How do I invite my colleagues?

Inviting colleagues to your portal will allow your firm to work from the same esates.

1. Scroll down to the ‘My Team’ section
2. Choose the ‘Add Team Members’ button
3. Enter your colleagues First Name, Last Name, Email, and a Phone Number that can receive text messages for two-factor authentication

1. Click your name in the top right corner
2. Select ‘Account’
3. Click the ‘Invite a New User’ light blue button in the top center of the page
4. Enter your colleagues First Name, Last Name, Email, and a Phone Number that can receive text messages for two-factor authentication
5. Additional seats can be added to your current plan for $79/month or upgrading your account to a higher level plan will add available seats. Subscription plan information can be found at trustate.com/pricing