Truemed Dashboard: How to add a user to your account

Truemed now lets you control who has access to your merchant portal, and allows you to add and remove team members from your portal. To add a user to your Truemed merchant account, follow the steps below. Only Owners can invite or remove team members.

User Roles

• Owners can view, invite, and remove team members

• Staff can view team members but cannot make changes

How to Update Team Access (Owners Only)

1. Go to Settings
   Log into your portal and click the Settings tab.

   

2. Select Team Members
   View your current list of users.

3. Invite or Remove Users

   1. Click Invite to add someone new

   2. Click the “…” next to a name to remove access

      

Staff View Example

Staff users can view but not edit team access.

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Need help? Email merchants@truemed.com.

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