Getting started

Invite your team

Give each person their own seat: open Team, type their work email, pick Member or Admin and press Invite member.

1 min read · Updated November 2, 2026

#Invite someone

Their row appears under Members marked Invited, and the seat count at the top moves. They sign in at login.trulata.com with their own address and get their own sign-in link. Nobody shares a login.

  1. Open Team.
  2. Type their work email in the box.
  3. Pick Member or Admin. See Team roles for the difference.
  4. Press Invite member.

#Who can invite

The account owner or an admin. A member sees the list of people without the invite box, and a line saying the workspace owner or an admin can invite and remove members.

#If your plan is full

The top of Team shows seats used against the seats on your plan. When they are all in use it says Seat limit reached with a link to Billing, and the next invite is refused. See Seat limit reached.

#What they see

Each row shows the person's address, their role and how the seat was added: invited from this dashboard, signed up online, or added by your TruLata team. Your Get set up checklist marks Invite your team done once a second person holds a seat.

#Questions

Does the person need a password?

No. They enter their work email at login.trulata.com and use the single use link that arrives.

Can I invite someone outside my company, like a freelancer?

Yes. Invite their address and remove the seat when the work ends.

How do I change someone's role?

Remove the seat and invite the address again with the new role.

Still stuck?

Ask on the Ask TruLata tab of your dashboard and it answers from your own numbers, or opens a ticket for a person. Or email support@trulata.com and a person on our team replies.

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