Invite Your Team & Set Permissions

Updated Jul 24, 2026

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User permission levels

User roles button with an info icon

Truss has five permission tiers. Assign the right level to each team member:

  • Admin — full access: all payments, cards, settings, team management
  • Bookkeeper — view and manage transactions, statements, and reconciliation; cannot send payments
  • Sales Representative — create and send invoices; collect payments; limited card access
  • Project Manager — manage bills and invoices for assigned projects
  • Employee — card use and receipt uploads only

How to invite a team member

  1. Click Admin in the left sidebar.

  2. Select Team members.

    Expanded Admin section of the left sidebar with Team cards and the selected Team members item

  3. Click Invite User (top right).

    Invite user button with an add-person icon

  4. Enter their email address and select their permission level.

  5. Click Send Invite. They'll receive an email to set up their access.

Remove a team member

  1. Go to Settings → Team.

    Expanded Admin section of the left sidebar with Team cards and the selected Team members item

  2. Click the team member's name.

  3. Click Delete. Their cards are deactivated immediately.

Heads up: Removing a team member immediately deactivates all their physical and virtual cards. Pending transactions on those cards will still settle normally.