Adding and managing users

Adding new users

Automatic onboarding via Google Sign-In

☞   For an in-depth guide to auto-onboarding with Google Sign-In, see Auto-onboarding with Google Sign-In

Automatic onboarding is an opt-in feature that allows TerraTrue customers to automatically create new accounts when a user first attempts to log in using a Google Sign-In account that matches your org’s domain. To enable this feature, open a quick support ticket with us.

Importing users via CSV

If you already maintain a list of users you’d like to add to TerraTrue, you can automatically create accounts for those users by uploading your list in CSV format:

1. Visit Settings > Users
2. Select the dropdown menu next to the Add New User button
3. Select Import Users
4. Add a CSV file using the uploader on the page. We only require you to provide an email address and name for each user in the CSV file, but you can also include a list of permissions that you would like assigned to those users. (To make things easier, you can use our template.)

Adding users manually

1. Visit Settings > Users
2. Select Add New User
3. Add a first name, last name, and email address for each user. You can optionally add the following fields:
   • Display name is a nickname for the user that will display on TerraTrue instead of the user’s first and last name
   • Permissions define how a user may use TerraTrue. You can also configure these later.
     • If your organization has set up SSO or SCIM group sync, membership updates are not allowed through TerraTrue and must be done directly through your Identity Provider.

☞   For in-depth guides to using SCIM with TerraTrue, see SCIM provisioning with OneLogin and SCIM provisioning with Okta

If you use Okta or OneLogin, you can also use SCIM to manage TerraTrue users. To get started, head over to the SCIM Configuration org setting.

Editing existing users

1. In Settings > Users, find the user you'd like to modify in the All Users table
2. Click the three-dot menu next to the user's name to navigate to the user-editor page, where you can change the user’s first name, last name, display name, and permissions.
3. Click Save