invite to send the invitation.
  4. The user will receive an email from contact@truendo.com with instructions to join.

Step 4: User Accepts the Invitation

Instructions for the User:

  1. Check Email:

    • Open the email invitation from contact@truendo.com.

  2. Join TRUENDO:

    • Click on the Join TRUENDO Now button in the email.

  3. Register or Log In:

    • If you do not have a TRUENDO account, follow the on-screen prompts to register.
    • If you already have a TRUENDO account, log in using your existing credentials.

Step 5: Managing the User

Once the user has joined, as an Admin, you can manage their permissions:

  1. Alter User Rights:

    • Change the user's role if necessary (Admin, Editor, Viewer).

  2. Deactivate User:

    • Temporarily disable the user's access.

  3. Remove User:

    • Permanently delete the user from the organization.

Note: Users with Administrator permissions can perform all the functions listed above, including managing other users.

3. Understanding User Roles#

  • Admin:

    • Full access to all features and settings.
    • Can add or remove users, assign roles, and manage organizational settings.

  • Editor:

    • Can modify settings and configurations but cannot manage users.

  • Viewer:

    • Read-only access; can view settings but cannot make changes.

4. Conclusion#

Adding users to your TRUENDO organization facilitates collaboration and efficient management of your consent platform. By assigning appropriate roles and managing permissions effectively, you maintain control over your organization's security and compliance posture.

5. Support and Resources#

End of Guide

If you have any further questions or need assistance with user management, please don't hesitate to reach out to TRUENDO Support or consult the resources provided.

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