Adding Customer Accounts and Inviting Users to your Trust Portal

Guide to Adding Customer Accounts and Users in Zentrova Trust Portal

Link to the full training Loom video

https://loom.com/share/d62a7369d6f94a4dbefb1638b764857b

Step 1: Log into Admin Console 0:00

• Access the Zentrova admin console.

• Navigate to the 'Customer Accounts' section.

Step 2: Add a New Customer Account 0:10

• Click on 'Add Customer Account'.

• If using Salesforce integration, some fields will auto-populate.

Step 3: Enter Customer Details 0:28

• Input the customer name.

• Specify the domain(s) allowed to log in (up to three domains).

Step 4: Confirm Authorization 0:53

• Acknowledge that you are authorized to create this account.

• Click 'Add customer account' to finalize the setup.

Step 5: Invite Users to Customer Account 1:11

• Select the customer account (e.g., Figma test account).

• Click 'Add Member' to invite users.

Step 6: Add Member Details 1:21

• Enter the details for the customer user.

• Ensure the domain is whitelisted to avoid errors.

Step 7: Handle Errors 1:39

• If an error occurs (e.g., domain not authorized), correct the input.

Step 8: Confirm User Addition 2:12

• Once added, the user will receive instructions to log in to the Trust Portal.

Step 9: Manage User Status 2:35

• To make any user inactive, submit a ticket for assistance.

Link to Loom

https://loom.com/share/d62a7369d6f94a4dbefb1638b764857b