Welcome! This guide will walk you through the process of creating members and assigning roles within your Truora account.
Whether you’re adding your first team members or managing an existing team, this guide has you covered.
You must have Full Access permissions to create a member.
Each account can have up to 45 members. If you need more, please contact your sales representative.
To get started with creating a new member and assigning a role, follow these steps:
Enter your e-mail username and password, and press Get in.
Select account [optional]
If you’re associated with only one account, the product view will load automatically.
If you’re associated with multiple accounts, a list will appear - select the one where you want to create a new member. Once you’ve selected the account, the product view will load.
Once you’re in the product view, go to the side menu where you’ll find the Members and Roles option.
Select the Members and Roles option. This will load a view with all the members associated with your account.
In the members view, click the + Add Member button. A modal with two steps will appear.
In Step 1 of the modal, you must fill in the new member’s name, email address, country code, phone number, the country where the member is located, preferred language, and the Billing Hub (if your account has this configuration).
In Step 2, you must select the member’s role. You will see the default roles Full Access and Default Access, as well as any custom roles you may have created.
Default Access Role: Allows creating/modifying queries, validations, and flows, and viewing results. No access to member management or API keys.
Full Access Role: Grants full permissions, including member and API key management.
Another Role (custom roles): If available, these roles are tailored to specific permission needs defined by your organization.
Click the Create Member button.
✅ Done! The new member will now be added with the role you assigned.
