All Collections
Getting Started
Account & Login
Inviting Members to your workspace
Inviting Members to your workspace

Here the user will learn how to invite members to join the Trustana Product Master workspace

Updated over a week ago

A solution like Trustana Product Master handles diverse product data, which implies involving various teams in the project. These teams may include marketing, purchasing, technical, media, and more. Trustana Product Master provides everything you need to enhance collaboration among colleagues and product stakeholders.
​

Inviting colleagues to join will empower collaboration across departments for sales enablement.
​

Examples of who to invite:

  • Sales Manager or Sales Director

  • Business Development Manager

  • Sales Support or Sales Admin

  • Graphic Designer

  • TradeOps executive


To invite a user, make sure you are logged in with admin user rights, and simply:

  1. click on the 'Team Members' button located in the left navigation panel of your account interface.

  2. You will be able to see the list of users.

  3. On the top right corner, click on 'Invite Members' to invite more members to collaborate.

  4. On the pop-up window, enter up to 5 colleagues and their details:

    1. Contact Name

    2. Email Address

    3. Role in the organisation
      ​

  5. Click 'Save' and done!

The contacts you added will now be visible in the Member List with status.

They will receive an email notification to activate their accounts and set their passwords.

πŸ’‘ If you need to invite more than 5 users, you can click on 'Invite Members' button again to repeat the process.


​Log in now to experience this with your account!

Did this answer your question?