Navigate to https://vendor.trustradius.com/ and log in
In the left navigation, go to "Settings" and then click "Users"
Click the “Invite” button to open the invite form
**Note: if you are a TrustRadius customer and your company leverages SSO to access the vendor portal, you will not see an "Invite" button in your vendor portal. You and your colleagues can simply access the vendor portal using your work email address. New users logging in with SSO will be granted the "Viewer" role by default, and other users with "Company Admin" access can upgrade your access, if necessary. Users from companies using SSO for log in can log in by going to https://vendor.trustradius.com/, or through the application configured in your company's identity provider.Enter your colleague's work email address. Selecting the appropriate role for each user is important. Choose based on the access necessary for each colleague. Fill out the options and click "Invite"
To manage users with access to your company's profile, click the settings gear in the upper right corner
Select ‘Users’ from the left hand menu
Select ‘Actions’ next to the user you’d like to update
From ‘View Details’ you can use the ‘Add role’ button to add another product role for the user, or delete a role through the ‘Actions’ button
Inviting Colleagues and Managing Users Print
Modified on: Tue, 10 Dec, 2024 at 4:38 PM
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