Learn how to add, invite, and manage users in Horizon.
A user is someone who manages or administers Horizon on behalf of your organization, such as an HR or compliance team member who logs in to review compliance data, resolve violations, or configure the platform. This is different from a workforce member, who is monitored through Horizon but does not have platform access. To add a workforce member instead, see Add a Workforce Member.
TABLE OF CONTENTS
- Invite a New User
- View Pending Invitations
- Resend an Invitation
- Cancel an Invitation
- Assign or Update a User's Role
- Deactivate a User
- Reactivate a User
Invite a New User
1. Navigate to Settings.
2. Click Invitations.
3. Click Invite.
4. Enter the user's email address.
5. Select their preferred language.
6. Send the invitation.
The user receives an invitation email from noreply@trustii.co with instructions to create their account. For account setup steps, see [Set Up and Access Your Horizon Account].
Note: Roles determine what a user can view, edit, and manage within Horizon. See Assign or Update a User's Role below for details.
View Pending Invitations
1. Navigate to Settings.
2. Click Invitations.
Use the status filter to view Active or Inactive users, or select All to view everyone.
Resend an Invitation
If a user hasn't accepted their invitation:
1. Navigate to Settings.
2. Click Invitations.
3. Find the user in the list.
4. Click the menu icon (⋮) next to their name.
5. Select Resend.
Cancel an Invitation
1. Navigate to Settings.
2. Click Invitations.
3. Find the user in the list.
4. Click the menu icon (⋮) next to their name.
5. Select Cancel.
6. Confirm the action.
Assign or Update a User's Role
Roles determine what each user can view, edit, and manage within Horizon.
1. Navigate to Settings.
2. Click Users.
3. Find the user in the list.
4. Click the menu icon (⋮) next to their name.
5. Select Assign Roles.
6. Update the role as needed.
7. Click Update Roles.
Note: Roles are configured by the Trustii team based on your organization's operational and compliance requirements. If you need a new role created or existing permissions adjusted, contact your Customer Success Manager or the Trustii Support team.
Deactivate a User
If a user no longer needs access to Horizon, for example, because they've changed roles or left the organization, deactivate their account promptly to maintain secure access control.
1. Navigate to Settings.
2. Click Users.
3. Find the user in the list.
4. Click the menu icon (⋮) next to their name.
5. Select Deactivate.
6. Confirm the action by clicking Deactivate.
Best practice: Remove access as soon as a user changes roles or leaves the organization. Limiting platform access to active users helps protect sensitive compliance data.
Reactivate a User
If a user returns from leave or requires access again:
1. Navigate to Settings.
2. Click Users.
3. Change the status filter from Active to Inactive, or select All.
4. Find the user in the list.
5. Click the menu icon (⋮) next to their name.
6. Select Activate.
Best practice: Remove access as soon as a user changes roles or leaves the organization. Limiting platform access to active users helps protect sensitive compliance data.
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